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Perkins Coie Trust Company’s United Parcel Service UPS Stock Holding History

Perkins Coie Trust Company’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 		$3.08M Sell
28,688
-663
-2% -$68.9K 0.51% 48
2026
Q1 		$2.89M Buy
29,351
+2,733
+10% +$293K 0.56% 47
2025
Q4 		$2.64M Buy
26,618
+62
+0.2% +$5.8K 0.49% 54
2025
Q3 		$2.22M Buy
26,556
+3,710
+16% +$336K 0.42% 56
2025
Q2 		$2.31M Buy
22,846
+53
+0.2% +$5.21K 0.39% 52
2025
Q1 		$2.51M Buy
22,793
+2,217
+11% +$265K 0.57% 51
2024
Q4 		$2.59M Sell
20,576
-690
-3% -$90.8K 0.57% 52
2024
Q3 		$2.9M Buy
21,266
+434
+2% +$57K 0.64% 52
2024
Q2 		$2.85M Sell
20,832
-94
-0.4% -$13.5K 0.66% 50
2024
Q1 		$3.11M Buy
20,926
+690
+3% +$105K 0.73% 49
2023
Q4 		$3.18M Buy
20,236
+698
+4% +$106K 0.8% 42
2023
Q3 		$3.05M Sell
19,538
-843
-4% -$146K 0.86% 39
2023
Q2 		$3.65M Sell
20,381
-244
-1% -$43.3K 1.04% 30
2023
Q1 		$4M Sell
20,625
-22
-0.1% -$4.04K 1.2% 26
2022
Q4 		$3.59M Buy
20,647
+69
+0.3% +$11.9K 1.15% 35
2022
Q3 		$3.32M Sell
20,578
-260
-1% -$49.2K 1.27% 34
2022
Q2 		$3.8M Buy
20,838
+214
+1% +$39K 1.38% 27
2022
Q1 		$4.42M Sell
20,624
-236
-1% -$50.1K 1.37% 27
2021
Q4 		$4.47M Buy
20,860
+642
+3% +$131K 1.31% 29
2021
Q3 		$3.68M Buy
20,218
+407
+2% +$80.3K 1.15% 35
2021
Q2 		$4.12M Sell
19,811
-140
-0.7% -$28K 1.27% 31
2021
Q1 		$3.39M Sell
19,951
-714
-3% -$115K 1.13% 37
2020
Q4 		$3.48M Sell
20,665
-104
-0.5% -$17.6K 1.19% 33
2020
Q3 		$3.46M Sell
20,769
-108
-0.5% -$15.7K 1.38% 27
2020
Q2 		$2.32M Buy
20,877
+1,227
+6% +$122K 0.95% 45
2020
Q1 		$1.83M Sell
19,650
-552
-3% -$57.2K 0.93% 46
2019
Q4 		$2.37M Buy
20,202
+1,028
+5% +$122K 0.97% 45
2019
Q3 		$2.3M Buy
19,174
+112
+0.6% +$12.8K 1.02% 39
2019
Q2 		$1.97M Sell
19,062
-291
-2% -$30.3K 0.89% 46
2019
Q1 		$2.16M Buy
19,353
+294
+2% +$31.2K 1.01% 40
2018
Q4 		$1.86M Buy
19,059
+85
+0.4% +$9.21K 0.97% 41
2018
Q3 		$2.21M Buy
18,974
+37
+0.2% +$4.36K 1.03% 38
2018
Q2 		$2.01M Buy
18,937
+280
+2% +$31.4K 0.99% 40
2018
Q1 		$1.95M Buy
18,657
+849
+5% +$98.1K 0.97% 42
2017
Q4 		$2.12M Buy
17,808
+246
+1% +$28.9K 1.06% 37
2017
Q3 		$2.11M Buy
17,562
+441
+3% +$50.1K 1.1% 36
2017
Q2 		$1.89M Buy
17,121
+368
+2% +$39.3K 1.02% 36
2017
Q1 		$1.8M Sell
16,753
-168
-1% -$18.4K 1.06% 36
2016
Q4 		$1.94M Sell
16,921
-174
-1% -$19.6K 1.18% 35
2016
Q3 		$1.87M Buy
17,095
+287
+2% +$31.3K 1.19% 34
2016
Q2 		$1.81M Buy
16,808
+735
+5% +$76.5K 1.19% 36
2016
Q1 		$1.7M Sell
16,073
-1,176
-7% -$114K 1.15% 36
2015
Q4 		$1.66M Buy
17,249
+73
+0.4% +$7.46K 1.24% 36
2015
Q3 		$1.7M Buy
17,176
+202
+1% +$19.9K 1.37% 29
2015
Q2 		$1.65M Buy
16,974
+398
+2% +$39.5K 1.24% 36
2015
Q1 		$1.61M Buy
16,576
+178
+1% +$18.3K 1.24% 35
2014
Q4 		$1.82M Sell
16,398
-20
-0.1% -$2.11K 1.45% 33
2014
Q3 		$1.61M Buy
16,418
+137
+0.8% +$13.6K 1.36% 39
2014
Q2 		$1.67M Sell
16,281
-246
-1% -$24.7K 1.56% 33
2014
Q1 		$1.61M Buy
16,527
+376
+2% +$36.6K 1.55% 34
2013
Q4 		$1.7M Buy
+16,151
New +$1.59M 1.67% 26

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

Perkins Coie Trust Company's UPS Position: Q2 2026 in Review

Perkins Coie Trust Company reduced its United Parcel Service (UPS) stake by 2.3% in Q2 2026, selling an estimated $68.9K and leaving 28,688 shares worth $3.08M. The position accounts for 0.51% of the portfolio, ranked #48.

Perkins Coie Trust Company first reported a position in UPS in Q4 2013 and has held it in 51 quarters since. The position peaked at $4.47M in Q4 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Perkins Coie Trust Company held 28,688 shares of United Parcel Service worth $3.08M as of Q2 2026.
  • Perkins Coie Trust Company sold 663 United Parcel Service shares in Q2 2026, an estimated $68.9K.
  • United Parcel Service made up 0.51% of Perkins Coie Trust Company's portfolio in Q2 2026, its #48 holding.
  • Perkins Coie Trust Company first reported a position in United Parcel Service in Q4 2013 and has held it in 51 quarters since.
  • Perkins Coie Trust Company's United Parcel Service position peaked at $4.47M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.