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Procyon Advisors’s United Parcel Service UPS Stock Holding History

Procyon 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 		$1.66M Sell
15,429
-153
-1% -$15.9K 0.07% 215
2026
Q1 		$1.53M Buy
15,582
+8,612
+124% +$924K 0.08% 219
2025
Q4 		$691K Sell
6,970
-1,318
-16% -$123K 0.03% 307
2025
Q3 		$692K Sell
8,288
-466
-5% -$42.2K 0.04% 276
2025
Q2 		$884K Sell
8,754
-481
-5% -$47.3K 0.08% 196
2025
Q1 		$1.02M Sell
9,235
-382
-4% -$45.7K 0.06% 260
2024
Q4 		$1.21M Sell
9,617
-10,185
-51% -$1.34M 0.08% 218
2024
Q3 		$2.7M Sell
19,802
-402
-2% -$52.8K 0.18% 124
2024
Q2 		$2.76M Sell
20,204
-216
-1% -$30.9K 0.2% 110
2024
Q1 		$3.04M Buy
20,420
+1,263
+7% +$192K 0.24% 102
2023
Q4 		$3.01M Sell
19,157
-2,453
-11% -$371K 0.26% 93
2023
Q3 		$3.37M Buy
21,610
+3,962
+22% +$684K 0.35% 71
2023
Q2 		$3.16M Buy
17,648
+3,236
+22% +$575K 0.4% 59
2023
Q1 		$2.8M Buy
14,412
+2,290
+19% +$420K 0.46% 45
2022
Q4 		$2.11M Buy
12,122
+3,448
+40% +$597K 0.39% 60
2022
Q3 		$1.4M Buy
8,674
+1,007
+13% +$191K 0.34% 66
2022
Q2 		$1.4M Buy
7,667
+2,452
+47% +$447K 0.31% 73
2022
Q1 		$1.12M Buy
5,215
+1,003
+24% +$213K 0.23% 96
2021
Q4 		$903K Buy
4,212
+324
+8% +$65.9K 0.19% 109
2021
Q3 		$708K Buy
3,888
+981
+34% +$194K 0.18% 118
2021
Q2 		$605K Buy
2,907
+623
+27% +$125K 0.17% 113
2021
Q1 		$388K Sell
2,284
-273
-11% -$44.2K 0.17% 141
2020
Q4 		$431K Buy
2,557
+792
+45% +$134K 0.21% 121
2020
Q3 		$294K Sell
1,765
-195
-10% -$28.4K 0.16% 143
2020
Q2 		$218K Buy
1,960
+916
+88% +$91.4K 0.12% 177
2020
Q1 		$98K Buy
1,044
+14
+1% +$1.45K 0.07% 244
2019
Q4 		$121K Buy
+1,030
New +$122K 0.07% 242

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

Procyon Advisors's UPS Position: Q2 2026 in Review

Procyon Advisors reduced its United Parcel Service (UPS) stake by 0.98% in Q2 2026, selling an estimated $15.9K and leaving 15,429 shares worth $1.66M. The position accounts for 0.07% of the portfolio, ranked #215.

Procyon Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.37M in Q3 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Procyon Advisors held 15,429 shares of United Parcel Service worth $1.66M as of Q2 2026.
  • Procyon Advisors sold 153 United Parcel Service shares in Q2 2026, an estimated $15.9K.
  • United Parcel Service made up 0.07% of Procyon Advisors's portfolio in Q2 2026, its #215 holding.
  • Procyon Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Procyon Advisors's United Parcel Service position peaked at $3.37M in Q3 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.