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Platform Technology Partners’s United Parcel Service UPS Stock Holding History

Platform Technology Partners’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 		$545K Buy
5,066
+213
+4% +$22.1K 0.09% 178
2026
Q1 		$477K Buy
4,853
+227
+5% +$24.3K 0.09% 167
2025
Q4 		$459K Buy
4,626
+763
+20% +$71.4K 0.1% 167
2025
Q3 		$323K Buy
3,863
+1,260
+48% +$114K 0.08% 185
2025
Q2 		$263K Sell
2,603
-521
-17% -$51.3K 0.07% 205
2025
Q1 		$344K Buy
3,124
+554
+22% +$66.2K 0.1% 171
2024
Q4 		$324K Buy
2,570
+323
+14% +$42.5K 0.1% 159
2024
Q3 		$306K Buy
2,247
+321
+17% +$42.1K 0.1% 176
2024
Q2 		$264K Buy
+1,926
New +$276K 0.09% 182
2023
Q4 		$282K Buy
1,910
+53
+3% +$8.01K 0.11% 162
2023
Q3 		$289K Sell
1,857
-33
-2% -$5.7K 0.14% 146
2023
Q2 		$350K Sell
1,890
-5
-0.3% -$888 0.16% 135
2023
Q1 		$368K Sell
1,895
-38
-2% -$6.97K 0.18% 127
2022
Q4 		$336K Sell
1,933
-40
-2% -$6.92K 0.17% 131
2022
Q3 		$319K Buy
1,973
+133
+7% +$25.2K 0.18% 127
2022
Q2 		$336K Buy
1,840
+238
+15% +$43.4K 0.18% 125
2022
Q1 		$344K Sell
1,602
-36
-2% -$7.65K 0.17% 136
2021
Q4 		$351K Buy
1,638
+45
+3% +$9.15K 0.15% 146
2021
Q3 		$290K Sell
1,593
-338
-18% -$66.7K 0.13% 168
2021
Q2 		$402K Buy
+1,931
New +$386K 0.17% 154
2020
Q4 		$284K Buy
1,685
+332
+25% +$56K 0.14% 159
2020
Q3 		$225K Buy
+1,353
New +$197K 0.14% 158

Other funds holding UPS

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

Platform Technology Partners's UPS Position: Q2 2026 in Review

Platform Technology Partners increased its United Parcel Service (UPS) stake by 4.4% in Q2 2026, buying an estimated $22.1K and bringing the position to 5,066 shares worth $545K. The position accounts for 0.09% of the portfolio, ranked #178.

Platform Technology Partners first reported a position in UPS in Q3 2020 and has held it in 22 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Platform Technology Partners held 5,066 shares of United Parcel Service worth $545K as of Q2 2026.
  • Platform Technology Partners bought 213 United Parcel Service shares in Q2 2026, an estimated $22.1K.
  • United Parcel Service made up 0.09% of Platform Technology Partners's portfolio in Q2 2026, its #178 holding.
  • Platform Technology Partners first reported a position in United Parcel Service in Q3 2020 and has held it in 22 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.