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Studio Investment Management’s United Parcel Service UPS Stock Holding History

Studio Investment Management’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 		$1.04M Buy
9,670
+817
+9% +$84.9K 0.18% 84
2026
Q1 		$871K Buy
8,853
+94
+1% +$10.1K 0.16% 88
2025
Q4 		$869K Sell
8,759
-83
-0.9% -$7.76K 0.16% 85
2025
Q3 		$739K Buy
8,842
+1,607
+22% +$146K 0.14% 101
2025
Q2 		$730K Buy
7,235
+1,103
+18% +$109K 0.15% 93
2025
Q1 		$674K Buy
6,132
+927
+18% +$111K 0.14% 94
2024
Q4 		$656K Sell
5,205
-275
-5% -$36.2K 0.14% 97
2024
Q3 		$747K Buy
5,480
+492
+10% +$64.6K 0.16% 89
2024
Q2 		$683K Buy
4,988
+767
+18% +$110K 0.16% 90
2024
Q1 		$627K Buy
4,221
+246
+6% +$37.4K 0.15% 91
2023
Q4 		$625K Buy
3,975
+1,871
+89% +$283K 0.16% 89
2023
Q3 		$328K Buy
2,104
+1,329
+171% +$229K 0.09% 114
2023
Q2 		$139K Buy
775
+335
+76% +$59.5K 0.04% 142
2023
Q1 		$85.4K Buy
440
+320
+267% +$58.7K 0.03% 133
2022
Q4 		$20.9K Buy
+120
New +$20.8K 0.01% 151

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

Studio Investment Management's UPS Position: Q2 2026 in Review

Studio Investment Management increased its United Parcel Service (UPS) stake by 9.2% in Q2 2026, buying an estimated $84.9K and bringing the position to 9,670 shares worth $1.04M. The position accounts for 0.18% of the portfolio, ranked #84.

Studio Investment Management first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Studio Investment Management held 9,670 shares of United Parcel Service worth $1.04M as of Q2 2026.
  • Studio Investment Management bought 817 United Parcel Service shares in Q2 2026, an estimated $84.9K.
  • United Parcel Service made up 0.18% of Studio Investment Management's portfolio in Q2 2026, its #84 holding.
  • Studio Investment Management first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.