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Traynor Capital Management’s United Parcel Service UPS Stock Holding History

Traynor Capital 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 		$312K Buy
2,900
+135
+5% +$14K 0.01% 251
2026
Q1 		$263K Sell
2,765
-72
-3% -$7.72K 0.02% 259
2025
Q4 		$281K Sell
2,837
-116
-4% -$10.8K 0.02% 262
2025
Q3 		$247K Sell
2,953
-76
-3% -$6.88K 0.01% 272
2025
Q2 		$316K Sell
3,029
-18
-0.6% -$1.77K 0.02% 174
2025
Q1 		$335K Buy
3,047
+551
+22% +$65.9K 0.03% 150
2024
Q4 		$315K Sell
2,496
-1,118
-31% -$147K 0.02% 182
2024
Q3 		$493K Sell
3,614
-1,084
-23% -$142K 0.03% 147
2024
Q2 		$643K Sell
4,698
-1,028
-18% -$147K 0.05% 115
2024
Q1 		$851K Sell
5,726
-14
-0.2% -$2.13K 0.07% 109
2023
Q4 		$903K Sell
5,740
-71
-1% -$10.7K 0.09% 97
2023
Q3 		$906K Buy
5,811
+53
+0.9% +$9.15K 0.11% 90
2023
Q2 		$1.03M Sell
5,758
-678
-11% -$120K 0.13% 85
2023
Q1 		$1.25M Buy
6,436
+617
+11% +$113K 0.18% 69
2022
Q4 		$1.01M Sell
5,819
-1,513
-21% -$262K 0.14% 84
2022
Q3 		$1.18M Buy
7,332
+275
+4% +$52.1K 0.21% 61
2022
Q2 		$1.29M Buy
7,057
+338
+5% +$61.6K 0.22% 60
2022
Q1 		$1.44M Buy
6,719
+435
+7% +$92.4K 0.19% 62
2021
Q4 		$1.35M Buy
6,284
+12
+0.2% +$2.44K 0.16% 75
2021
Q3 		$1.14M Sell
6,272
-311
-5% -$61.4K 0.16% 78
2021
Q2 		$1.39M Buy
6,583
+356
+6% +$71.2K 0.19% 72
2021
Q1 		$1.06M Buy
6,227
+38
+0.6% +$6.15K 0.17% 73
2020
Q4 		$1.04M Buy
6,189
+49
+0.8% +$8.27K 0.18% 68
2020
Q3 		$1.05M Buy
6,140
+75
+1% +$10.9K 0.24% 58
2020
Q2 		$674K Buy
6,065
+33
+0.5% +$3.29K 0.16% 77
2020
Q1 		$563K Sell
6,032
-251
-4% -$26K 0.2% 65
2019
Q4 		$735K Buy
6,283
+1
+0% +$118 0.2% 85
2019
Q3 		$752K Sell
6,282
-111
-2% -$12.7K 0.24% 77
2019
Q2 		$658K Buy
6,393
+168
+3% +$17.5K 0.21% 82
2019
Q1 		$695K Hold
6,225
– – 0.23% 73
2018
Q4 		$607K Sell
6,225
-798
-11% -$86.5K 0.25% 67
2018
Q3 		$820K Sell
7,023
-130
-2% -$15.3K 0.27% 64
2018
Q2 		$757K Buy
7,153
+179
+3% +$20.1K 0.28% 65
2018
Q1 		$729K Sell
6,974
-142
-2% -$16.4K 0.3% 60
2017
Q4 		$847K Buy
7,116
+47
+0.7% +$5.52K 0.36% 54
2017
Q3 		$845K Buy
7,069
+27
+0.4% +$3.07K 0.4% 53
2017
Q2 		$760K Buy
7,042
+591
+9% +$63.2K 0.38% 57
2017
Q1 		$689K Buy
6,451
+188
+3% +$20.5K 0.38% 56
2016
Q4 		$733K Sell
6,263
-227
-3% -$25.6K 0.49% 44
2016
Q3 		$701K Buy
6,490
+1,004
+18% +$110K 0.5% 45
2016
Q2 		$594K Buy
5,486
+24
+0.4% +$2.5K 0.46% 49
2016
Q1 		$576K Sell
5,462
-11
-0.2% -$1.07K 0.46% 51
2015
Q4 		$526K Buy
5,473
+1,189
+28% +$121K 0.38% 61
2015
Q3 		$422K Buy
4,284
+21
+0.5% +$2.07K 0.36% 60
2015
Q2 		$413K Buy
4,263
+97
+2% +$9.64K 0.34% 63
2015
Q1 		$403K Buy
4,166
+276
+7% +$28.3K 0.39% 57
2014
Q4 		$432K Buy
+3,890
New +$410K 0.5% 48

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

Traynor Capital Management's UPS Position: Q2 2026 in Review

Traynor Capital Management increased its United Parcel Service (UPS) stake by 4.9% in Q2 2026, buying an estimated $14K and bringing the position to 2,900 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #251.

Traynor Capital Management first reported a position in UPS in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.44M in Q1 2022. 662 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Traynor Capital Management held 2,900 shares of United Parcel Service worth $312K as of Q2 2026.
  • Traynor Capital Management bought 135 United Parcel Service shares in Q2 2026, an estimated $14K.
  • United Parcel Service made up 0.01% of Traynor Capital Management's portfolio in Q2 2026, its #251 holding.
  • Traynor Capital Management first reported a position in United Parcel Service in Q4 2014 and has held it in 47 quarters since.
  • Traynor Capital Management's United Parcel Service position peaked at $1.44M in Q1 2022.
  • 662 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.