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UPS icon

Sachetta’s United Parcel Service UPS Stock Holding History

Sachetta’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 		– Sell
-304
Closed -$29.9K – 1210
2026
Q1 		$29.9K Buy
304
+33
+12% +$3.54K 0.02% 255
2025
Q4 		$26.8K Sell
271
-24
-8% -$2.25K 0.01% 260
2025
Q3 		$24.7K Sell
295
-1,107
-79% -$100K 0.01% 338
2025
Q2 		$142K Sell
1,402
-607
-30% -$59.7K 0.06% 167
2025
Q1 		$221K Sell
2,009
-118
-6% -$14.1K 0.09% 138
2024
Q4 		$268K Sell
2,127
-49
-2% -$6.45K 0.11% 129
2024
Q3 		$297K Sell
2,176
-105
-5% -$13.8K 0.12% 123
2024
Q2 		$294K Sell
2,281
-171
-7% -$24.5K 0.13% 121
2024
Q1 		$386K Hold
2,452
– – 0.18% 97
2023
Q4 		$386K Buy
+2,452
New +$371K 0.18% 97

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sachetta's UPS Position: Q2 2026 in Review

Sachetta sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 304 shares — an estimated $29.9K sold.

Sachetta first reported a position in UPS in Q4 2023 and held it in 10 quarters. The position peaked at $386K in Q1 2024. 433 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sachetta reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Sachetta sold 304 United Parcel Service shares in Q2 2026, an estimated $29.9K.
  • Sachetta first reported a position in United Parcel Service in Q4 2023 and held it in 10 quarters.
  • Sachetta's United Parcel Service position peaked at $386K in Q1 2024.
  • 433 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.