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Patriot Investment Management Group’s United Parcel Service UPS Stock Holding History

Patriot Investment Management Group’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 		$286K Sell
2,663
-129
-5% -$13.4K 0.02% 208
2026
Q1 		$275K Sell
2,792
-80
-3% -$8.58K 0.02% 209
2025
Q4 		$285K Sell
2,872
-316
-10% -$29.6K 0.02% 208
2025
Q3 		$266K Sell
3,188
-647
-17% -$58.6K 0.02% 214
2025
Q2 		$387K Sell
3,835
-285
-7% -$28K 0.03% 178
2025
Q1 		$453K Sell
4,120
-180
-4% -$21.5K 0.03% 164
2024
Q4 		$542K Sell
4,300
-709
-14% -$93.3K 0.04% 148
2024
Q3 		$683K Sell
5,009
-399
-7% -$52.4K 0.05% 136
2024
Q2 		$740K Sell
5,408
-221
-4% -$31.6K 0.06% 128
2024
Q1 		$837K Sell
5,629
-481
-8% -$73.1K 0.07% 117
2023
Q4 		$961K Sell
6,110
-272
-4% -$41.1K 0.08% 106
2023
Q3 		$995K Sell
6,382
-686
-10% -$118K 0.09% 101
2023
Q2 		$1.27M Sell
7,068
-923
-12% -$164K 0.11% 93
2023
Q1 		$1.55M Sell
7,991
-762
-9% -$140K 0.14% 80
2022
Q4 		$1.59M Sell
8,753
-472
-5% -$81.7K 0.14% 81
2022
Q3 		$1.49M Sell
9,225
-1,193
-11% -$226K 0.15% 79
2022
Q2 		$1.9M Sell
10,418
-1,610
-13% -$294K 0.19% 72
2022
Q1 		$2.58M Sell
12,028
-471
-4% -$100K 0.22% 55
2021
Q4 		$2.68M Sell
12,499
-82
-0.7% -$16.7K 0.23% 53
2021
Q3 		$2.29M Buy
12,581
+264
+2% +$52.1K 0.21% 60
2021
Q2 		$2.56M Sell
12,317
-1,999
-14% -$400K 0.24% 54
2021
Q1 		$2.43M Buy
14,316
+1,832
+15% +$296K 0.24% 53
2020
Q4 		$2.1M Sell
12,484
-2,306
-16% -$389K 0.32% 40
2020
Q3 		$2.46M Buy
14,790
+46
+0.3% +$6.7K 0.29% 50
2020
Q2 		$1.64M Buy
14,744
+1,916
+15% +$191K 0.21% 61
2020
Q1 		$1.2M Sell
12,828
-412
-3% -$42.7K 0.18% 72
2019
Q4 		$1.55M Buy
13,240
+195
+1% +$23.1K 0.2% 65
2019
Q3 		$1.53M Sell
13,045
-13,854
-52% -$1.58M 0.21% 65
2019
Q2 		$2.78M Buy
26,899
+17,077
+174% +$1.78M 0.39% 44
2019
Q1 		$1.1M Buy
+9,822
New +$1.04M 0.16% 89

Other funds holding UPS

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Patriot Investment Management Group's UPS Position: Q2 2026 in Review

Patriot Investment Management Group reduced its United Parcel Service (UPS) stake by 4.6% in Q2 2026, selling an estimated $13.4K and leaving 2,663 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #208.

Patriot Investment Management Group first reported a position in UPS in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.78M in Q2 2019. 735 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Patriot Investment Management Group held 2,663 shares of United Parcel Service worth $286K as of Q2 2026.
  • Patriot Investment Management Group sold 129 United Parcel Service shares in Q2 2026, an estimated $13.4K.
  • United Parcel Service made up 0.02% of Patriot Investment Management Group's portfolio in Q2 2026, its #208 holding.
  • Patriot Investment Management Group first reported a position in United Parcel Service in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's United Parcel Service position peaked at $2.78M in Q2 2019.
  • 735 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.