SC
UPS icon

Searle & Co’s United Parcel Service UPS Stock Holding History

Searle & Co’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 		$2.19M Buy
20,395
+3,600
+21% +$374K 0.49% 52
2026
Q1 		$1.65M Sell
16,795
-300
-2% -$32.2K 0.42% 61
2025
Q4 		$1.7M Sell
17,095
-2,400
-12% -$224K 0.44% 58
2025
Q3 		$1.63M Buy
19,495
+1,000
+5% +$90.6K 0.43% 57
2025
Q2 		$1.87M Buy
18,495
+1,450
+9% +$143K 0.53% 53
2025
Q1 		$1.87M Buy
17,045
+2,174
+15% +$260K 0.53% 54
2024
Q4 		$1.88M Hold
14,871
– – 0.54% 50
2024
Q3 		$2.03M Sell
14,871
-361
-2% -$47.4K 0.51% 46
2024
Q2 		$2.08M Sell
15,232
-39
-0.3% -$5.58K 0.49% 49
2024
Q1 		$2.27M Hold
15,271
– – 0.58% 43
2023
Q4 		$2.4M Buy
15,271
+221
+1% +$33.4K 0.66% 39
2023
Q3 		$2.35M Hold
15,050
– – 0.8% 37
2023
Q2 		$2.82M Hold
15,050
– – 0.87% 32
2023
Q1 		$2.71M Sell
15,050
-1,200
-7% -$220K 0.89% 33
2022
Q4 		$2.82M Hold
16,250
– – 0.96% 32
2022
Q3 		$2.63M Hold
16,250
– – 1.01% 32
2022
Q2 		$2.97M Hold
16,250
– – 1.17% 28
2022
Q1 		$3.48M Hold
16,250
– – 1.29% 24
2021
Q4 		$3.48M Hold
16,250
– – 1.27% 26
2021
Q3 		$2.96M Hold
16,250
– – 1.21% 27
2021
Q2 		$3.38M Hold
16,250
– – 1.38% 24
2021
Q1 		$2.76M Hold
16,250
– – 1.23% 27
2020
Q4 		$2.74M Buy
16,250
+200
+1% +$33.8K 1.32% 25
2020
Q3 		$2.67M Hold
16,050
– – 1.46% 19
2020
Q2 		$1.78M Buy
16,050
+2,350
+17% +$235K 1.03% 35
2020
Q1 		$1.28M Buy
+13,700
New +$1.42M 0.91% 40

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Searle & Co's UPS Position: Q2 2026 in Review

Searle & Co increased its United Parcel Service (UPS) stake by 21% in Q2 2026, buying an estimated $374K and bringing the position to 20,395 shares worth $2.19M. The position accounts for 0.49% of the portfolio, ranked #52.

Searle & Co first reported a position in UPS in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.48M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Searle & Co held 20,395 shares of United Parcel Service worth $2.19M as of Q2 2026.
  • Searle & Co bought 3,600 United Parcel Service shares in Q2 2026, an estimated $374K.
  • United Parcel Service made up 0.49% of Searle & Co's portfolio in Q2 2026, its #52 holding.
  • Searle & Co first reported a position in United Parcel Service in Q1 2020 and has held it in 26 quarters since.
  • Searle & Co's United Parcel Service position peaked at $3.48M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.