Obermeyer Wealth Partners’s United Parcel Service UPS Stock Holding History

Obermeyer Wealth Partners’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	$14.2M	Sell	131,712 -2,933	-2%	-$305K	0.58%	34
2026 Q1	$13.2M	Sell	134,645 -19,621	-13%	-$2.1M	0.61%	36
2025 Q4	$15.3M	Sell	154,266 -1,142	-0.7%	-$107K	0.7%	38
2025 Q3	$13M	Buy	+155,408	New	+$14.1M	0.61%	39
2025 Q1	–	Sell	-2,149	Closed	-$271K	–	278
2024 Q4	$271K	Buy	2,149 +1	+0%	+$132	0.01%	218
2024 Q3	$293K	Buy	2,148 +24	+1%	+$3.15K	0.02%	207
2024 Q2	$291K	Buy	2,124 +145	+7%	+$20.8K	0.02%	198
2024 Q1	$294K	Sell	1,979 -1,733	-47%	-$263K	0.02%	193
2023 Q4	$584K	Sell	3,712 -214	-5%	-$32.4K	0.04%	104
2023 Q3	$612K	Buy	3,926 +321	+9%	+$55.4K	0.05%	99
2023 Q2	$646K	Sell	3,605 -81	-2%	-$14.4K	0.05%	100
2023 Q1	$715K	Hold	3,686	–	–	0.05%	88
2022 Q4	$641K	Hold	3,686	–	–	0.05%	96
2022 Q3	$595K	Sell	3,686 -105	-3%	-$19.9K	0.05%	95
2022 Q2	$692K	Buy	3,791 +76	+2%	+$13.9K	0.05%	86
2022 Q1	$797K	Buy	3,715 +487	+15%	+$103K	0.05%	93
2021 Q4	$692K	Buy	3,228 +138	+4%	+$28.1K	0.04%	101
2021 Q3	$563K	Buy	3,090 +350	+13%	+$69.1K	0.03%	113
2021 Q2	$570K	Sell	2,740 -265	-9%	-$53K	0.03%	115
2021 Q1	$511K	Buy	+3,005	New	+$486K	0.03%	126
2017 Q2	–	Sell	-3,205	Closed	-$344K	–	135
2017 Q1	$344K	Hold	3,205	–	–	0.03%	97
2016 Q4	$367K	Sell	3,205 -240	-7%	-$27K	0.04%	96
2016 Q3	$377K	Hold	3,445	–	–	0.04%	92
2016 Q2	$371K	Hold	3,445	–	–	0.04%	89
2016 Q1	$363K	Hold	3,445	–	–	0.03%	88
2015 Q4	$332K	Buy	3,445 +240	+7%	+$24.5K	0.03%	93
2015 Q3	$316K	Hold	3,205	–	–	0.03%	93
2015 Q2	$311K	Hold	3,205	–	–	0.03%	105
2015 Q1	$311K	Hold	3,205	–	–	0.03%	113
2014 Q4	$356K	Buy	+3,205	New	+$338K	0.03%	110
2013 Q3	–	Sell	-10	Closed	-$1K	–	265
2013 Q2	$1K	Buy	+10	New	+$858	﹤0.01%	357

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

Obermeyer Wealth Partners's UPS Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its United Parcel Service (UPS) stake by 2.2% in Q2 2026, selling an estimated $305K and leaving 131,712 shares worth $14.2M. The position accounts for 0.58% of the portfolio, ranked #34.

Obermeyer Wealth Partners first reported a position in UPS in Q2 2013 and has held it in 31 quarters since. The position peaked at $15.3M in Q4 2025. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Obermeyer Wealth Partners held 131,712 shares of United Parcel Service worth $14.2M as of Q2 2026.
Obermeyer Wealth Partners sold 2,933 United Parcel Service shares in Q2 2026, an estimated $305K.
United Parcel Service made up 0.58% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #34 holding.
Obermeyer Wealth Partners first reported a position in United Parcel Service in Q2 2013 and has held it in 31 quarters since.
Obermeyer Wealth Partners's United Parcel Service position peaked at $15.3M in Q4 2025.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.