TrueMark Investments’s United Parcel Service UPS Stock Holding History

TrueMark Investments’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	$12.4M	Buy	114,909 +14,973	+15%	+$1.56M	1.55%	23
2026 Q1	$9.83M	Buy	99,936 +38,802	+63%	+$4.16M	1.91%	13
2025 Q4	$6.06M	Buy	61,134 +44,957	+278%	+$4.21M	1.16%	35
2025 Q3	$1.35M	Buy	16,177 +1,140	+8%	+$103K	0.23%	102
2025 Q2	$1.52M	Sell	15,037 -2,821	-16%	-$278K	0.33%	91
2025 Q1	$1.96M	Sell	17,858 -19,037	-52%	-$2.28M	0.51%	64
2024 Q4	$4.65M	Buy	36,895 +3,132	+9%	+$412K	1.49%	24
2024 Q3	$4.6M	Buy	+33,763	New	+$4.43M	1.48%	13

Other funds holding UPS

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

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 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

TrueMark Investments's UPS Position: Q2 2026 in Review

TrueMark Investments increased its United Parcel Service (UPS) stake by 15% in Q2 2026, buying an estimated $1.56M and bringing the position to 114,909 shares worth $12.4M. The position accounts for 1.55% of the portfolio, ranked #23.

TrueMark Investments first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. 737 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

TrueMark Investments held 114,909 shares of United Parcel Service worth $12.4M as of Q2 2026.
TrueMark Investments bought 14,973 United Parcel Service shares in Q2 2026, an estimated $1.56M.
United Parcel Service made up 1.55% of TrueMark Investments's portfolio in Q2 2026, its #23 holding.
TrueMark Investments first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
737 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.