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Solitude Financial Services’s United Parcel Service UPS Stock Holding History

Solitude Financial Services’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 		$473K Hold
4,400
– – 0.13% 29
2026
Q1 		$456K Sell
4,400
-100
-2% -$10.7K 0.13% 31
2025
Q4 		$446K Hold
4,500
– – 0.15% 29
2025
Q3 		$376K Hold
4,500
– – 0.13% 33
2025
Q2 		$454K Sell
4,500
-150
-3% -$14.8K 0.16% 30
2025
Q1 		$511K Sell
4,650
-150
-3% -$17.9K 0.2% 27
2024
Q4 		$605K Hold
4,800
– – 0.26% 20
2024
Q3 		$654K Hold
4,800
– – 0.28% 22
2024
Q2 		$657K Hold
4,800
– – 0.31% 23
2024
Q1 		$713K Hold
4,800
– – 0.33% 25
2023
Q4 		$755K Sell
4,800
-100
-2% -$15.1K 0.41% 33
2023
Q3 		$764K Sell
4,900
-82
-2% -$14.2K 0.43% 35
2023
Q2 		$893K Sell
4,982
-18
-0.4% -$3.2K 0.51% 34
2023
Q1 		$970K Sell
5,000
-200
-4% -$36.7K 0.62% 31
2022
Q4 		$904K Hold
5,200
– – 0.62% 29
2022
Q3 		$840K Hold
5,200
– – 0.61% 29
2022
Q2 		$949K Sell
5,200
-83
-2% -$15.1K 0.67% 29
2022
Q1 		$1.13M Sell
5,283
-300
-5% -$63.7K 0.71% 23
2021
Q4 		$1.2M Sell
5,583
-100
-2% -$20.3K 0.8% 25
2021
Q3 		$1.03M Buy
5,683
+83
+1% +$16.4K 0.71% 26
2021
Q2 		$1.17M Sell
5,600
-800
-13% -$160K 0.84% 27
2021
Q1 		$1.09M Hold
6,400
– – 0.88% 27
2020
Q4 		$1.08M Buy
+6,400
New +$1.08M 0.95% 26

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

Solitude Financial Services's UPS Position: Q2 2026 in Review

Solitude Financial Services held its United Parcel Service (UPS) position steady in Q2 2026 at 4,400 shares worth $473K. The position accounts for 0.13% of the portfolio, ranked #29.

Solitude Financial Services first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.2M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Solitude Financial Services held 4,400 shares of United Parcel Service worth $473K as of Q2 2026.
  • Solitude Financial Services left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.13% of Solitude Financial Services's portfolio in Q2 2026, its #29 holding.
  • Solitude Financial Services first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Solitude Financial Services's United Parcel Service position peaked at $1.2M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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