Pine Valley Investments’s United Parcel Service UPS Stock Holding History

Pine Valley 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	$2.78M	Sell	25,857 -222	-0.9%	-$23.1K	0.11%	177
2026 Q1	$2.57M	Buy	26,079 +704	+3%	+$75.5K	0.12%	173
2025 Q4	$2.52M	Sell	25,375 -17,924	-41%	-$1.68M	0.12%	161
2025 Q3	$3.62M	Buy	43,299 +5,950	+16%	+$539K	0.18%	132
2025 Q2	$3.77M	Buy	37,349 +10,393	+39%	+$1.02M	0.21%	119
2025 Q1	$2.96M	Sell	26,956 -758	-3%	-$90.6K	0.18%	138
2024 Q4	$3.49M	Buy	27,714 +1,257	+5%	+$165K	0.21%	120
2024 Q3	$3.61M	Buy	26,457 +5,444	+26%	+$715K	0.22%	112
2024 Q2	$2.88M	Buy	21,013 +1,713	+9%	+$245K	0.19%	122
2024 Q1	$2.87M	Buy	19,300 +164	+0.9%	+$24.9K	0.19%	120
2023 Q4	$3.01M	Buy	19,136 +2,700	+16%	+$408K	0.22%	102
2023 Q3	$2.56M	Buy	16,436 +4,879	+42%	+$842K	0.23%	102
2023 Q2	$2.07M	Buy	11,557 +2,064	+22%	+$366K	0.2%	115
2023 Q1	$1.63M	Buy	+9,493	New	+$1.74M	0.24%	92

Other funds holding UPS

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

SPC

Spirepoint Private Client Vero Beach, Florida $1.23B AUM 30.73% 1-Year Est. Return

KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Pine Valley Investments's UPS Position: Q2 2026 in Review

Pine Valley Investments reduced its United Parcel Service (UPS) stake by 0.85% in Q2 2026, selling an estimated $23.1K and leaving 25,857 shares worth $2.78M. The position accounts for 0.11% of the portfolio, ranked #177.

Pine Valley Investments first reported a position in UPS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.77M in Q2 2025. 1,179 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Pine Valley Investments held 25,857 shares of United Parcel Service worth $2.78M as of Q2 2026.
Pine Valley Investments sold 222 United Parcel Service shares in Q2 2026, an estimated $23.1K.
United Parcel Service made up 0.11% of Pine Valley Investments's portfolio in Q2 2026, its #177 holding.
Pine Valley Investments first reported a position in United Parcel Service in Q1 2023 and has held it in 14 quarters since.
Pine Valley Investments's United Parcel Service position peaked at $3.77M in Q2 2025.
1,179 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.