Monetary Management Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $497K | Sell |
4,625
-300
| -6% | -$31.2K | 0.1% | 155 |
|
|
2026
Q1 | $485K | Hold |
4,925
| – | – | 0.12% | 149 |
|
|
2025
Q4 | $489K | Sell |
4,925
-375
| -7% | -$35.1K | 0.11% | 145 |
|
|
2025
Q3 | $443K | Sell |
5,300
-5,341
| -50% | -$484K | 0.1% | 154 |
|
|
2025
Q2 | $1.07M | Sell |
10,641
-750
| -7% | -$73.8K | 0.26% | 82 |
|
|
2025
Q1 | $1.25M | Buy |
11,391
+10,795
| +1,811% | +$1.29M | 0.34% | 70 |
|
|
2024
Q4 | $75.2K | Sell |
596
-300
| -33% | -$39.5K | 0.02% | 239 |
|
|
2024
Q3 | $122K | Buy |
896
+150
| +20% | +$19.7K | 0.03% | 224 |
|
|
2024
Q2 | $102K | Buy |
746
+100
| +15% | +$14.3K | 0.03% | 229 |
|
|
2024
Q1 | $96K | Sell |
646
-35
| -5% | -$5.32K | 0.03% | 229 |
|
|
2023
Q4 | $107K | Sell |
681
-4,610
| -87% | -$697K | 0.03% | 220 |
|
|
2023
Q3 | $825K | Hold |
5,291
| – | – | 0.27% | 88 |
|
|
2023
Q2 | $948K | Sell |
5,291
-2,025
| -28% | -$360K | 0.29% | 81 |
|
|
2023
Q1 | $1.42M | Sell |
7,316
-200
| -3% | -$36.7K | 0.42% | 62 |
|
|
2022
Q4 | $1.31M | Buy |
7,516
+3,425
| +84% | +$593K | 0.41% | 65 |
|
|
2022
Q3 | $661K | Sell |
4,091
-25
| -0.6% | -$4.73K | 0.22% | 104 |
|
|
2022
Q2 | $751K | Buy |
4,116
+3,185
| +342% | +$581K | 0.24% | 87 |
|
|
2022
Q1 | $200K | Hold |
931
| – | – | 0.05% | 190 |
|
|
2021
Q4 | $200K | Sell |
931
-750
| -45% | -$153K | 0.05% | 194 |
|
|
2021
Q3 | $306K | Buy |
1,681
+1,450
| +628% | +$286K | 0.08% | 162 |
|
|
2021
Q2 | $48K | Sell |
231
-50
| -18% | -$10K | 0.01% | 251 |
|
|
2021
Q1 | $48K | Hold |
281
| – | – | 0.02% | 247 |
|
|
2020
Q4 | $47K | Buy |
281
+50
| +22% | +$8.44K | 0.02% | 235 |
|
|
2020
Q3 | $38K | Hold |
231
| – | – | 0.01% | 231 |
|
|
2020
Q2 | $26K | Hold |
231
| – | – | 0.01% | 238 |
|
|
2020
Q1 | $22K | Sell |
231
-500
| -68% | -$51.8K | 0.01% | 228 |
|
|
2019
Q4 | $86K | Buy |
+731
| New | +$86.5K | 0.03% | 204 |
|
|
2018
Q2 | – | Sell |
-260
| Closed | -$27K | – | 322 |
|
|
2018
Q1 | $27K | Hold |
260
| – | – | 0.01% | 260 |
|
|
2017
Q4 | $31K | Sell |
260
-100
| -28% | -$11.8K | 0.01% | 254 |
|
|
2017
Q3 | $43K | Hold |
360
| – | – | 0.02% | 231 |
|
|
2017
Q2 | $40K | Buy |
360
+260
| +260% | +$27.8K | 0.02% | 236 |
|
|
2017
Q1 | $11K | Hold |
100
| – | – | ﹤0.01% | 292 |
|
|
2016
Q4 | $11K | Hold |
100
| – | – | 0.01% | 296 |
|
|
2016
Q3 | $11K | Hold |
100
| – | – | 0.01% | 307 |
|
|
2016
Q2 | $11K | Sell |
100
-2,225
| -96% | -$232K | 0.01% | 310 |
|
|
2016
Q1 | $245K | Buy |
+2,325
| New | +$226K | 0.12% | 130 |
|
Other funds holding UPS
Monetary Management Group's UPS Position: Q2 2026 in Review
Monetary Management Group reduced its United Parcel Service (UPS) stake by 6.1% in Q2 2026, selling an estimated $31.2K and leaving 4,625 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #155.
Monetary Management Group first reported a position in UPS in Q1 2016 and has held it in 36 quarters since. The position peaked at $1.42M in Q1 2023. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Monetary Management Group held 4,625 shares of United Parcel Service worth $497K as of Q2 2026.
- Monetary Management Group sold 300 United Parcel Service shares in Q2 2026, an estimated $31.2K.
- United Parcel Service made up 0.1% of Monetary Management Group's portfolio in Q2 2026, its #155 holding.
- Monetary Management Group first reported a position in United Parcel Service in Q1 2016 and has held it in 36 quarters since.
- Monetary Management Group's United Parcel Service position peaked at $1.42M in Q1 2023.
- 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Monetary Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.