Portside Wealth Group’s United Parcel Service UPS Stock Holding History

Portside Wealth Group’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	$2.46M	Sell	22,846 -158	-0.7%	-$16.4K	0.29%	79
2026 Q1	$2.26M	Buy	23,004 +2,205	+11%	+$236K	0.31%	78
2025 Q4	$2.06M	Sell	20,799 -2,095	-9%	-$196K	0.28%	79
2025 Q3	$1.91M	Buy	22,894 +3,795	+20%	+$344K	0.26%	93
2025 Q2	$1.93M	Buy	19,099 +29	+0.2%	+$2.85K	0.29%	79
2025 Q1	$2.1M	Buy	19,070 +4,639	+32%	+$555K	0.34%	73
2024 Q4	$1.82M	Sell	14,431 -833	-5%	-$110K	0.3%	76
2024 Q3	$2.08M	Buy	15,264 +1,580	+12%	+$207K	0.36%	69
2024 Q2	$1.87M	Sell	13,684 -2,103	-13%	-$301K	0.36%	73
2024 Q1	$2.35M	Buy	15,787 +1,151	+8%	+$175K	0.43%	66
2023 Q4	$2.3M	Sell	14,636 -580	-4%	-$87.7K	0.43%	65
2023 Q3	$2.37M	Sell	15,216 -1,377	-8%	-$238K	0.45%	62
2023 Q2	$2.97M	Buy	+16,593	New	+$2.95M	0.55%	46

Other funds holding UPS

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Portside Wealth Group's UPS Position: Q2 2026 in Review

Portside Wealth Group reduced its United Parcel Service (UPS) stake by 0.69% in Q2 2026, selling an estimated $16.4K and leaving 22,846 shares worth $2.46M. The position accounts for 0.29% of the portfolio, ranked #79.

Portside Wealth Group first reported a position in UPS in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.97M in Q2 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Portside Wealth Group held 22,846 shares of United Parcel Service worth $2.46M as of Q2 2026.
Portside Wealth Group sold 158 United Parcel Service shares in Q2 2026, an estimated $16.4K.
United Parcel Service made up 0.29% of Portside Wealth Group's portfolio in Q2 2026, its #79 holding.
Portside Wealth Group first reported a position in United Parcel Service in Q2 2023 and has held it in 13 quarters since.
Portside Wealth Group's United Parcel Service position peaked at $2.97M in Q2 2023.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.