New Mexico Educational Retirement Board’s United Parcel Service UPS Stock Holding History

New Mexico Educational Retirement Board’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	$3.95M	Buy	36,762 +2,600	+8%	+$270K	0.1%	165
2026 Q1	$3.36M	Hold	34,162	–	–	0.1%	181
2025 Q4	$3.39M	Buy	34,162 +1,000	+3%	+$93.5K	0.1%	168
2025 Q3	$2.77M	Sell	33,162 -1,000	-3%	-$90.6K	0.09%	211
2025 Q2	$3.45M	Hold	34,162	–	–	0.11%	155
2025 Q1	$3.76M	Sell	34,162 -800	-2%	-$95.7K	0.13%	118
2024 Q4	$4.41M	Sell	34,962 -700	-2%	-$92.1K	0.15%	100
2024 Q3	$4.86M	Sell	35,662 -800	-2%	-$105K	0.16%	100
2024 Q2	$4.99M	Hold	36,462	–	–	0.17%	93
2024 Q1	$5.42M	Sell	36,462 -1,200	-3%	-$182K	0.19%	87
2023 Q4	$5.92M	Hold	37,662	–	–	0.23%	73
2023 Q3	$5.87M	Buy	37,662 +2,200	+6%	+$380K	0.25%	65
2023 Q2	$6.36M	Buy	35,462 +1,700	+5%	+$302K	0.28%	56
2023 Q1	$6.55M	Sell	33,762 -1,100	-3%	-$202K	0.33%	52
2022 Q4	$6.06M	Sell	34,862 -2,700	-7%	-$467K	0.33%	56
2022 Q3	$6.07M	Sell	37,562 -2,900	-7%	-$549K	0.33%	53
2022 Q2	$7.39M	Sell	40,462 -1,900	-4%	-$347K	0.36%	52
2022 Q1	$9.09M	Sell	42,362 -2,100	-5%	-$446K	0.34%	52
2021 Q4	$9.53M	Sell	44,462 -2,900	-6%	-$590K	0.32%	54
2021 Q3	$8.63M	Sell	47,362 -600	-1%	-$118K	0.3%	60
2021 Q2	$9.97M	Buy	47,962 +2,900	+6%	+$580K	0.34%	53
2021 Q1	$7.66M	Hold	45,062	–	–	0.3%	63
2020 Q4	$7.59M	Sell	45,062 -100	-0.2%	-$16.9K	0.32%	59
2020 Q3	$7.53M	Sell	45,162 -2,000	-4%	-$291K	0.35%	53
2020 Q2	$5.24M	Buy	47,162 +3,100	+7%	+$309K	0.25%	71
2020 Q1	$4.12M	Sell	44,062 -9,750	-18%	-$1.01M	0.25%	73
2019 Q4	$6.3M	Hold	53,812	–	–	0.26%	75
2019 Q3	$6.45M	Sell	53,812 -3,200	-6%	-$366K	0.29%	65
2019 Q2	$5.89M	Sell	57,012 -1,000	-2%	-$104K	0.26%	75
2019 Q1	$6.48M	Sell	58,012 -1,000	-2%	-$106K	0.28%	69
2018 Q4	$5.75M	Sell	59,012 -2,500	-4%	-$271K	0.27%	73
2018 Q3	$7.18M	Sell	61,512 -1,900	-3%	-$224K	0.27%	69
2018 Q2	$6.74M	Sell	63,412 -2,100	-3%	-$236K	0.26%	71
2018 Q1	$6.86M	Sell	65,512 -700	-1%	-$80.9K	0.26%	74
2017 Q4	$7.89M	Buy	66,212 +2,200	+3%	+$259K	0.3%	64
2017 Q3	$7.69M	Hold	64,012	–	–	0.37%	63
2017 Q2	$7.06M	Sell	64,012 -5,900	-8%	-$631K	0.34%	70
2017 Q1	$7.5M	Sell	69,912 -4,000	-5%	-$437K	0.35%	64
2016 Q4	$8.47M	Buy	73,912 +4,100	+6%	+$462K	0.39%	55
2016 Q3	$7.63M	Sell	69,812 -10,600	-13%	-$1.16M	0.38%	57
2016 Q2	$8.66M	Buy	80,412 +3,400	+4%	+$354K	0.39%	55
2016 Q1	$8.12M	Buy	77,012 +1,200	+2%	+$117K	0.39%	55
2015 Q4	$7.29M	Sell	75,812 -2,300	-3%	-$235K	0.35%	69
2015 Q3	$7.71M	Buy	78,112 +4,600	+6%	+$454K	0.38%	65
2015 Q2	$7.12M	Sell	73,512 -7,400	-9%	-$735K	0.35%	68
2015 Q1	$7.84M	Sell	80,912 -4,300	-5%	-$441K	0.34%	70
2014 Q4	$9.47M	Sell	85,212 -8,900	-9%	-$939K	0.4%	55
2014 Q3	$9.25M	Buy	94,112 +600	+0.6%	+$59.6K	0.38%	57
2014 Q2	$9.6M	Hold	93,512	–	–	0.4%	54
2014 Q1	$9.11M	Buy	+93,512	New	+$9.11M	0.38%	58
2013 Q3	–	Sell	-113,712	Closed	-$9.83M	–	964
2013 Q2	$9.83M	Buy	+113,712	New	+$9.75M	0.4%	57

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New Mexico Educational Retirement Board's UPS Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its United Parcel Service (UPS) stake by 7.6% in Q2 2026, buying an estimated $270K and bringing the position to 36,762 shares worth $3.95M. The position accounts for 0.1% of the portfolio, ranked #165.

New Mexico Educational Retirement Board first reported a position in UPS in Q2 2013 and has held it in 51 quarters since. The position peaked at $9.97M in Q2 2021. 886 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

New Mexico Educational Retirement Board held 36,762 shares of United Parcel Service worth $3.95M as of Q2 2026.
New Mexico Educational Retirement Board bought 2,600 United Parcel Service shares in Q2 2026, an estimated $270K.
United Parcel Service made up 0.1% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #165 holding.
New Mexico Educational Retirement Board first reported a position in United Parcel Service in Q2 2013 and has held it in 51 quarters since.
New Mexico Educational Retirement Board's United Parcel Service position peaked at $9.97M in Q2 2021.
886 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.