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

Triumph 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 		$92K Sell
856
-74
-8% -$7.69K 0.02% 510
2026
Q1 		$91.5K Buy
930
+148
+19% +$15.9K 0.02% 473
2025
Q4 		$77.6K Sell
782
-3,956
-83% -$370K 0.02% 498
2025
Q3 		$396K Buy
+4,738
New +$429K 0.11% 200

Other funds holding UPS

Wealth Enhancement Advisory Services
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Triumph Capital Management reduced its United Parcel Service (UPS) stake by 8% in Q2 2026, selling an estimated $7.69K and leaving 856 shares worth $92K. The position accounts for 0.02% of the portfolio, ranked #510.

Triumph Capital Management first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. The position peaked at $396K in Q3 2025. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Triumph Capital Management held 856 shares of United Parcel Service worth $92K as of Q2 2026.
  • Triumph Capital Management sold 74 United Parcel Service shares in Q2 2026, an estimated $7.69K.
  • United Parcel Service made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #510 holding.
  • Triumph Capital Management first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's United Parcel Service position peaked at $396K in Q3 2025.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.