SFG
UPS icon

Seamount Financial Group’s United Parcel Service UPS Stock Holding History

Seamount Financial Group’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 		$314K Sell
2,925
-200
-6% -$20.8K 0.13% 108
2026
Q1 		$307K Hold
3,125
– – 0.14% 110
2025
Q4 		$310K Sell
3,125
-1,000
-24% -$93.5K 0.14% 110
2025
Q3 		$345K Buy
4,125
+150
+4% +$13.6K 0.16% 108
2025
Q2 		$401K Buy
+3,975
New +$391K 0.21% 89

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
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

Seamount Financial Group's UPS Position: Q2 2026 in Review

Seamount Financial Group reduced its United Parcel Service (UPS) stake by 6.4% in Q2 2026, selling an estimated $20.8K and leaving 2,925 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #108.

Seamount Financial Group first reported a position in UPS in Q2 2025 and has held it in 5 quarters since. The position peaked at $401K in Q2 2025. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Seamount Financial Group held 2,925 shares of United Parcel Service worth $314K as of Q2 2026.
  • Seamount Financial Group sold 200 United Parcel Service shares in Q2 2026, an estimated $20.8K.
  • United Parcel Service made up 0.13% of Seamount Financial Group's portfolio in Q2 2026, its #108 holding.
  • Seamount Financial Group first reported a position in United Parcel Service in Q2 2025 and has held it in 5 quarters since.
  • Seamount Financial Group's United Parcel Service position peaked at $401K in Q2 2025.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.