NERM
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New England Research & Management’s United Parcel Service UPS Stock Holding History

New England Research & Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Sell
9,890
-325
-3% -$33.8K 0.41% 73
2026
Q1 		$1M Sell
10,215
-395
-4% -$42.4K 0.42% 68
2025
Q4 		$1.05M Sell
10,610
-200
-2% -$18.7K 0.46% 69
2025
Q3 		$903K Sell
10,810
-1,850
-15% -$168K 0.41% 80
2025
Q2 		$1.28M Sell
12,660
-510
-4% -$50.2K 0.61% 58
2025
Q1 		$1.45M Sell
13,170
-975
-7% -$117K 0.74% 45
2024
Q4 		$1.78M Sell
14,145
-4,748
-25% -$625K 0.91% 33
2024
Q3 		$2.58M Sell
18,893
-75
-0.4% -$9.85K 1.21% 24
2024
Q2 		$2.6M Sell
18,968
-7,388
-28% -$1.06M 1.25% 17
2024
Q1 		$3.92M Buy
26,356
+5,397
+26% +$820K 1.92% 9
2023
Q4 		$3.29M Buy
20,959
+45
+0.2% +$6.8K 1.75% 9
2023
Q3 		$3.26M Sell
20,914
-568
-3% -$98K 1.86% 8
2023
Q2 		$3.85M Buy
21,482
+1,895
+10% +$336K 2.23% 5
2023
Q1 		$3.8M Sell
19,587
-125
-0.6% -$22.9K 2.23% 5
2022
Q4 		$3.43M Buy
19,712
+3,650
+23% +$632K 1.97% 7
2022
Q3 		$2.6M Sell
16,062
-805
-5% -$152K 1.63% 13
2022
Q2 		$3.08M Buy
16,867
+2,287
+16% +$417K 1.79% 8
2022
Q1 		$3.13M Sell
14,580
-300
-2% -$63.7K 1.62% 13
2021
Q4 		$3.19M Buy
14,880
+50
+0.3% +$10.2K 1.54% 16
2021
Q3 		$2.7M Sell
14,830
-50
-0.3% -$9.87K 1.41% 15
2021
Q2 		$3.1M Sell
14,880
-1,558
-9% -$312K 1.6% 10
2021
Q1 		$2.79M Sell
16,438
-112
-0.7% -$18.1K 1.53% 12
2020
Q4 		$2.79M Sell
16,550
-310
-2% -$52.3K 1.72% 11
2020
Q3 		$2.81M Sell
16,860
-7,315
-30% -$1.07M 2.03% 10
2020
Q2 		$2.69M Buy
24,175
+700
+3% +$69.9K 1.92% 9
2020
Q1 		$2.19M Buy
23,475
+3,325
+17% +$344K 1.87% 11
2019
Q4 		$2.36M Buy
20,150
+5,800
+40% +$687K 1.58% 9
2019
Q3 		$1.72M Sell
14,350
-1,426
-9% -$163K 1.25% 17
2019
Q2 		$1.63M Buy
15,776
+2,251
+17% +$234K 1.11% 22
2019
Q1 		$1.51M Sell
13,525
-1,115
-8% -$118K 1.02% 27
2018
Q4 		$1.43M Sell
14,640
-335
-2% -$36.3K 1.12% 23
2018
Q3 		$1.75M Sell
14,975
-975
-6% -$115K 1.14% 22
2018
Q2 		$1.69M Buy
15,950
+1,600
+11% +$180K 1.12% 19
2018
Q1 		$1.5M Buy
14,350
+2,175
+18% +$251K 1.01% 30
2017
Q4 		$1.45M Sell
12,175
-300
-2% -$35.3K 1.04% 28
2017
Q3 		$1.5M Sell
12,475
-220
-2% -$25K 1.1% 26
2017
Q2 		$1.4M Buy
12,695
+300
+2% +$32.1K 1.04% 26
2017
Q1 		$1.33M Buy
12,395
+5,845
+89% +$639K 1.02% 22
2016
Q4 		$751K Buy
6,550
+1,450
+28% +$163K 0.59% 59
2016
Q3 		$558K Sell
5,100
-200
-4% -$21.8K 0.47% 75
2016
Q2 		$571K Sell
5,300
-250
-5% -$26K 0.49% 67
2016
Q1 		$585K Sell
5,550
-800
-13% -$77.7K 0.5% 74
2015
Q4 		$611K Buy
+6,350
New +$649K 0.53% 69
2015
Q3 		– Sell
-15,900
Closed -$1.54M – 194
2015
Q2 		$1.54M Sell
15,900
-250
-2% -$24.8K 1.26% 12
2015
Q1 		$1.57M Buy
16,150
+4,855
+43% +$498K 1.35% 12
2014
Q4 		$1.26M Buy
11,295
+875
+8% +$92.3K 1.08% 14
2014
Q3 		$1.02M Buy
+10,420
New +$1.04M 0.89% 31
2014
Q2 		– Sell
-5,200
Closed -$506K – 157
2014
Q1 		$506K Buy
5,200
+1,100
+27% +$107K 0.46% 92
2013
Q4 		$431K Buy
+4,100
New +$404K 0.42% 96

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New England Research & Management's UPS Position: Q2 2026 in Review

New England Research & Management reduced its United Parcel Service (UPS) stake by 3.2% in Q2 2026, selling an estimated $33.8K and leaving 9,890 shares worth $1.06M. The position accounts for 0.41% of the portfolio, ranked #73.

New England Research & Management first reported a position in UPS in Q4 2013 and has held it in 49 quarters since. The position peaked at $3.92M in Q1 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • New England Research & Management held 9,890 shares of United Parcel Service worth $1.06M as of Q2 2026.
  • New England Research & Management sold 325 United Parcel Service shares in Q2 2026, an estimated $33.8K.
  • United Parcel Service made up 0.41% of New England Research & Management's portfolio in Q2 2026, its #73 holding.
  • New England Research & Management first reported a position in United Parcel Service in Q4 2013 and has held it in 49 quarters since.
  • New England Research & Management's United Parcel Service position peaked at $3.92M in Q1 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.