TI-Trust’s United Parcel Service UPS Stock Holding History

TI-Trust’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	$293K	Sell	2,724 -70	-3%	-$7.28K	0.16%	115
2026 Q1	$275K	Buy	2,794 +250	+10%	+$26.8K	0.16%	115
2025 Q4	$252K	Buy	2,544 +29	+1%	+$2.71K	0.16%	118
2025 Q3	$210K	Hold	2,515	–	–	0.13%	125
2025 Q2	$254K	Hold	2,515	–	–	0.17%	114
2025 Q1	$277K	Hold	2,515	–	–	0.18%	111
2024 Q4	$317K	Hold	2,515	–	–	0.21%	104
2024 Q3	$343K	Hold	2,515	–	–	0.25%	102
2024 Q2	$344K	Hold	2,515	–	–	0.27%	99
2024 Q1	$374K	Buy	2,515 +381	+18%	+$57.9K	0.27%	97
2023 Q4	$336K	Sell	2,134 -67	-3%	-$10.1K	0.3%	85
2023 Q3	$343K	Hold	2,201	–	–	0.33%	83
2023 Q2	$395K	Hold	2,201	–	–	0.36%	78
2023 Q1	$427K	Hold	2,201	–	–	0.4%	73
2022 Q4	$383K	Hold	2,201	–	–	0.36%	81
2022 Q3	$356K	Hold	2,201	–	–	0.38%	83
2022 Q2	$402K	Hold	2,201	–	–	0.41%	78
2022 Q1	$472K	Buy	+2,201	New	+$468K	0.43%	76
2019 Q4	$20K	Buy	+175	New	+$20.7K	0.02%	255

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

TI-Trust's UPS Position: Q2 2026 in Review

TI-Trust reduced its United Parcel Service (UPS) stake by 2.5% in Q2 2026, selling an estimated $7.28K and leaving 2,724 shares worth $293K. The position accounts for 0.16% of the portfolio, ranked #115.

TI-Trust first reported a position in UPS in Q4 2019 and has held it in 19 quarters since. The position peaked at $472K in Q1 2022. 911 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

TI-Trust held 2,724 shares of United Parcel Service worth $293K as of Q2 2026.
TI-Trust sold 70 United Parcel Service shares in Q2 2026, an estimated $7.28K.
United Parcel Service made up 0.16% of TI-Trust's portfolio in Q2 2026, its #115 holding.
TI-Trust first reported a position in United Parcel Service in Q4 2019 and has held it in 19 quarters since.
TI-Trust's United Parcel Service position peaked at $472K in Q1 2022.
911 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on TI-Trust's 13F filing for Q2 2026, filed 23 Jul 2026.