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Trust Investment Advisors’s United Parcel Service UPS Stock Holding History

Trust Investment Advisors’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 		$2.07M Buy
19,225
+16,725
+669% +$1.74M 0.99% 25
2026
Q1 		$246K Hold
2,500
– – 0.14% 84
2025
Q4 		$248K Buy
+2,500
New +$234K 0.13% 82
2025
Q1 		– Sell
-7,119
Closed -$898K – 144
2024
Q4 		$898K Buy
7,119
+877
+14% +$115K 0.57% 52
2024
Q3 		$851K Sell
6,242
-373
-6% -$49K 0.54% 62
2024
Q2 		$905K Buy
6,615
+187
+3% +$26.8K 0.58% 61
2024
Q1 		$955K Buy
6,428
+46
+0.7% +$6.99K 0.69% 57
2023
Q4 		$1M Buy
6,382
+23
+0.4% +$3.48K 0.78% 46
2023
Q3 		$991K Sell
6,359
-397
-6% -$68.5K 0.85% 47
2023
Q2 		$1.21M Buy
6,756
+131
+2% +$23.3K 0.98% 40
2023
Q1 		$1.29M Buy
6,625
+43
+0.7% +$7.89K 1.15% 35
2022
Q4 		$1.14M Buy
6,582
+290
+5% +$50.2K 1.08% 37
2022
Q3 		$1.02M Sell
6,292
-11
-0.2% -$2.08K 1.06% 42
2022
Q2 		$1.15M Sell
6,303
-153
-2% -$27.9K 1.11% 37
2022
Q1 		$1.38M Buy
6,456
+100
+2% +$21.2K 1.13% 37
2021
Q4 		$1.36M Buy
6,356
+297
+5% +$60.4K 1.07% 36
2021
Q3 		$1.1M Sell
6,059
-80
-1% -$15.8K 0.99% 47
2021
Q2 		$1.28M Buy
6,139
+134
+2% +$26.8K 1.13% 31
2021
Q1 		$1.02M Sell
6,005
-383
-6% -$62K 1% 43
2020
Q4 		$1.08M Sell
6,388
-272
-4% -$45.9K 1.09% 36
2020
Q3 		$1.11M Sell
6,660
-25
-0.4% -$3.64K 1.29% 25
2020
Q2 		$743K Sell
6,685
-100
-1% -$9.98K 0.95% 42
2020
Q1 		$634K Sell
6,785
-150
-2% -$15.5K 1.05% 36
2019
Q4 		$812K Hold
6,935
– – 1.01% 47
2019
Q3 		$831K Sell
6,935
-125
-2% -$14.3K 1.07% 46
2019
Q2 		$729K Sell
7,060
-500
-7% -$52K 0.92% 52
2019
Q1 		$845K Sell
7,560
-1,100
-13% -$117K 1% 51
2018
Q4 		$845K Sell
8,660
-300
-3% -$32.5K 1.07% 44
2018
Q3 		$1.05M Sell
8,960
-25
-0.3% -$2.94K 1.07% 42
2018
Q2 		$954K Hold
8,985
– – 1.05% 46
2018
Q1 		$940K Sell
8,985
-500
-5% -$57.8K 1.08% 47
2017
Q4 		$1.13M Buy
9,485
+125
+1% +$14.7K 1.25% 35
2017
Q3 		$1.12M Sell
9,360
-2,100
-18% -$239K 1.27% 34
2017
Q2 		$1.27M Buy
11,460
+315
+3% +$33.7K 1.36% 28
2017
Q1 		$1.2M Buy
11,145
+200
+2% +$21.9K 1.29% 37
2016
Q4 		$1.25M Buy
10,945
+225
+2% +$25.4K 1.42% 32
2016
Q3 		$1.17M Buy
10,720
+125
+1% +$13.7K 1.33% 33
2016
Q2 		$1.14M Sell
10,595
-585
-5% -$60.9K 1.34% 30
2016
Q1 		$1.18M Buy
+11,180
New +$1.09M 1.33% 27

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

Trust Investment Advisors's UPS Position: Q2 2026 in Review

Trust Investment Advisors increased its United Parcel Service (UPS) stake by 669% in Q2 2026, buying an estimated $1.74M and bringing the position to 19,225 shares worth $2.07M. The position accounts for 0.99% of the portfolio, ranked #25.

Trust Investment Advisors first reported a position in UPS in Q1 2016 and has held it in 39 quarters since. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Trust Investment Advisors held 19,225 shares of United Parcel Service worth $2.07M as of Q2 2026.
  • Trust Investment Advisors bought 16,725 United Parcel Service shares in Q2 2026, an estimated $1.74M.
  • United Parcel Service made up 0.99% of Trust Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Trust Investment Advisors first reported a position in United Parcel Service in Q1 2016 and has held it in 39 quarters since.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Trust Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.