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Parcion Private Wealth’s United Parcel Service UPS Stock Holding History

Parcion Private Wealth’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 		$703K Buy
6,543
+305
+5% +$31.7K 0.04% 210
2026
Q1 		$614K Sell
6,238
-348
-5% -$37.3K 0.04% 203
2025
Q4 		$653K Buy
+6,586
New +$616K 0.04% 198

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Parcion Private Wealth's UPS Position: Q2 2026 in Review

Parcion Private Wealth increased its United Parcel Service (UPS) stake by 4.9% in Q2 2026, buying an estimated $31.7K and bringing the position to 6,543 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #210.

Parcion Private Wealth first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Parcion Private Wealth held 6,543 shares of United Parcel Service worth $703K as of Q2 2026.
  • Parcion Private Wealth bought 305 United Parcel Service shares in Q2 2026, an estimated $31.7K.
  • United Parcel Service made up 0.04% of Parcion Private Wealth's portfolio in Q2 2026, its #210 holding.
  • Parcion Private Wealth first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.