Trust Point Inc’s United Parcel Service UPS Stock Holding History

Trust Point Inc’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	$213K	Buy	+1,983	New	+$206K	0.02%	437
2026 Q1	–	Sell	-2,045	Closed	-$203K	–	538
2025 Q4	$203K	Buy	+2,045	New	+$191K	0.02%	465
2025 Q2	–	Sell	-3,108	Closed	-$342K	–	466
2025 Q1	$342K	Sell	3,108 -2,024	-39%	-$242K	0.03%	308
2024 Q4	$647K	Buy	5,132 +1,070	+26%	+$141K	0.04%	238
2024 Q3	$554K	Buy	4,062 +40	+1%	+$5.25K	0.04%	266
2024 Q2	$550K	Sell	4,022 -442	-10%	-$63.3K	0.04%	250
2024 Q1	$663K	Sell	4,464 -42	-0.9%	-$6.38K	0.05%	228
2023 Q4	$708K	Buy	+4,506	New	+$681K	0.06%	200

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Trust Point Inc's UPS Position: Q2 2026 in Review

Trust Point Inc opened a new position in United Parcel Service (UPS) in Q2 2026: 1,983 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #437 among its holdings. This is a return to the name: Trust Point Inc previously reported a position in UPS as recently as Q4 2025.

Trust Point Inc first reported a position in UPS in Q4 2023 and has held it in 8 quarters since. The position peaked at $708K in Q4 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Trust Point Inc held 1,983 shares of United Parcel Service worth $213K as of Q2 2026.
United Parcel Service was a new Trust Point Inc position in Q2 2026.
United Parcel Service made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #437 holding.
Trust Point Inc first reported a position in United Parcel Service in Q4 2023 and has held it in 8 quarters since.
Trust Point Inc's United Parcel Service position peaked at $708K in Q4 2023.
683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.