Newton One Investments’s United Parcel Service UPS Stock Holding History

Newton One Investments’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	$3.71K	Buy	35 +1	+3%	+$104	﹤0.01%	137
2026 Q1	$3.35K	Buy	34 +1	+3%	+$107	﹤0.01%	113
2025 Q4	$3.32K	Hold	33	–	–	﹤0.01%	113
2025 Q3	$2.75K	Buy	33 +1	+3%	+$91	﹤0.01%	112
2025 Q2	$3.26K	Hold	32	–	–	﹤0.01%	115
2025 Q1	$3.49K	Buy	32 +1	+3%	+$120	﹤0.01%	109
2024 Q4	$3.95K	Buy	+31	New	+$4.08K	﹤0.01%	111
2024 Q3	–	Sell	-31	Closed	-$4.18K	–	99
2024 Q2	$4.18K	Buy	31 +1	+3%	+$143	﹤0.01%	103
2024 Q1	$4.49K	Hold	30	–	–	﹤0.01%	103
2023 Q4	$4.7K	Hold	30	–	–	﹤0.01%	102
2023 Q3	$4.61K	Buy	30 +1	+3%	+$173	﹤0.01%	108
2023 Q2	$5.25K	Hold	29	–	–	﹤0.01%	112
2023 Q1	$5.63K	Hold	29	–	–	﹤0.01%	103
2022 Q4	$5.04K	Hold	29	–	–	﹤0.01%	104
2022 Q3	$5K	Hold	29	–	–	﹤0.01%	108
2022 Q2	$5K	Hold	29	–	–	﹤0.01%	113
2022 Q1	$6K	Hold	29	–	–	﹤0.01%	112
2021 Q4	$6K	Hold	29	–	–	﹤0.01%	110
2021 Q3	$5K	Buy	+29	New	+$5.72K	﹤0.01%	113

Other funds holding UPS

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 York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Newton One Investments's UPS Position: Q2 2026 in Review

Newton One Investments increased its United Parcel Service (UPS) stake by 2.9% in Q2 2026, buying an estimated $104 and bringing the position to 35 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #137.

Newton One Investments first reported a position in UPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $6K in Q1 2022. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Newton One Investments held 35 shares of United Parcel Service worth $3.71K as of Q2 2026.
Newton One Investments bought 1 United Parcel Service share in Q2 2026, an estimated $104.
United Parcel Service made up ﹤0.01% of Newton One Investments's portfolio in Q2 2026, its #137 holding.
Newton One Investments first reported a position in United Parcel Service in Q3 2021 and has held it in 19 quarters since.
Newton One Investments's United Parcel Service position peaked at $6K in Q1 2022.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.