R.H. Dinel Investment Counsel’s United Parcel Service UPS Stock Holding History

R.H. Dinel Investment Counsel’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	$513K	Hold	4,775	–	–	0.39%	34
2026 Q1	$470K	Hold	4,775	–	–	0.38%	34
2025 Q4	$474K	Sell	4,775 -1,400	-23%	-$131K	0.35%	34
2025 Q3	$516K	Sell	6,175 -200	-3%	-$18.1K	0.33%	35
2025 Q2	$643K	Sell	6,375 -475	-7%	-$46.7K	0.43%	34
2025 Q1	$753K	Hold	6,850	–	–	0.51%	33
2024 Q4	$864K	Hold	6,850	–	–	0.58%	32
2024 Q3	$934K	Sell	6,850 -1,325	-16%	-$174K	0.58%	31
2024 Q2	$1.12M	Sell	8,175 -1,250	-13%	-$179K	0.72%	30
2024 Q1	$1.4M	Sell	9,425 -475	-5%	-$72.2K	0.9%	29
2023 Q4	$1.56M	Sell	9,900 -775	-7%	-$117K	1.06%	27
2023 Q3	$1.66M	Hold	10,675	–	–	1.2%	25
2023 Q2	$1.91M	Sell	10,675 -325	-3%	-$57.7K	1.34%	27
2023 Q1	$2.13M	Hold	11,000	–	–	1.61%	21
2022 Q4	$1.91M	Hold	11,000	–	–	1.71%	21
2022 Q3	$1.78M	Hold	11,000	–	–	1.77%	20
2022 Q2	$2.01M	Hold	11,000	–	–	1.81%	19
2022 Q1	$2.36M	Hold	11,000	–	–	1.81%	18
2021 Q4	$2.36M	Hold	11,000	–	–	1.62%	19
2021 Q3	$2M	Hold	11,000	–	–	1.5%	23
2021 Q2	$2.29M	Hold	11,000	–	–	1.63%	22
2021 Q1	$1.87M	Hold	11,000	–	–	1.43%	24
2020 Q4	$1.85M	Hold	11,000	–	–	1.49%	24
2020 Q3	$1.57M	Sell	11,000 -850	-7%	-$124K	1.5%	22
2020 Q2	$1.32M	Hold	11,850	–	–	1.28%	24
2020 Q1	$1.11M	Hold	11,850	–	–	1.31%	23
2019 Q4	$1.39M	Hold	11,850	–	–	1.23%	27
2019 Q3	$1.42M	Hold	11,850	–	–	1.32%	27
2019 Q2	$1.22M	Hold	11,850	–	–	1.13%	28
2019 Q1	$1.32M	Hold	11,850	–	–	1.31%	27
2018 Q4	$1.16M	Buy	+11,850	New	+$1.28M	1.3%	28
2016 Q3	$1.28M	Hold	11,700	–	–	1.43%	26
2016 Q2	$1.26M	Hold	11,700	–	–	1.48%	25
2016 Q1	$1.23M	Hold	11,700	–	–	1.45%	27
2015 Q4	$1.13M	Hold	11,700	–	–	1.28%	29
2015 Q3	$1.16M	Hold	11,700	–	–	1.21%	31
2015 Q2	$1.13M	Hold	11,700	–	–	1.06%	33
2015 Q1	$1.13M	Sell	11,700 -2,050	-15%	-$210K	1.07%	33
2014 Q4	$1.53M	Hold	13,750	–	–	1.36%	30
2014 Q3	$1.35M	Hold	13,750	–	–	1.22%	33
2014 Q2	$1.41M	Sell	13,750 -475	-3%	-$47.7K	1.29%	32
2014 Q1	$1.39M	Hold	14,225	–	–	1.22%	34
2013 Q4	$1.5M	Buy	+14,225	New	+$1.4M	1.31%	33

Other funds holding UPS

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

R.H. Dinel Investment Counsel's UPS Position: Q2 2026 in Review

R.H. Dinel Investment Counsel held its United Parcel Service (UPS) position steady in Q2 2026 at 4,775 shares worth $513K. The position accounts for 0.39% of the portfolio, ranked #34.

R.H. Dinel Investment Counsel first reported a position in UPS in Q4 2013 and has held it in 43 quarters since. The position peaked at $2.36M in Q1 2022. 1,239 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

R.H. Dinel Investment Counsel held 4,775 shares of United Parcel Service worth $513K as of Q2 2026.
R.H. Dinel Investment Counsel left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.39% of R.H. Dinel Investment Counsel's portfolio in Q2 2026, its #34 holding.
R.H. Dinel Investment Counsel first reported a position in United Parcel Service in Q4 2013 and has held it in 43 quarters since.
R.H. Dinel Investment Counsel's United Parcel Service position peaked at $2.36M in Q1 2022.
1,239 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on R.H. Dinel Investment Counsel's 13F filing for Q2 2026, filed 13 Jul 2026.