Sanders Morris Harris’s United Parcel Service UPS Stock Holding History

Sanders Morris Harris’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	-2,290	Closed	-$225K	–	264
2026 Q1	$225K	Buy	+2,290	New	+$246K	0.04%	257
2025 Q4	–	Sell	-3,020	Closed	-$252K	–	277
2025 Q3	$252K	Buy	+3,020	New	+$274K	0.03%	251
2023 Q3	–	Sell	-1,470	Closed	-$263K	–	271
2023 Q2	$263K	Hold	1,470	–	–	0.06%	204
2023 Q1	$285K	Buy	+1,470	New	+$270K	0.1%	94
2022 Q4	–	Sell	-1,470	Closed	-$238K	–	261
2022 Q3	$238K	Hold	1,470	–	–	0.06%	230
2022 Q2	$268K	Buy	1,470 +200	+16%	+$36.5K	0.06%	227
2022 Q1	$272K	Hold	1,270	–	–	0.05%	236
2021 Q4	$272K	Hold	1,270	–	–	0.05%	247
2021 Q3	$231K	Buy	1,270 +100	+9%	+$19.7K	0.04%	268
2021 Q2	$243K	Buy	+1,170	New	+$234K	0.05%	266

Other funds holding UPS

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sanders Morris Harris's UPS Position: Q2 2026 in Review

Sanders Morris Harris sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,290 shares — an estimated $225K sold.

Sanders Morris Harris first reported a position in UPS in Q2 2021 and held it in 10 quarters. The position peaked at $285K in Q1 2023. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Sanders Morris Harris reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 2,290 United Parcel Service shares in Q2 2026, an estimated $225K.
Sanders Morris Harris first reported a position in United Parcel Service in Q2 2021 and held it in 10 quarters.
Sanders Morris Harris's United Parcel Service position peaked at $285K in Q1 2023.
926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.