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PFG Investments’s United Parcel Service UPS Stock Holding History

PFG Investments’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 		$6.82M Buy
63,437
+1,900
+3% +$198K 0.26% 71
2026
Q1 		$6.05M Buy
61,537
+266
+0.4% +$28.5K 0.28% 67
2025
Q4 		$6.08M Buy
61,271
+4,839
+9% +$453K 0.29% 65
2025
Q3 		$4.71M Buy
56,432
+7,196
+15% +$652K 0.24% 71
2025
Q2 		$4.97M Sell
49,236
-123
-0.2% -$12.1K 0.29% 65
2025
Q1 		$5.43M Buy
49,359
+1,462
+3% +$175K 0.35% 58
2024
Q4 		$6.04M Buy
47,897
+34,379
+254% +$4.52M 0.38% 44
2024
Q3 		$1.84M Buy
13,518
+1,473
+12% +$193K 0.12% 170
2024
Q2 		$1.65M Buy
12,045
+1,115
+10% +$160K 0.12% 167
2024
Q1 		$1.62M Buy
10,930
+4,009
+58% +$609K 0.1% 240
2023
Q4 		$1.09M Sell
6,921
-233
-3% -$35.2K 0.2% 124
2023
Q3 		$1.12M Sell
7,154
-219
-3% -$37.8K 0.21% 100
2023
Q2 		$1.32M Buy
7,373
+102
+1% +$18.1K 0.23% 92
2023
Q1 		$1.41M Buy
+7,271
New +$1.33M 0.29% 78

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

PFG Investments's UPS Position: Q2 2026 in Review

PFG Investments increased its United Parcel Service (UPS) stake by 3.1% in Q2 2026, buying an estimated $198K and bringing the position to 63,437 shares worth $6.82M. The position accounts for 0.26% of the portfolio, ranked #71.

PFG Investments first reported a position in UPS in Q1 2023 and has held it in 14 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • PFG Investments held 63,437 shares of United Parcel Service worth $6.82M as of Q2 2026.
  • PFG Investments bought 1,900 United Parcel Service shares in Q2 2026, an estimated $198K.
  • United Parcel Service made up 0.26% of PFG Investments's portfolio in Q2 2026, its #71 holding.
  • PFG Investments first reported a position in United Parcel Service in Q1 2023 and has held it in 14 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.