SIS
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Strategic Investment Solutions’s United Parcel Service UPS Stock Holding History

Strategic Investment Solutions’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 		$363K Sell
3,379
-96
-3% -$9.98K 0.08% 116
2026
Q1 		$342K Buy
3,475
+2
+0.1% +$214 0.08% 115
2025
Q4 		$345K Buy
3,473
+1
+0% +$94 0.08% 108
2025
Q3 		$290K Sell
3,472
-89
-2% -$8.06K 0.08% 117
2025
Q2 		$359K Sell
3,561
-329
-8% -$32.4K 0.11% 97
2025
Q1 		$428K Sell
3,890
-947
-20% -$113K 0.12% 73
2024
Q4 		$761K Buy
4,837
+889
+23% +$117K 0.25% 55
2024
Q3 		$538K Sell
3,948
-389
-9% -$51.1K 0.16% 69
2024
Q2 		$565K Buy
+4,337
New +$621K 0.18% 62
2023
Q4 		$761K Buy
4,842
+4,527
+1,437% +$684K 0.13% 85
2023
Q3 		$54.5K Buy
+315
New +$54.4K ﹤0.01% 606
2023
Q2 		– Sell
-4,937
Closed -$958K – 974
2023
Q1 		$958K Sell
4,937
-252
-5% -$46.2K 0.19% 75
2022
Q4 		$993K Buy
+5,189
New +$898K 0.49% 39

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Strategic Investment Solutions's UPS Position: Q2 2026 in Review

Strategic Investment Solutions reduced its United Parcel Service (UPS) stake by 2.8% in Q2 2026, selling an estimated $9.98K and leaving 3,379 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #116.

Strategic Investment Solutions first reported a position in UPS in Q4 2022 and has held it in 13 quarters since. The position peaked at $993K in Q4 2022. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Strategic Investment Solutions held 3,379 shares of United Parcel Service worth $363K as of Q2 2026.
  • Strategic Investment Solutions sold 96 United Parcel Service shares in Q2 2026, an estimated $9.98K.
  • United Parcel Service made up 0.08% of Strategic Investment Solutions's portfolio in Q2 2026, its #116 holding.
  • Strategic Investment Solutions first reported a position in United Parcel Service in Q4 2022 and has held it in 13 quarters since.
  • Strategic Investment Solutions's United Parcel Service position peaked at $993K in Q4 2022.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.