Simon Quick Advisors’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 | $276K | Sell |
2,570
-52
| -2% | -$5.41K | 0.01% | 344 |
|
|
2026
Q1 | $258K | Sell |
2,622
-2,765
| -51% | -$297K | 0.01% | 329 |
|
|
2025
Q4 | $534K | Buy |
5,387
+225
| +4% | +$21K | 0.02% | 247 |
|
|
2025
Q3 | $431K | Buy |
5,162
+208
| +4% | +$18.8K | 0.02% | 288 |
|
|
2025
Q2 | $500K | Buy |
4,954
+438
| +10% | +$43.1K | 0.03% | 250 |
|
|
2025
Q1 | $497K | Buy |
4,516
+450
| +11% | +$53.8K | 0.03% | 298 |
|
|
2024
Q4 | $513K | Buy |
4,066
+257
| +7% | +$33.8K | 0.03% | 240 |
|
|
2024
Q3 | $519K | Sell |
3,809
-847
| -18% | -$111K | 0.03% | 229 |
|
|
2024
Q2 | $637K | Buy |
4,656
+260
| +6% | +$37.2K | 0.05% | 179 |
|
|
2024
Q1 | $653K | Buy |
4,396
+290
| +7% | +$44.1K | 0.05% | 169 |
|
|
2023
Q4 | $646K | Buy |
4,106
+225
| +6% | +$34K | 0.06% | 146 |
|
|
2023
Q3 | $605K | Sell |
3,881
-308
| -7% | -$53.2K | 0.06% | 147 |
|
|
2023
Q2 | $751K | Sell |
4,189
-104
| -2% | -$18.5K | 0.07% | 125 |
|
|
2023
Q1 | $833K | Buy |
4,293
+488
| +13% | +$89.5K | 0.09% | 106 |
|
|
2022
Q4 | $662K | Buy |
3,805
+188
| +5% | +$32.5K | 0.08% | 115 |
|
|
2022
Q3 | $584K | Buy |
3,617
+63
| +2% | +$11.9K | 0.08% | 110 |
|
|
2022
Q2 | $699K | Buy |
3,554
+3,197
| +896% | +$583K | 0.09% | 104 |
|
|
2022
Q1 | $77K | Buy |
357
+7
| +2% | +$1.49K | 0.02% | 169 |
|
|
2021
Q4 | $75K | Sell |
350
-165
| -32% | -$33.6K | 0.02% | 191 |
|
|
2021
Q3 | $93K | Buy |
515
+153
| +42% | +$30.2K | 0.02% | 175 |
|
|
2021
Q2 | $75K | Sell |
362
-188
| -34% | -$37.6K | 0.02% | 183 |
|
|
2021
Q1 | $93K | Sell |
550
-50
| -8% | -$8.09K | 0.03% | 153 |
|
|
2020
Q4 | $101K | Buy |
600
+367
| +158% | +$61.9K | 0.03% | 143 |
|
|
2020
Q3 | $39K | Buy |
233
+162
| +228% | +$23.6K | 0.01% | 220 |
|
|
2020
Q2 | $8K | Sell |
71
-10
| -12% | -$998 | ﹤0.01% | 334 |
|
|
2020
Q1 | $8K | Buy |
81
+37
| +84% | +$3.83K | ﹤0.01% | 327 |
|
|
2019
Q4 | $5K | Buy |
+44
| New | +$5.21K | ﹤0.01% | 498 |
|
|
2019
Q3 | – | Sell |
-27
| Closed | -$2.79K | – | 529 |
|
|
2019
Q2 | $2.79K | Sell |
27
-273
| -91% | -$28.4K | ﹤0.01% | 332 |
|
|
2019
Q1 | $34K | Sell |
300
-10
| -3% | -$1.06K | 0.01% | 250 |
|
|
2018
Q4 | $30K | Sell |
310
-25
| -7% | -$2.71K | 0.01% | 229 |
|
|
2018
Q3 | $39K | Hold |
335
| – | – | 0.02% | 194 |
|
|
2018
Q2 | $35K | Sell |
335
-700
| -68% | -$78.6K | 0.01% | 211 |
|
|
2018
Q1 | $108K | Buy |
1,035
+1,000
| +2,857% | +$116K | 0.05% | 130 |
|
|
2017
Q4 | $4K | Buy |
+35
| New | +$4.11K | ﹤0.01% | 380 |
|
|
2017
Q2 | – | Sell |
-2,521
| Closed | -$271K | – | 381 |
|
|
2017
Q1 | $271K | Sell |
2,521
-1,180
| -32% | -$129K | 0.16% | 68 |
|
|
2016
Q4 | $424K | Buy |
+3,701
| New | +$417K | 0.32% | 61 |
|
Other funds holding UPS
Simon Quick Advisors's UPS Position: Q2 2026 in Review
Simon Quick Advisors reduced its United Parcel Service (UPS) stake by 2% in Q2 2026, selling an estimated $5.41K and leaving 2,570 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #344.
Simon Quick Advisors first reported a position in UPS in Q4 2016 and has held it in 36 quarters since. The position peaked at $833K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Simon Quick Advisors held 2,570 shares of United Parcel Service worth $276K as of Q2 2026.
- Simon Quick Advisors sold 52 United Parcel Service shares in Q2 2026, an estimated $5.41K.
- United Parcel Service made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #344 holding.
- Simon Quick Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 36 quarters since.
- Simon Quick Advisors's United Parcel Service position peaked at $833K in Q1 2023.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.