Sowell Financial Services’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 | $8.49M | Buy |
79,005
+1,342
| +2% | +$140K | 0.28% | 77 |
|
|
2026
Q1 | $7.64M | Sell |
77,663
-5,003
| -6% | -$537K | 0.28% | 67 |
|
|
2025
Q4 | $8.2M | Buy |
82,666
+1,989
| +2% | +$186K | 0.3% | 64 |
|
|
2025
Q3 | $6.74M | Buy |
80,677
+168
| +0.2% | +$15.2K | 0.26% | 76 |
|
|
2025
Q2 | $8.13M | Buy |
80,509
+6,238
| +8% | +$614K | 0.33% | 60 |
|
|
2025
Q1 | $8.17M | Buy |
74,271
+7,642
| +11% | +$914K | 0.37% | 53 |
|
|
2024
Q4 | $8.4M | Buy |
66,629
+216
| +0.3% | +$28.4K | 0.44% | 49 |
|
|
2024
Q3 | $9.05M | Buy |
66,413
+9,820
| +17% | +$1.29M | 0.42% | 54 |
|
|
2024
Q2 | $7.75M | Buy |
56,593
+1,560
| +3% | +$223K | 0.37% | 60 |
|
|
2024
Q1 | $8.18M | Sell |
55,033
-202
| -0.4% | -$30.7K | 0.39% | 60 |
|
|
2023
Q4 | $8.69M | Sell |
55,235
-15,987
| -22% | -$2.42M | 0.47% | 50 |
|
|
2023
Q3 | $11.1M | Buy |
71,222
+7,389
| +12% | +$1.28M | 0.7% | 27 |
|
|
2023
Q2 | $11.4M | Buy |
63,833
+27,273
| +75% | +$4.84M | 0.64% | 29 |
|
|
2023
Q1 | $7.09M | Sell |
36,560
-32,837
| -47% | -$6.02M | 0.55% | 31 |
|
|
2022
Q4 | $12.1M | Buy |
69,397
+2,358
| +4% | +$408K | 0.78% | 20 |
|
|
2022
Q3 | $10.8M | Sell |
67,039
-1,304
| -2% | -$247K | 1.09% | 11 |
|
|
2022
Q2 | $12.5M | Buy |
68,343
+53,525
| +361% | +$9.76M | 1.15% | 13 |
|
|
2022
Q1 | $2.99M | Sell |
14,818
-49,054
| -77% | -$10.4M | 0.52% | 36 |
|
|
2021
Q4 | $13.7M | Buy |
63,872
+6,918
| +12% | +$1.41M | 0.79% | 21 |
|
|
2021
Q3 | $10.4M | Buy |
56,954
+1,635
| +3% | +$323K | 0.7% | 28 |
|
|
2021
Q2 | $11.5M | Sell |
55,319
-30,578
| -36% | -$6.12M | 0.76% | 17 |
|
|
2021
Q1 | $18.4M | Buy |
85,897
+7,984
| +10% | +$1.29M | 0.64% | 29 |
|
|
2020
Q4 | $13.1M | Sell |
77,913
-3,254
| -4% | -$549K | 0.56% | 43 |
|
|
2020
Q3 | $13.5M | Buy |
81,167
+1,383
| +2% | +$201K | 0.68% | 32 |
|
|
2020
Q2 | $8.87M | Buy |
79,784
+16,463
| +26% | +$1.64M | 0.49% | 48 |
|
|
2020
Q1 | $5.92M | Buy |
63,321
+10,868
| +21% | +$1.13M | 0.44% | 49 |
|
|
2019
Q4 | $6.14M | Sell |
52,453
-238
| -0.5% | -$28.2K | 0.47% | 38 |
|
|
2019
Q3 | $6.31M | Buy |
+52,691
| New | +$6.02M | 0.52% | 42 |
|
|
2019
Q1 | $4.75M | Buy |
42,530
+493
| +1% | +$52.3K | 0.53% | 42 |
|
|
2018
Q4 | $4.1M | Buy |
42,037
+2,910
| +7% | +$315K | 0.58% | 37 |
|
|
2018
Q3 | $4.57M | Sell |
39,127
-330
| -0.8% | -$38.8K | 0.66% | 31 |
|
|
2018
Q2 | $4.66M | Buy |
39,457
+3,635
| +10% | +$408K | 0.99% | 25 |
|
|
2018
Q1 | $3.98M | Buy |
35,822
+5,513
| +18% | +$637K | 1% | 25 |
|
|
2017
Q4 | $4.05M | Buy |
30,309
+933
| +3% | +$110K | 0.99% | 25 |
|
|
2017
Q3 | $3.45M | Buy |
29,376
+2,514
| +9% | +$286K | 0.9% | 30 |
|
|
2017
Q2 | $3.01M | Buy |
26,862
+1,783
| +7% | +$191K | 0.85% | 32 |
|
|
2017
Q1 | $2.63M | Buy |
25,079
+4,373
| +21% | +$478K | 0.78% | 39 |
|
|
2016
Q4 | $2.26M | Buy |
+20,706
| New | +$2.33M | 0.76% | 38 |
|
Other funds holding UPS
Sowell Financial Services's UPS Position: Q2 2026 in Review
Sowell Financial Services increased its United Parcel Service (UPS) stake by 1.7% in Q2 2026, buying an estimated $140K and bringing the position to 79,005 shares worth $8.49M. The position accounts for 0.28% of the portfolio, ranked #77.
Sowell Financial Services first reported a position in UPS in Q4 2016 and has held it in 38 quarters since. The position peaked at $18.4M in Q1 2021. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Sowell Financial Services held 79,005 shares of United Parcel Service worth $8.49M as of Q2 2026.
- Sowell Financial Services bought 1,342 United Parcel Service shares in Q2 2026, an estimated $140K.
- United Parcel Service made up 0.28% of Sowell Financial Services's portfolio in Q2 2026, its #77 holding.
- Sowell Financial Services first reported a position in United Parcel Service in Q4 2016 and has held it in 38 quarters since.
- Sowell Financial Services's United Parcel Service position peaked at $18.4M in Q1 2021.
- 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.