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Salem Investment Counselors’s United Parcel Service UPS Stock Holding History

Salem Investment Counselors’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 		$23.3K Hold
217
– – ﹤0.01% 748
2026
Q1 		$21.3K Buy
+217
New +$23.3K ﹤0.01% 736
2025
Q4 		– Sell
-324
Closed -$27.1K – 1094
2025
Q3 		$27.1K Sell
324
-181
-36% -$16.4K ﹤0.01% 701
2025
Q2 		$51K Sell
505
-57
-10% -$5.61K ﹤0.01% 584
2025
Q1 		$61.8K Buy
562
+93
+20% +$11.1K ﹤0.01% 538
2024
Q4 		$59.1K Sell
469
-1,841
-80% -$242K ﹤0.01% 547
2024
Q3 		$315K Sell
2,310
-153
-6% -$20.1K 0.01% 314
2024
Q2 		$337K Sell
2,463
-115
-4% -$16.5K 0.01% 296
2024
Q1 		$383K Sell
2,578
-38
-1% -$5.78K 0.01% 289
2023
Q4 		$411K Buy
2,616
+447
+21% +$67.6K 0.01% 274
2023
Q3 		$338K Buy
2,169
+48
+2% +$8.29K 0.01% 280
2023
Q2 		$380K Sell
2,121
-43
-2% -$7.63K 0.01% 267
2023
Q1 		$420K Buy
2,164
+561
+35% +$103K 0.02% 257
2022
Q4 		$279K Buy
1,603
+99
+7% +$17.1K 0.01% 296
2022
Q3 		$243K Buy
1,504
+657
+78% +$124K 0.01% 288
2022
Q2 		$155K Buy
847
+68
+9% +$12.4K 0.01% 364
2022
Q1 		$167K Buy
779
+112
+17% +$23.8K 0.01% 361
2021
Q4 		$143K Buy
667
+90
+16% +$18.3K 0.01% 412
2021
Q3 		$105K Sell
577
-160
-22% -$31.6K 0.01% 413
2021
Q2 		$153K Sell
737
-140
-16% -$28K 0.01% 360
2021
Q1 		$149K Sell
877
-157
-15% -$25.4K 0.01% 320
2020
Q4 		$174K Buy
1,034
+341
+49% +$57.6K 0.01% 289
2020
Q3 		$115K Buy
693
+500
+259% +$72.8K 0.01% 291
2020
Q2 		$21K Buy
193
+18
+10% +$1.8K ﹤0.01% 484
2020
Q1 		$16K Sell
175
-76
-30% -$7.87K ﹤0.01% 474
2019
Q4 		$29K Buy
251
+76
+43% +$9K ﹤0.01% 449
2019
Q3 		$21K Buy
175
+38
+28% +$4.34K ﹤0.01% 461
2019
Q2 		$14K Sell
137
-92
-40% -$9.57K ﹤0.01% 527
2019
Q1 		$27K Buy
+229
New +$24.3K ﹤0.01% 342
2018
Q4 		– Sell
-229
Closed -$27K – 379
2018
Q3 		$27K Sell
229
-380
-62% -$44.7K ﹤0.01% 342
2018
Q2 		$65K Hold
609
– – 0.01% 266
2018
Q1 		$63K Buy
609
+400
+191% +$46.2K 0.01% 267
2017
Q4 		$25K Hold
209
– – ﹤0.01% 383
2017
Q3 		$25K Sell
209
-154
-42% -$17.5K ﹤0.01% 373
2017
Q2 		$40K Buy
363
+64
+21% +$6.84K ﹤0.01% 333
2017
Q1 		$32K Sell
299
-31
-9% -$3.39K ﹤0.01% 422
2016
Q4 		$38K Buy
330
+31
+10% +$3.49K ﹤0.01% 381
2016
Q3 		$327 Sell
299
-3,325
-92% -$363K ﹤0.01% 349
2016
Q2 		$390K Sell
3,624
-80
-2% -$8.33K 0.05% 195
2016
Q1 		$391K Sell
3,704
-391
-10% -$38K 0.05% 193
2015
Q4 		$394K Sell
4,095
-231
-5% -$23.6K 0.05% 189
2015
Q3 		$423K Sell
4,326
-10
-0.2% -$988 0.06% 185
2015
Q2 		$420K Sell
4,336
-50
-1% -$4.97K 0.05% 197
2015
Q1 		$425K Buy
4,386
+47
+1% +$4.82K 0.05% 206
2014
Q4 		$482K Sell
4,339
-25
-0.6% -$2.64K 0.06% 193
2014
Q3 		$429K Buy
+4,364
New +$434K 0.05% 204

Other funds holding UPS

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
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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Salem Investment Counselors's UPS Position: Q2 2026 in Review

Salem Investment Counselors held its United Parcel Service (UPS) position steady in Q2 2026 at 217 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Salem Investment Counselors first reported a position in UPS in Q3 2014 and has held it in 46 quarters since. The position peaked at $482K in Q4 2014. 749 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Salem Investment Counselors held 217 shares of United Parcel Service worth $23.3K as of Q2 2026.
  • Salem Investment Counselors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #748 holding.
  • Salem Investment Counselors first reported a position in United Parcel Service in Q3 2014 and has held it in 46 quarters since.
  • Salem Investment Counselors's United Parcel Service position peaked at $482K in Q4 2014.
  • 749 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.