Sigma Planning Corp’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.65M | Sell |
33,991
-2,731
| -7% | -$284K | 0.09% | 226 |
|
|
2026
Q1 | $3.61M | Buy |
36,722
+9,941
| +37% | +$1.07M | 0.1% | 218 |
|
|
2025
Q4 | $2.66M | Buy |
26,781
+8,091
| +43% | +$757K | 0.07% | 273 |
|
|
2025
Q3 | $1.56M | Sell |
18,690
-171
| -0.9% | -$15.5K | 0.04% | 386 |
|
|
2025
Q2 | $1.9M | Buy |
18,861
+2,029
| +12% | +$200K | 0.06% | 319 |
|
|
2025
Q1 | $1.85M | Buy |
16,832
+2,954
| +21% | +$353K | 0.06% | 306 |
|
|
2024
Q4 | $1.75M | Buy |
13,878
+1,034
| +8% | +$136K | 0.06% | 321 |
|
|
2024
Q3 | $1.75M | Sell |
12,844
-349
| -3% | -$45.8K | 0.05% | 330 |
|
|
2024
Q2 | $1.81M | Sell |
13,193
-902
| -6% | -$129K | 0.06% | 321 |
|
|
2024
Q1 | $2.1M | Buy |
14,095
+7,603
| +117% | +$1.16M | 0.07% | 304 |
|
|
2023
Q4 | $1.02M | Sell |
6,492
-9,258
| -59% | -$1.4M | 0.08% | 263 |
|
|
2023
Q3 | $2.45M | Sell |
15,750
-18,494
| -54% | -$3.19M | 0.09% | 234 |
|
|
2023
Q2 | $6.14M | Sell |
34,244
-8,323
| -20% | -$1.48M | 0.22% | 85 |
|
|
2023
Q1 | $8.26M | Sell |
42,567
-480
| -1% | -$88K | 0.27% | 72 |
|
|
2022
Q4 | $7.48M | Buy |
43,047
+12,184
| +39% | +$2.11M | 0.27% | 80 |
|
|
2022
Q3 | $4.99M | Sell |
30,863
-770
| -2% | -$146K | 0.19% | 117 |
|
|
2022
Q2 | $5.77M | Buy |
31,633
+2,241
| +8% | +$409K | 0.2% | 109 |
|
|
2022
Q1 | $6.3M | Sell |
29,392
-12,259
| -29% | -$2.6M | 0.19% | 102 |
|
|
2021
Q4 | $8.93M | Buy |
41,651
+2,936
| +8% | +$597K | 0.25% | 78 |
|
|
2021
Q3 | $7.05M | Buy |
38,715
+2,495
| +7% | +$492K | 0.21% | 96 |
|
|
2021
Q2 | $7.53M | Buy |
36,220
+926
| +3% | +$185K | 0.22% | 93 |
|
|
2021
Q1 | $6M | Sell |
35,294
-17,952
| -34% | -$2.9M | 0.19% | 124 |
|
|
2020
Q4 | $8.97M | Buy |
53,246
+20,558
| +63% | +$3.47M | 0.31% | 67 |
|
|
2020
Q3 | $5.45M | Sell |
32,688
-4,296
| -12% | -$625K | 0.22% | 99 |
|
|
2020
Q2 | $4.11M | Buy |
36,984
+3,826
| +12% | +$382K | 0.18% | 121 |
|
|
2020
Q1 | $3.1M | Sell |
33,158
-7,192
| -18% | -$745K | 0.18% | 118 |
|
|
2019
Q4 | $4.72M | Buy |
40,350
+1,168
| +3% | +$138K | 0.2% | 109 |
|
|
2019
Q3 | $4.7M | Buy |
39,182
+13,955
| +55% | +$1.6M | 0.23% | 100 |
|
|
2019
Q2 | $2.6M | Buy |
25,227
+332
| +1% | +$34.5K | 0.13% | 174 |
|
|
2019
Q1 | $2.78M | Buy |
24,895
+3,144
| +14% | +$333K | 0.16% | 151 |
|
|
2018
Q4 | $2.12M | Buy |
21,751
+638
| +3% | +$69.2K | 0.15% | 146 |
|
|
2018
Q3 | $2.46M | Buy |
21,113
+975
| +5% | +$115K | 0.14% | 149 |
|
|
2018
Q2 | $2.14M | Sell |
20,138
-693
| -3% | -$77.8K | 0.14% | 169 |
|
|
2018
Q1 | $2.18M | Buy |
20,831
+1,114
| +6% | +$129K | 0.16% | 153 |
|
|
2017
Q4 | $2.35M | Buy |
19,717
+4,915
| +33% | +$578K | 0.18% | 144 |
|
|
2017
Q3 | $1.78M | Buy |
14,802
+945
| +7% | +$107K | 0.15% | 168 |
|
|
2017
Q2 | $1.53M | Buy |
13,857
+2,243
| +19% | +$240K | 0.14% | 171 |
|
|
2017
Q1 | $1.25M | Sell |
11,614
-2,435
| -17% | -$266K | 0.12% | 201 |
|
|
2016
Q4 | $1.61M | Buy |
14,049
+1,371
| +11% | +$154K | 0.18% | 139 |
|
|
2016
Q3 | $1.39M | Sell |
12,678
-117
| -0.9% | -$12.8K | 0.16% | 149 |
|
|
2016
Q2 | $1.38M | Buy |
12,795
+362
| +3% | +$37.7K | 0.18% | 135 |
|
|
2016
Q1 | $1.31M | Buy |
12,433
+295
| +2% | +$28.7K | 0.18% | 131 |
|
|
2015
Q4 | $1.17M | Buy |
12,138
+628
| +5% | +$64.2K | 0.16% | 145 |
|
|
2015
Q3 | $1.14M | Buy |
11,510
+3,933
| +52% | +$388K | 0.18% | 138 |
|
|
2015
Q2 | $734K | Buy |
7,577
+228
| +3% | +$22.7K | 0.1% | 241 |
|
|
2015
Q1 | $712K | Buy |
7,349
+1,159
| +19% | +$119K | 0.09% | 255 |
|
|
2014
Q4 | $688K | Buy |
+6,190
| New | +$653K | 0.09% | 257 |
|
Other funds holding UPS
Sigma Planning Corp's UPS Position: Q2 2026 in Review
Sigma Planning Corp reduced its United Parcel Service (UPS) stake by 7.4% in Q2 2026, selling an estimated $284K and leaving 33,991 shares worth $3.65M. The position accounts for 0.09% of the portfolio, ranked #226.
Sigma Planning Corp first reported a position in UPS in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.97M in Q4 2020. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Sigma Planning Corp held 33,991 shares of United Parcel Service worth $3.65M as of Q2 2026.
- Sigma Planning Corp sold 2,731 United Parcel Service shares in Q2 2026, an estimated $284K.
- United Parcel Service made up 0.09% of Sigma Planning Corp's portfolio in Q2 2026, its #226 holding.
- Sigma Planning Corp first reported a position in United Parcel Service in Q4 2014 and has held it in 47 quarters since.
- Sigma Planning Corp's United Parcel Service position peaked at $8.97M in Q4 2020.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.