NIM
UPS icon

Nexus Investment Management’s United Parcel Service UPS Stock Holding History

Nexus Investment 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 		$22.9M Sell
213,211
-8,445
-4% -$878K 2.99% 20
2026
Q1 		$21.8M Buy
221,656
+165
+0.1% +$17.7K 3.05% 16
2025
Q4 		$22M Buy
221,491
+3,525
+2% +$330K 2.99% 15
2025
Q3 		$18.2M Buy
217,966
+635
+0.3% +$57.5K 2.58% 20
2025
Q2 		$21.9M Buy
217,331
+4,950
+2% +$487K 3.28% 14
2025
Q1 		$33.6M Buy
212,381
+1,781
+0.8% +$213K 3.8% 14
2024
Q4 		$26.6M Buy
210,600
+7,545
+4% +$993K 2.66% 20
2024
Q3 		$27.7M Buy
203,055
+1,830
+0.9% +$240K 2.72% 18
2024
Q2 		$27.5M Buy
201,225
+12,505
+7% +$1.79M 2.89% 17
2024
Q1 		$28M Buy
188,720
+18,515
+11% +$2.81M 2.7% 21
2023
Q4 		$26.8M Buy
170,205
+300
+0.2% +$45.4K 2.79% 18
2023
Q3 		$26.5M Sell
169,905
-775
-0.5% -$134K 2.99% 16
2023
Q2 		$30.6M Buy
170,680
+595
+0.3% +$106K 3.33% 10
2023
Q1 		$33M Sell
170,085
-375
-0.2% -$68.8K 3.64% 8
2022
Q4 		$29.6M Buy
170,460
+1,575
+0.9% +$273K 3.35% 11
2022
Q3 		$27.3M Buy
168,885
+1,415
+0.8% +$268K 3.4% 11
2022
Q2 		$30.6M Sell
167,470
-3,035
-2% -$554K 3.51% 11
2022
Q1 		$36.6M Sell
170,505
-1,245
-0.7% -$265K 3.84% 9
2021
Q4 		$36.8M Sell
171,750
-21,290
-11% -$4.33M 3.74% 11
2021
Q3 		$35.2M Sell
193,040
-2,085
-1% -$412K 3.8% 10
2021
Q2 		$40.6M Sell
195,125
-5,570
-3% -$1.11M 4.19% 6
2021
Q1 		$34.1M Sell
200,695
-3,350
-2% -$542K 3.89% 11
2020
Q4 		$35.1M Buy
204,045
+500
+0.2% +$84.4K 4.53% 5
2020
Q3 		$33.9M Hold
203,545
– – 5.14% 4
2020
Q2 		$22.6M Buy
203,545
+2,700
+1% +$270K 3.48% 14
2020
Q1 		$18.8M Buy
200,845
+194,095
+2,875% +$20.1M 3.31% 15
2019
Q4 		$790K Buy
6,750
+4,150
+160% +$491K 0.11% 46
2019
Q3 		$312K Sell
2,600
-3,900
-60% -$446K 0.04% 59
2019
Q2 		$671K Hold
6,500
– – 0.09% 53
2019
Q1 		$726K Sell
6,500
-150
-2% -$15.9K 0.11% 50
2018
Q4 		$649K Sell
6,650
-800
-11% -$86.7K 0.11% 48
2018
Q3 		$870K Hold
7,450
– – 0.12% 46
2018
Q2 		$791K Hold
7,450
– – 0.12% 48
2018
Q1 		$780K Hold
7,450
– – 0.12% 47
2017
Q4 		$888K Hold
7,450
– – 0.13% 48
2017
Q3 		$895K Hold
7,450
– – 0.14% 46
2017
Q2 		$824K Buy
7,450
+1,000
+16% +$107K 0.13% 45
2017
Q1 		$692K Sell
6,450
-1,200
-16% -$131K 0.12% 51
2016
Q4 		$877K Hold
7,650
– – 0.15% 44
2016
Q3 		$837K Hold
7,650
– – 0.15% 46
2016
Q2 		$824K Sell
7,650
-200
-3% -$20.8K 0.16% 47
2016
Q1 		$828K Sell
7,850
-700
-8% -$68K 0.16% 47
2015
Q4 		$823K Sell
8,550
-150
-2% -$15.3K 0.17% 48
2015
Q3 		$859K Buy
8,700
+200
+2% +$19.8K 0.18% 43
2015
Q2 		$824K Hold
8,500
– – 0.16% 44
2015
Q1 		$824K Hold
8,500
– – 0.16% 45
2014
Q4 		$945K Sell
8,500
-1,100
-11% -$116K 0.18% 41
2014
Q3 		$944K Hold
9,600
– – 0.18% 41
2014
Q2 		$986K Hold
9,600
– – 0.18% 44
2014
Q1 		$935K Sell
9,600
-120
-1% -$11.7K 0.18% 43
2013
Q4 		$1.02M Buy
9,720
+1,500
+18% +$148K 0.21% 42
2013
Q3 		$751K Buy
8,220
+2,420
+42% +$213K 0.16% 46
2013
Q2 		$525K Buy
+5,800
New +$498K 0.12% 49

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Nexus Investment Management's UPS Position: Q2 2026 in Review

Nexus Investment Management reduced its United Parcel Service (UPS) stake by 3.8% in Q2 2026, selling an estimated $878K and leaving 213,211 shares worth $22.9M. The position accounts for 2.99% of the portfolio, ranked #20.

Nexus Investment Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $40.6M in Q2 2021. 846 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Nexus Investment Management held 213,211 shares of United Parcel Service worth $22.9M as of Q2 2026.
  • Nexus Investment Management sold 8,445 United Parcel Service shares in Q2 2026, an estimated $878K.
  • United Parcel Service made up 2.99% of Nexus Investment Management's portfolio in Q2 2026, its #20 holding.
  • Nexus Investment Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Nexus Investment Management's United Parcel Service position peaked at $40.6M in Q2 2021.
  • 846 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Nexus Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.