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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 		– Hold
0
– – – 446
2026
Q1 		– Hold
0
– – – 418
2025
Q4 		– Hold
0
– – – 396

Other funds holding UPS

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
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
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. 1,197 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.
  • 1,197 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.