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

Shum 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 		$880K Sell
8,186
-83
-1% -$8.63K 0.53% 47
2026
Q1 		$814K Buy
8,269
+277
+3% +$29.7K 0.58% 49
2025
Q4 		$793K Buy
7,992
+2,142
+37% +$200K 0.57% 49
2025
Q3 		$489K Buy
+5,850
New +$530K 0.36% 67
2025
Q1 		$434K Buy
3,949
+153
+4% +$18.3K 0.38% 67
2024
Q4 		$479K Sell
3,796
-1,175
-24% -$155K 0.41% 66
2024
Q3 		$665K Buy
+4,971
New +$653K 0.55% 62

Other funds holding UPS

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

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

Shum Financial Group reduced its United Parcel Service (UPS) stake by 1% in Q2 2026, selling an estimated $8.63K and leaving 8,186 shares worth $880K. The position accounts for 0.53% of the portfolio, ranked #47.

Shum Financial Group first reported a position in UPS in Q3 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Shum Financial Group held 8,186 shares of United Parcel Service worth $880K as of Q2 2026.
  • Shum Financial Group sold 83 United Parcel Service shares in Q2 2026, an estimated $8.63K.
  • United Parcel Service made up 0.53% of Shum Financial Group's portfolio in Q2 2026, its #47 holding.
  • Shum Financial Group first reported a position in United Parcel Service in Q3 2024 and has held it in 7 quarters since.
  • 1,250 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.