Obermeyer Wealth Partners’s United Parcel Service UPS Stock Holding History
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
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. 2,142 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.
- 2,142 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.