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Southland Equity Partners’s United Parcel Service UPS Stock Holding History

Southland Equity Partners’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 		$340K Buy
3,165
+116
+4% +$12.1K 0.06% 226
2026
Q1 		$300K Sell
3,049
-165
-5% -$17.7K 0.06% 214
2025
Q4 		$319K Buy
3,214
+41
+1% +$3.83K 0.06% 193
2025
Q3 		$265K Buy
3,173
+248
+8% +$22.5K 0.05% 202
2025
Q2 		$295K Buy
2,925
+190
+7% +$18.7K 0.06% 182
2025
Q1 		$301K Buy
2,735
+47
+2% +$5.62K 0.07% 177
2024
Q4 		$339K Buy
2,688
+498
+23% +$65.5K 0.08% 160
2024
Q3 		$299K Buy
2,190
+58
+3% +$7.62K 0.07% 171
2024
Q2 		$292K Buy
2,132
+7
+0.3% +$1K 0.08% 160
2024
Q1 		$316K Buy
2,125
+394
+23% +$59.9K 0.09% 151
2023
Q4 		$272K Buy
1,731
+89
+5% +$13.5K 0.09% 156
2023
Q3 		$256K Buy
1,642
+74
+5% +$12.8K 0.09% 155
2023
Q2 		$281K Buy
1,568
+172
+12% +$30.5K 0.09% 146
2023
Q1 		$271K Buy
1,396
+36
+3% +$6.6K 0.11% 146
2022
Q4 		$236K Buy
1,360
+103
+8% +$17.8K 0.09% 155
2022
Q3 		$203K Buy
1,257
+9
+0.7% +$1.7K 0.1% 152
2022
Q2 		$228K Buy
1,248
+28
+2% +$5.11K 0.1% 144
2022
Q1 		$262K Hold
1,220
– – 0.11% 143
2021
Q4 		$261K Buy
1,220
+102
+9% +$20.7K 0.11% 144
2021
Q3 		$204K Buy
1,118
+42
+4% +$8.29K 0.09% 158
2021
Q2 		$224K Buy
+1,076
New +$215K 0.11% 146

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

Southland Equity Partners's UPS Position: Q2 2026 in Review

Southland Equity Partners increased its United Parcel Service (UPS) stake by 3.8% in Q2 2026, buying an estimated $12.1K and bringing the position to 3,165 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #226.

Southland Equity Partners first reported a position in UPS in Q2 2021 and has held it in 21 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Southland Equity Partners held 3,165 shares of United Parcel Service worth $340K as of Q2 2026.
  • Southland Equity Partners bought 116 United Parcel Service shares in Q2 2026, an estimated $12.1K.
  • United Parcel Service made up 0.06% of Southland Equity Partners's portfolio in Q2 2026, its #226 holding.
  • Southland Equity Partners first reported a position in United Parcel Service in Q2 2021 and has held it in 21 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.