SP
UPS icon

Symmetry Partners’s United Parcel Service UPS Stock Holding History

Symmetry Partners’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 		$247K Buy
+2,302
New +$239K 0.01% 218
2024
Q3 		– Sell
-5,830
Closed -$798K – 481
2024
Q2 		$798K Sell
5,830
-2,149
-27% -$308K 0.04% 203
2024
Q1 		$1.19M Sell
7,979
-628
-7% -$95.5K 0.09% 148
2023
Q4 		$1.35M Sell
8,607
-1,146
-12% -$173K 0.07% 128
2023
Q3 		$1.52M Buy
9,753
+806
+9% +$139K 0.08% 121
2023
Q2 		$1.6M Buy
8,947
+1,244
+16% +$221K 0.09% 123
2023
Q1 		$1.49M Hold
7,703
– – 0.08% 128
2022
Q4 		$1.34M Hold
7,703
– – 0.08% 135
2022
Q3 		$1.24M Buy
7,703
+647
+9% +$123K 0.08% 129
2022
Q2 		$1.29M Hold
7,056
– – 0.09% 126
2022
Q1 		$1.51M Hold
7,056
– – 0.1% 123
2021
Q4 		$1.51M Hold
7,056
– – 0.1% 137
2021
Q3 		$1.27M Hold
7,056
– – 0.08% 164
2021
Q2 		$1.47M Sell
7,056
-569
-7% -$114K 0.1% 146
2021
Q1 		$1.3M Sell
7,625
-5,167
-40% -$836K 0.09% 152
2020
Q4 		$2.15M Buy
12,792
+4,401
+52% +$743K 0.17% 82
2020
Q3 		$1.4M Buy
+8,391
New +$1.22M 0.12% 110
2019
Q4 		– Sell
-1,810
Closed -$217K – 370
2019
Q3 		$217K Sell
1,810
-421
-19% -$48.1K 0.04% 311
2019
Q2 		$230K Buy
2,231
+1,150
+106% +$120K 0.05% 292
2019
Q1 		$121K Buy
+1,081
New +$115K 0.02% 360
2017
Q2 		– Sell
-178
Closed -$19K – 60
2017
Q1 		$19K Buy
+178
New +$19.4K 0.01% 61

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

Symmetry Partners's UPS Position: Q2 2026 in Review

Symmetry Partners opened a new position in United Parcel Service (UPS) in Q2 2026: 2,302 shares worth $247K. The stake represents 0.01% of the portfolio and ranks #218 among its holdings. This is a return to the name: Symmetry Partners previously reported a position in UPS as recently as Q2 2024.

Symmetry Partners first reported a position in UPS in Q1 2017 and has held it in 21 quarters since. The position peaked at $2.15M in Q4 2020. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Symmetry Partners held 2,302 shares of United Parcel Service worth $247K as of Q2 2026.
  • United Parcel Service was a new Symmetry Partners position in Q2 2026.
  • United Parcel Service made up 0.01% of Symmetry Partners's portfolio in Q2 2026, its #218 holding.
  • Symmetry Partners first reported a position in United Parcel Service in Q1 2017 and has held it in 21 quarters since.
  • Symmetry Partners's United Parcel Service position peaked at $2.15M in Q4 2020.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Symmetry Partners's 13F filing for Q2 2026, filed 23 Jul 2026.