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Trust Company of Toledo’s United Parcel Service UPS Stock Holding History

Trust Company of Toledo’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 		$1.29M Buy
11,976
+1,075
+10% +$112K 0.11% 162
2026
Q1 		$1.07M Sell
10,901
-328
-3% -$35.2K 0.1% 166
2025
Q4 		$1.11M Sell
11,229
-322
-3% -$30.1K 0.11% 157
2025
Q3 		$965K Buy
11,551
+173
+2% +$15.7K 0.1% 169
2025
Q2 		$1.15M Sell
11,378
-2,240
-16% -$220K 0.13% 151
2025
Q1 		$1.5M Sell
13,618
-339
-2% -$40.5K 0.2% 106
2024
Q4 		$1.76M Sell
13,957
-1,273
-8% -$168K 0.23% 95
2024
Q3 		$2.08M Buy
15,230
+345
+2% +$45.3K 0.28% 81
2024
Q2 		$2.04M Sell
14,885
-267
-2% -$38.2K 0.29% 75
2024
Q1 		$2.25M Sell
15,152
-328
-2% -$49.9K 0.35% 69
2023
Q4 		$2.43M Buy
15,480
+397
+3% +$60K 0.42% 66
2023
Q3 		$2.35M Buy
15,083
+1,775
+13% +$306K 0.46% 59
2023
Q2 		$2.39M Sell
13,308
-544
-4% -$96.6K 0.4% 59
2023
Q1 		$2.69M Sell
13,852
-562
-4% -$103K 0.48% 50
2022
Q4 		$2.51K Sell
14,414
-37
-0.3% -$6.41K 0.47% 55
2022
Q3 		$2.33M Sell
14,451
-36
-0.2% -$6.82K 0.45% 53
2022
Q2 		$2.65M Buy
14,487
+194
+1% +$35.4K 0.46% 53
2022
Q1 		$3.07M Sell
14,293
-1
-0% -$212 0.47% 51
2021
Q4 		$3.06M Buy
14,294
+230
+2% +$46.8K 0.46% 53
2021
Q3 		$2.56M Sell
14,064
-64
-0.5% -$12.6K 0.42% 56
2021
Q2 		$2.94M Sell
14,128
-74
-0.5% -$14.8K 0.5% 49
2021
Q1 		$2.41M Sell
14,202
-1,231
-8% -$199K 0.44% 58
2020
Q4 		$2.6M Buy
15,433
+492
+3% +$83K 0.5% 51
2020
Q3 		$2.49M Sell
14,941
-76
-0.5% -$11.1K 0.56% 47
2020
Q2 		$1.67M Sell
15,017
-184
-1% -$18.4K 0.4% 64
2020
Q1 		$1.42M Buy
15,201
+255
+2% +$26.4K 0.39% 69
2019
Q4 		$1.75M Buy
14,946
+84
+0.6% +$9.94K 0.41% 70
2019
Q3 		$1.78M Sell
14,862
-129
-0.9% -$14.7K 0.43% 61
2019
Q2 		$1.55M Buy
14,991
+194
+1% +$20.2K 0.39% 73
2019
Q1 		$1.65M Sell
14,797
-756
-5% -$80.2K 0.42% 66
2018
Q4 		$1.52M Buy
15,553
+31
+0.2% +$3.36K 0.42% 67
2018
Q3 		$1.81M Sell
15,522
-139
-0.9% -$16.4K 0.46% 59
2018
Q2 		$1.66M Buy
15,661
+212
+1% +$23.8K 0.44% 63
2018
Q1 		$1.62M Sell
15,449
-1,121
-7% -$130K 0.43% 66
2017
Q4 		$1.97M Buy
16,570
+494
+3% +$58.1K 0.49% 58
2017
Q3 		$1.93M Buy
16,076
+780
+5% +$88.7K 0.49% 56
2017
Q2 		$1.69M Buy
15,296
+208
+1% +$22.2K 0.44% 67
2017
Q1 		$1.62M Sell
15,088
-5
-0% -$546 0.44% 68
2016
Q4 		$1.73M Buy
15,093
+116
+0.8% +$13.1K 0.48% 60
2016
Q3 		$1.64M Buy
14,977
+249
+2% +$27.2K 0.47% 61
2016
Q2 		$1.59M Buy
14,728
+669
+5% +$69.6K 0.46% 64
2016
Q1 		$1.48M Buy
14,059
+160
+1% +$15.6K 0.45% 64
2015
Q4 		$1.34M Sell
13,899
-135
-1% -$13.8K 0.41% 67
2015
Q3 		$1.39M Sell
14,034
-322
-2% -$31.8K 0.44% 65
2015
Q2 		$1.39M Buy
14,356
+610
+4% +$60.6K 0.41% 65
2015
Q1 		$1.33M Buy
13,746
+166
+1% +$17K 0.4% 73
2014
Q4 		$1.51M Sell
13,580
-147
-1% -$15.5K 0.46% 57
2014
Q3 		$1.35M Sell
13,727
-1,208
-8% -$120K 0.44% 59
2014
Q2 		$1.53M Buy
14,935
+612
+4% +$61.5K 0.45% 60
2014
Q1 		$1.4M Buy
14,323
+2,012
+16% +$196K 0.42% 63
2013
Q4 		$1.29M Buy
12,311
+2,508
+26% +$247K 0.42% 62
2013
Q3 		$896K Buy
9,803
+1,661
+20% +$146K 0.32% 75
2013
Q2 		$704K Buy
+8,142
New +$698K 0.26% 95

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

Trust Company of Toledo's UPS Position: Q2 2026 in Review

Trust Company of Toledo increased its United Parcel Service (UPS) stake by 9.9% in Q2 2026, buying an estimated $112K and bringing the position to 11,976 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #162.

Trust Company of Toledo first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.07M in Q1 2022. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Trust Company of Toledo held 11,976 shares of United Parcel Service worth $1.29M as of Q2 2026.
  • Trust Company of Toledo bought 1,075 United Parcel Service shares in Q2 2026, an estimated $112K.
  • United Parcel Service made up 0.11% of Trust Company of Toledo's portfolio in Q2 2026, its #162 holding.
  • Trust Company of Toledo first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Trust Company of Toledo's United Parcel Service position peaked at $3.07M in Q1 2022.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.