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Palouse Capital Management’s United Parcel Service UPS Stock Holding History

Palouse Capital 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 		$3.94M Sell
36,610
-3,179
-8% -$330K 2.45% 10
2026
Q1 		$3.91M Sell
39,789
-782
-2% -$83.9K 2.59% 8
2025
Q4 		$4.02M Sell
40,571
-3,341
-8% -$313K 2.58% 11
2025
Q3 		$3.67M Buy
43,912
+11,320
+35% +$1.03M 2.33% 12
2025
Q2 		$3.29M Sell
32,592
-1,504
-4% -$148K 2.17% 15
2025
Q1 		$3.75M Buy
34,096
+17,297
+103% +$2.07M 2.56% 11
2024
Q4 		$2.12M Sell
16,799
-751
-4% -$98.8K 1.41% 34
2024
Q3 		$2.39M Sell
17,550
-769
-4% -$101K 1.51% 30
2024
Q2 		$2.51M Buy
18,319
+4,955
+37% +$709K 1.68% 23
2024
Q1 		$1.99M Buy
13,364
+661
+5% +$100K 1.31% 33
2023
Q4 		$2M Sell
12,703
-1,414
-10% -$214K 1.41% 31
2023
Q3 		$2.2M Sell
14,117
-267
-2% -$46.1K 1.63% 26
2023
Q2 		$2.58M Sell
14,384
-1,052
-7% -$187K 1.8% 19
2023
Q1 		$2.99M Sell
15,436
-4,063
-21% -$745K 2.02% 14
2022
Q4 		$24M Sell
19,499
-1,157
-6% -$200K 1.66% 16
2022
Q3 		$3.34M Sell
20,656
-1,427
-6% -$270K 1.9% 18
2022
Q2 		$4.03M Buy
+22,083
New +$4.03M 2% 16
2020
Q3 		– Sell
-38,050
Closed -$4.23M – 86
2020
Q2 		$4.23M Sell
38,050
-1,566
-4% -$156K 2.23% 19
2020
Q1 		$3.7M Buy
+39,616
New +$4.1M 2.19% 19
2019
Q3 		– Sell
-39,189
Closed -$4.05M – 108
2019
Q2 		$4.05M Buy
39,189
+4,120
+12% +$429K 1.46% 31
2019
Q1 		$3.92M Sell
35,069
-177
-0.5% -$18.8K 1.51% 30
2018
Q4 		$3.44M Sell
35,246
-585
-2% -$63.4K 1.36% 38
2018
Q3 		$4.18M Sell
35,831
-249
-0.7% -$29.3K 1.46% 31
2018
Q2 		$3.83M Sell
36,080
-260
-0.7% -$29.2K 1.3% 37
2018
Q1 		$3.8M Buy
36,340
+13,797
+61% +$1.59M 1.27% 38
2017
Q4 		$2.69M Sell
22,543
-177
-0.8% -$20.8K 0.91% 46
2017
Q3 		$2.73M Sell
22,720
-794
-3% -$90.3K 0.91% 47
2017
Q2 		$2.6M Sell
23,514
-9
-0% -$962 0.95% 46
2017
Q1 		$2.52M Buy
23,523
+4,309
+22% +$471K 0.96% 45
2016
Q4 		$2.2M Sell
19,214
-362
-2% -$40.8K 0.9% 49
2016
Q3 		$2.14M Sell
19,576
-486
-2% -$53.1K 0.91% 49
2016
Q2 		$2.16M Buy
20,062
+25
+0.1% +$2.6K 0.88% 53
2016
Q1 		$2.11M Sell
20,037
-358
-2% -$34.8K 0.86% 55
2015
Q4 		$1.96M Sell
20,395
-514
-2% -$52.5K 0.77% 59
2015
Q3 		$2.06M Buy
20,909
+336
+2% +$33.2K 0.8% 55
2015
Q2 		$1.99M Buy
20,573
+99
+0.5% +$9.84K 0.7% 64
2015
Q1 		$1.99M Buy
+20,474
New +$2.1M 0.7% 63

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Palouse Capital Management's UPS Position: Q2 2026 in Review

Palouse Capital Management reduced its United Parcel Service (UPS) stake by 8% in Q2 2026, selling an estimated $330K and leaving 36,610 shares worth $3.94M. The position accounts for 2.45% of the portfolio, ranked #10.

Palouse Capital Management first reported a position in UPS in Q1 2015 and has held it in 37 quarters since. The position peaked at $24M in Q4 2022. 486 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Palouse Capital Management held 36,610 shares of United Parcel Service worth $3.94M as of Q2 2026.
  • Palouse Capital Management sold 3,179 United Parcel Service shares in Q2 2026, an estimated $330K.
  • United Parcel Service made up 2.45% of Palouse Capital Management's portfolio in Q2 2026, its #10 holding.
  • Palouse Capital Management first reported a position in United Parcel Service in Q1 2015 and has held it in 37 quarters since.
  • Palouse Capital Management's United Parcel Service position peaked at $24M in Q4 2022.
  • 486 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.