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Sterling Investment Counsel’s United Parcel Service UPS Stock Holding History

Sterling Investment Counsel’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 		$405K Sell
3,770
-51
-1% -$5.3K 0.1% 121
2026
Q1 		$376K Buy
3,821
+483
+14% +$51.8K 0.11% 124
2025
Q4 		$331K Buy
3,338
+26
+0.8% +$2.43K 0.09% 133
2025
Q3 		$277K Sell
3,312
-381
-10% -$34.5K 0.09% 112
2025
Q2 		$373K Buy
3,693
+435
+13% +$42.8K 0.22% 77
2025
Q1 		$358K Buy
3,258
+20
+0.6% +$2.39K 0.12% 117
2024
Q4 		$408K Buy
3,238
+18
+0.6% +$2.37K 0.27% 61
2024
Q3 		$439K Buy
3,220
+18
+0.6% +$2.36K 0.16% 92
2024
Q2 		$438K Buy
3,202
+17
+0.5% +$2.43K 0.17% 83
2024
Q1 		$473K Sell
3,185
-134
-4% -$20.4K 0.22% 79
2023
Q4 		$522K Sell
3,319
-13
-0.4% -$1.97K 0.27% 70
2023
Q3 		$519K Buy
3,332
+1,702
+104% +$294K 0.3% 63
2023
Q2 		$292K Buy
+1,630
New +$289K 0.16% 115

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

Sterling Investment Counsel's UPS Position: Q2 2026 in Review

Sterling Investment Counsel reduced its United Parcel Service (UPS) stake by 1.3% in Q2 2026, selling an estimated $5.3K and leaving 3,770 shares worth $405K. The position accounts for 0.1% of the portfolio, ranked #121.

Sterling Investment Counsel first reported a position in UPS in Q2 2023 and has held it in 13 quarters since. The position peaked at $522K in Q4 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sterling Investment Counsel held 3,770 shares of United Parcel Service worth $405K as of Q2 2026.
  • Sterling Investment Counsel sold 51 United Parcel Service shares in Q2 2026, an estimated $5.3K.
  • United Parcel Service made up 0.1% of Sterling Investment Counsel's portfolio in Q2 2026, its #121 holding.
  • Sterling Investment Counsel first reported a position in United Parcel Service in Q2 2023 and has held it in 13 quarters since.
  • Sterling Investment Counsel's United Parcel Service position peaked at $522K in Q4 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.