Taylor Financial Group’s United Parcel Service UPS Stock Holding History

Taylor Financial Group’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	$698K	Buy	6,495 +932	+17%	+$96.9K	0.38%	56
2026 Q1	$547K	Buy	5,563 +1,460	+36%	+$157K	0.33%	61
2025 Q4	$407K	Sell	4,103 -2,588	-39%	-$242K	0.24%	73
2025 Q3	$559K	Buy	6,691 +56	+0.8%	+$5.07K	0.32%	60
2025 Q2	$670K	Sell	6,635 -890	-12%	-$87.6K	0.42%	49
2025 Q1	$828K	Buy	7,525 +2,439	+48%	+$292K	0.58%	39
2024 Q4	$641K	Buy	5,086 +63	+1%	+$8.29K	0.44%	49
2024 Q3	$685K	Buy	5,023 +100	+2%	+$13.1K	0.47%	45
2024 Q2	$674K	Hold	4,923	–	–	0.52%	45
2024 Q1	$732K	Sell	4,923 -225	-4%	-$34.2K	0.56%	44
2023 Q4	$809K	Buy	+5,148	New	+$778K	0.67%	41

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Taylor Financial Group's UPS Position: Q2 2026 in Review

Taylor Financial Group increased its United Parcel Service (UPS) stake by 17% in Q2 2026, buying an estimated $96.9K and bringing the position to 6,495 shares worth $698K. The position accounts for 0.38% of the portfolio, ranked #56.

Taylor Financial Group first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $828K in Q1 2025. 930 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Taylor Financial Group held 6,495 shares of United Parcel Service worth $698K as of Q2 2026.
Taylor Financial Group bought 932 United Parcel Service shares in Q2 2026, an estimated $96.9K.
United Parcel Service made up 0.38% of Taylor Financial Group's portfolio in Q2 2026, its #56 holding.
Taylor Financial Group first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Taylor Financial Group's United Parcel Service position peaked at $828K in Q1 2025.
930 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.