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Probity Advisors’s United Parcel Service UPS Stock Holding History

Probity Advisors’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 		$1.5M Sell
13,957
-246
-2% -$25.6K 0.21% 83
2026
Q1 		$1.4M Buy
14,203
+281
+2% +$30.1K 0.22% 79
2025
Q4 		$1.38M Sell
13,922
-543
-4% -$50.8K 0.22% 79
2025
Q3 		$1.21M Sell
14,465
-140
-1% -$12.7K 0.2% 85
2025
Q2 		$1.47M Buy
14,605
+149
+1% +$14.7K 0.26% 71
2025
Q1 		$1.59M Buy
14,456
+2,717
+23% +$325K 0.31% 60
2024
Q4 		$1.48M Buy
11,739
+2,846
+32% +$375K 0.28% 63
2024
Q3 		$1.21M Buy
8,893
+1,022
+13% +$134K 0.23% 80
2024
Q2 		$1.08M Buy
7,871
+703
+10% +$101K 0.22% 81
2024
Q1 		$1.07M Buy
7,168
+378
+6% +$57.5K 0.22% 93
2023
Q4 		$1.07M Sell
6,790
-133
-2% -$20.1K 0.23% 78
2023
Q3 		$1.08M Buy
6,923
+12
+0.2% +$2.07K 0.25% 59
2023
Q2 		$1.24M Buy
+6,911
New +$1.23M 0.27% 56
2022
Q4 		$1.02M Buy
5,851
+493
+9% +$85.3K 0.23% 71
2022
Q3 		$866K Sell
5,358
-394
-7% -$74.6K 0.21% 78
2022
Q2 		$1.05M Buy
5,752
+339
+6% +$61.8K 0.24% 69
2022
Q1 		$1.16M Sell
5,413
-636
-11% -$135K 0.24% 75
2021
Q4 		$1.3M Sell
6,049
-116
-2% -$23.6K 0.26% 74
2021
Q3 		$1.12M Buy
6,165
+294
+5% +$58K 0.23% 80
2021
Q2 		$1.22M Sell
5,871
-240
-4% -$48K 0.26% 73
2021
Q1 		$1.04M Buy
+6,111
New +$988K 0.23% 83
2020
Q3 		$854K Sell
5,125
-113
-2% -$16.5K 0.24% 78
2020
Q2 		$582K Buy
5,238
+1,649
+46% +$165K 0.18% 101
2020
Q1 		$335K Buy
+3,589
New +$372K 0.12% 126

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

Probity Advisors's UPS Position: Q2 2026 in Review

Probity Advisors reduced its United Parcel Service (UPS) stake by 1.7% in Q2 2026, selling an estimated $25.6K and leaving 13,957 shares worth $1.5M. The position accounts for 0.21% of the portfolio, ranked #83.

Probity Advisors first reported a position in UPS in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.59M in Q1 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Probity Advisors held 13,957 shares of United Parcel Service worth $1.5M as of Q2 2026.
  • Probity Advisors sold 246 United Parcel Service shares in Q2 2026, an estimated $25.6K.
  • United Parcel Service made up 0.21% of Probity Advisors's portfolio in Q2 2026, its #83 holding.
  • Probity Advisors first reported a position in United Parcel Service in Q1 2020 and has held it in 24 quarters since.
  • Probity Advisors's United Parcel Service position peaked at $1.59M in Q1 2025.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Probity Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.