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Patton Fund Management’s United Parcel Service UPS Stock Holding History

Patton Fund 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 		– Sell
-2,838
Closed -$279K – 451
2026
Q1 		$279K Buy
+2,838
New +$304K 0.05% 205
2025
Q4 		– Sell
-2,439
Closed -$204K – 504
2025
Q3 		$204K Buy
2,439
+190
+8% +$17.2K 0.04% 448
2025
Q2 		$227K Buy
+2,249
New +$221K 0.05% 334

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

Patton Fund Management's UPS Position: Q2 2026 in Review

Patton Fund Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,838 shares — an estimated $279K sold.

Patton Fund Management first reported a position in UPS in Q2 2025 and held it in 3 quarters. The position peaked at $279K in Q1 2026. 486 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Patton Fund Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 2,838 United Parcel Service shares in Q2 2026, an estimated $279K.
  • Patton Fund Management first reported a position in United Parcel Service in Q2 2025 and held it in 3 quarters.
  • Patton Fund Management's United Parcel Service position peaked at $279K in Q1 2026.
  • 486 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.