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Perpetual Ltd’s United Parcel Service UPS Stock Holding History

Perpetual Ltd’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 		$1.45M Sell
13,507
-4,568
-25% -$475K 0.02% 194
2026
Q1 		$1.78M Sell
18,075
-217
-1% -$23.3K 0.03% 168
2025
Q4 		$1.81M Buy
18,292
+9,015
+97% +$843K 0.03% 184
2025
Q3 		$775K Sell
9,277
-8,104
-47% -$734K 0.01% 283
2025
Q2 		$1.75M Sell
17,381
-276
-2% -$27.2K 0.02% 208
2025
Q1 		$1.94M Buy
17,657
+7,248
+70% +$867K 0.02% 205
2024
Q4 		$1.31M Sell
10,409
-6,193
-37% -$815K 0.02% 222
2024
Q3 		$2.26M Buy
16,602
+1,873
+13% +$246K 0.02% 180
2024
Q2 		$2.02M Buy
14,729
+6,322
+75% +$905K 0.02% 215
2024
Q1 		$1.25M Buy
8,407
+486
+6% +$73.9K 0.01% 261
2023
Q4 		$1.25M Buy
7,921
+1,800
+29% +$272K 0.01% 246
2023
Q3 		$954K Sell
6,121
-110
-2% -$19K 0.01% 286
2023
Q2 		$1.12M Buy
6,231
+40
+0.6% +$7.1K 0.01% 302
2023
Q1 		$1.2M Buy
+6,191
New +$1.14M 0.01% 301
2020
Q3 		$945K Buy
5,674
+560
+11% +$81.5K 0.07% 193
2020
Q2 		$569K Buy
+5,114
New +$510K 0.05% 147
2020
Q1 		– Sell
-5,114
Closed -$598K – 255
2019
Q4 		$598K Hold
5,114
– – 0.09% 93
2019
Q3 		$613K Hold
5,114
– – 0.09% 90
2019
Q2 		$528K Hold
5,114
– – 0.08% 93
2019
Q1 		$571K Hold
5,114
– – 0.08% 92
2018
Q4 		$494K Hold
5,114
– – 0.07% 98
2018
Q3 		$597K Hold
5,114
– – 0.08% 95
2018
Q2 		$544K Hold
5,114
– – 0.07% 100
2018
Q1 		$535K Hold
5,114
– – 0.07% 100
2017
Q4 		$610K Buy
5,114
+700
+16% +$82.3K 0.08% 100
2017
Q3 		$521K Hold
4,414
– – 0.07% 101
2017
Q2 		$488K Hold
4,414
– – 0.04% 202
2017
Q1 		$471K Buy
+4,414
New +$482K 0.05% 137
2016
Q4 		– Sell
-3,214
Closed -$351K – 228
2016
Q3 		$351K Sell
3,214
-4,156
-56% -$454K 0.03% 211
2016
Q2 		$794K Sell
7,370
-300
-4% -$31.2K 0.08% 143
2016
Q1 		$809K Buy
7,670
+800
+12% +$77.7K 0.08% 135
2015
Q4 		$661K Buy
6,870
+300
+5% +$30.6K 0.07% 136
2015
Q3 		$648K Hold
6,570
– – 0.08% 130
2015
Q2 		$637K Buy
6,570
+300
+5% +$29.8K 0.07% 136
2015
Q1 		$608K Hold
6,270
– – 0.07% 136
2014
Q4 		$697K Buy
6,270
+700
+13% +$73.9K 0.08% 162
2014
Q3 		$547K Sell
5,570
-500
-8% -$49.7K 0.06% 156
2014
Q2 		$623K Buy
6,070
+1,000
+20% +$100K 0.05% 161
2014
Q1 		$494K Sell
5,070
-2,614
-34% -$255K 0.07% 150
2013
Q4 		$808K Buy
7,684
+4,570
+147% +$450K 0.11% 140
2013
Q3 		$285K Sell
3,114
-378,606
-99% -$33.3M 0.04% 180
2013
Q2 		$33M Buy
+381,720
New +$32.7M 4.96% 1

Other funds holding UPS

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
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

Perpetual Ltd's UPS Position: Q2 2026 in Review

Perpetual Ltd reduced its United Parcel Service (UPS) stake by 25% in Q2 2026, selling an estimated $475K and leaving 13,507 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #194.

Perpetual Ltd first reported a position in UPS in Q2 2013 and has held it in 42 quarters since. The position peaked at $33M in Q2 2013. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Perpetual Ltd held 13,507 shares of United Parcel Service worth $1.45M as of Q2 2026.
  • Perpetual Ltd sold 4,568 United Parcel Service shares in Q2 2026, an estimated $475K.
  • United Parcel Service made up 0.02% of Perpetual Ltd's portfolio in Q2 2026, its #194 holding.
  • Perpetual Ltd first reported a position in United Parcel Service in Q2 2013 and has held it in 42 quarters since.
  • Perpetual Ltd's United Parcel Service position peaked at $33M in Q2 2013.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.