Successful Portfolios’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 | $340K | Sell |
3,044
-21
| -0.7% | -$2.18K | 0.16% | 125 |
|
|
2026
Q1 | $296K | Sell |
3,065
-327
| -10% | -$35.1K | 0.16% | 131 |
|
|
2025
Q4 | $367K | Buy |
3,392
+465
| +16% | +$43.5K | 0.19% | 116 |
|
|
2025
Q3 | $244K | Buy |
2,927
+36
| +1% | +$3.26K | 0.14% | 141 |
|
|
2025
Q2 | $292K | Sell |
2,891
-41
| -1% | -$4.03K | 0.18% | 114 |
|
|
2025
Q1 | $322K | Buy |
2,932
+113
| +4% | +$13.5K | 0.22% | 98 |
|
|
2024
Q4 | $356K | Sell |
2,819
-70
| -2% | -$9.21K | 0.24% | 84 |
|
|
2024
Q3 | $394K | Buy |
2,889
+85
| +3% | +$11.2K | 0.27% | 82 |
|
|
2024
Q2 | $384K | Sell |
2,804
-225
| -7% | -$32.2K | 0.27% | 80 |
|
|
2024
Q1 | $450K | Sell |
3,029
-107
| -3% | -$16.3K | 0.31% | 73 |
|
|
2023
Q4 | $493K | Sell |
3,136
-150
| -5% | -$22.7K | 0.37% | 61 |
|
|
2023
Q3 | $512K | Sell |
3,286
-14
| -0.4% | -$2.42K | 0.45% | 54 |
|
|
2023
Q2 | $592K | Buy |
3,300
+24
| +0.7% | +$4.26K | 0.51% | 48 |
|
|
2023
Q1 | $636K | Hold |
3,276
| – | – | 0.4% | 58 |
|
|
2022
Q4 | $569K | Hold |
3,276
| – | – | 0.37% | 67 |
|
|
2022
Q3 | $529K | Sell |
3,276
-55
| -2% | -$10.4K | 0.38% | 68 |
|
|
2022
Q2 | $608K | Sell |
3,331
-5
| -0.1% | -$912 | 0.41% | 60 |
|
|
2022
Q1 | $715K | Hold |
3,336
| – | – | 0.41% | 57 |
|
|
2021
Q4 | $715K | Sell |
3,336
-3
| -0.1% | -$610 | 0.39% | 62 |
|
|
2021
Q3 | $608K | Hold |
3,339
| – | – | 0.36% | 68 |
|
|
2021
Q2 | $694K | Buy |
3,339
+10
| +0.3% | +$2K | 0.42% | 60 |
|
|
2021
Q1 | $566K | Sell |
3,329
-10
| -0.3% | -$1.62K | 0.37% | 72 |
|
|
2020
Q4 | $562K | Hold |
3,339
| – | – | 0.4% | 67 |
|
|
2020
Q3 | $556K | Hold |
3,339
| – | – | 0.44% | 63 |
|
|
2020
Q2 | $371K | Buy |
3,339
+133
| +4% | +$13.3K | 0.33% | 88 |
|
|
2020
Q1 | $300K | Buy |
3,206
+141
| +5% | +$14.6K | 0.3% | 94 |
|
|
2019
Q4 | $359K | Sell |
3,065
-70
| -2% | -$8.29K | 0.32% | 92 |
|
|
2019
Q3 | $376K | Sell |
3,135
-2
| -0.1% | -$229 | 0.35% | 80 |
|
|
2019
Q2 | $324K | Buy |
3,137
+5
| +0.2% | +$520 | 0.35% | 88 |
|
|
2019
Q1 | $350K | Buy |
3,132
+28
| +0.9% | +$2.97K | 0.38% | 82 |
|
|
2018
Q4 | $303K | Sell |
3,104
-2
| -0.1% | -$217 | 0.39% | 81 |
|
|
2018
Q3 | $363K | Sell |
3,106
-21
| -0.7% | -$2.47K | 0.4% | 79 |
|
|
2018
Q2 | $332K | Sell |
3,127
-91
| -3% | -$10.2K | 0.39% | 84 |
|
|
2018
Q1 | $337K | Buy |
3,218
+188
| +6% | +$21.7K | 0.41% | 78 |
|
|
2017
Q4 | $361K | Buy |
+3,030
| New | +$356K | 0.45% | 73 |
|
Other funds holding UPS
LMFP
MIHAS
MFG
DC
ORIO
CAM
Successful Portfolios's UPS Position: Q2 2026 in Review
Successful Portfolios reduced its United Parcel Service (UPS) stake by 0.69% in Q2 2026, selling an estimated $2.18K and leaving 3,044 shares worth $340K. The position accounts for 0.16% of the portfolio, ranked #125.
Successful Portfolios first reported a position in UPS in Q4 2017 and has held it in 35 quarters since. The position peaked at $715K in Q1 2022. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Successful Portfolios held 3,044 shares of United Parcel Service worth $340K as of Q2 2026.
- Successful Portfolios sold 21 United Parcel Service shares in Q2 2026, an estimated $2.18K.
- United Parcel Service made up 0.16% of Successful Portfolios's portfolio in Q2 2026, its #125 holding.
- Successful Portfolios first reported a position in United Parcel Service in Q4 2017 and has held it in 35 quarters since.
- Successful Portfolios's United Parcel Service position peaked at $715K in Q1 2022.
- 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.