PAM
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Palisade Asset Management’s United Parcel Service UPS Stock Holding History

Palisade Asset 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 		$1.11M Sell
10,303
-500
-5% -$52K 0.1% 115
2026
Q1 		$1.06M Sell
10,803
-46
-0.4% -$4.93K 0.11% 114
2025
Q4 		$1.08M Sell
10,849
-3,477
-24% -$325K 0.1% 114
2025
Q3 		$1.2M Sell
14,326
-406
-3% -$36.8K 0.11% 107
2025
Q2 		$1.49M Sell
14,732
-919
-6% -$90.4K 0.15% 98
2025
Q1 		$1.72M Sell
15,651
-100
-0.6% -$12K 0.18% 91
2024
Q4 		$1.99M Buy
15,751
+8
+0.1% +$1.05K 0.2% 88
2024
Q3 		$2.15M Sell
15,743
-104
-0.7% -$13.7K 0.21% 84
2024
Q2 		$2.17M Sell
15,847
-3,382
-18% -$484K 0.22% 85
2024
Q1 		$2.86M Sell
19,229
-600
-3% -$91.2K 0.28% 80
2023
Q4 		$3.12M Sell
19,829
-24
-0.1% -$3.63K 0.34% 71
2023
Q3 		$3.09M Sell
19,853
-66
-0.3% -$11.4K 0.38% 64
2023
Q2 		$3.57M Sell
19,919
-3
-0% -$533 0.41% 61
2023
Q1 		$3.86M Sell
19,922
-101
-0.5% -$18.5K 0.47% 60
2022
Q4 		$3.48M Buy
20,023
+12
+0.1% +$2.08K 0.4% 64
2022
Q3 		$3.23M Sell
20,011
-12
-0.1% -$2.27K 0.44% 60
2022
Q2 		$3.65M Hold
20,023
– – 0.47% 61
2022
Q1 		$4.29M Buy
20,023
+1,388
+7% +$295K 0.49% 59
2021
Q4 		$3.99M Sell
18,635
-1,463
-7% -$298K 0.45% 60
2021
Q3 		$3.66M Sell
20,098
-24
-0.1% -$4.74K 0.45% 62
2021
Q2 		$4.18M Buy
20,122
+38
+0.2% +$7.6K 0.49% 59
2021
Q1 		$3.41M Sell
20,084
-257
-1% -$41.6K 0.44% 62
2020
Q4 		$3.42M Sell
20,341
-200
-1% -$33.8K 0.47% 63
2020
Q3 		$3.42M Sell
20,541
-200
-1% -$29.1K 0.52% 61
2020
Q2 		$2.31M Sell
20,741
-1,071
-5% -$107K 0.37% 67
2020
Q1 		$2.04M Buy
21,812
+21
+0.1% +$2.18K 0.37% 67
2019
Q4 		$2.55M Buy
21,791
+3,262
+18% +$386K 0.37% 68
2019
Q3 		$2.22M Buy
18,529
+1,149
+7% +$131K 0.34% 69
2019
Q2 		$1.79M Buy
17,380
+1,023
+6% +$106K 0.28% 76
2019
Q1 		$1.83M Sell
16,357
-155
-0.9% -$16.4K 0.29% 78
2018
Q4 		$1.61M Sell
16,512
-100
-0.6% -$10.8K 0.24% 77
2018
Q3 		$1.94M Buy
16,612
+179
+1% +$21.1K 0.26% 72
2018
Q2 		$1.75M Buy
16,433
+1,100
+7% +$124K 0.25% 74
2018
Q1 		$1.6M Buy
15,333
+500
+3% +$57.8K 0.24% 77
2017
Q4 		$1.77M Buy
14,833
+2,000
+16% +$235K 0.28% 74
2017
Q3 		$1.54M Buy
12,833
+9,420
+276% +$1.07M 0.28% 71
2017
Q2 		$377K Buy
3,413
+1,225
+56% +$131K 0.07% 113
2017
Q1 		$235K Hold
2,188
– – 0.04% 129
2016
Q4 		$251K Buy
2,188
+100
+5% +$11.3K 0.05% 128
2016
Q3 		$228K Hold
2,088
– – 0.04% 129
2016
Q2 		$225K Buy
+2,088
New +$217K 0.04% 129
2015
Q1 		– Sell
-1,825
Closed -$203K – 138
2014
Q4 		$203K Buy
+1,825
New +$193K 0.04% 131
2014
Q1 		– Sell
-1,941
Closed -$204K – 134
2013
Q4 		$204K Buy
+1,941
New +$191K 0.05% 128

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Palisade Asset Management's UPS Position: Q2 2026 in Review

Palisade Asset Management reduced its United Parcel Service (UPS) stake by 4.6% in Q2 2026, selling an estimated $52K and leaving 10,303 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #115.

Palisade Asset Management first reported a position in UPS in Q4 2013 and has held it in 43 quarters since. The position peaked at $4.29M in Q1 2022. 602 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Palisade Asset Management held 10,303 shares of United Parcel Service worth $1.11M as of Q2 2026.
  • Palisade Asset Management sold 500 United Parcel Service shares in Q2 2026, an estimated $52K.
  • United Parcel Service made up 0.1% of Palisade Asset Management's portfolio in Q2 2026, its #115 holding.
  • Palisade Asset Management first reported a position in United Parcel Service in Q4 2013 and has held it in 43 quarters since.
  • Palisade Asset Management's United Parcel Service position peaked at $4.29M in Q1 2022.
  • 602 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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