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

Tufton 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 		$5.14M Sell
47,813
-466
-1% -$48.4K 0.86% 39
2026
Q1 		$4.75M Sell
48,279
-571
-1% -$61.2K 0.86% 40
2025
Q4 		$4.84M Sell
48,850
-6,647
-12% -$622K 0.85% 42
2025
Q3 		$4.63M Sell
55,497
-792
-1% -$71.7K 0.83% 44
2025
Q2 		$5.68M Sell
56,289
-2,282
-4% -$225K 1.08% 40
2025
Q1 		$6.44M Sell
58,571
-280
-0.5% -$33.5K 1.24% 33
2024
Q4 		$7.42M Buy
58,851
+4,014
+7% +$528K 1.4% 28
2024
Q3 		$7.48M Buy
54,837
+8,519
+18% +$1.12M 1.4% 31
2024
Q2 		$6.34M Buy
46,318
+322
+0.7% +$46.1K 1.23% 34
2024
Q1 		$6.84M Sell
45,996
-478
-1% -$72.7K 1.34% 32
2023
Q4 		$7.31M Sell
46,474
-1,607
-3% -$243K 1.53% 29
2023
Q3 		$7.49M Buy
48,081
+1,284
+3% +$222K 1.67% 24
2023
Q2 		$8.39M Sell
46,797
-694
-1% -$123K 1.81% 19
2023
Q1 		$9.21M Buy
47,491
+321
+0.7% +$58.9K 1.99% 16
2022
Q4 		$8.2M Sell
47,170
-65
-0.1% -$11.3K 1.8% 22
2022
Q3 		$7.63M Sell
47,235
-59
-0.1% -$11.2K 1.84% 20
2022
Q2 		$8.63M Sell
47,294
-145
-0.3% -$26.4K 1.61% 25
2022
Q1 		$10.2M Sell
47,439
-1,288
-3% -$274K 1.64% 23
2021
Q4 		$10.4M Sell
48,727
-300
-0.6% -$61K 1.6% 25
2021
Q3 		$8.93M Buy
49,027
+298
+0.6% +$58.8K 1.51% 29
2021
Q2 		$10.1M Sell
48,729
-1,230
-2% -$246K 1.66% 24
2021
Q1 		$8.49M Sell
49,959
-37
-0.1% -$5.99K 1.45% 27
2020
Q4 		$8.42M Sell
49,996
-5,007
-9% -$845K 1.55% 26
2020
Q3 		$9.16M Sell
55,003
-725
-1% -$106K 1.89% 22
2020
Q2 		$6.2M Sell
55,728
-493
-0.9% -$49.2K 1.36% 34
2020
Q1 		$5.25M Buy
56,221
+1,151
+2% +$119K 1.35% 35
2019
Q4 		$6.45M Sell
55,070
-215
-0.4% -$25.5K 1.27% 33
2019
Q3 		$6.62M Sell
55,285
-683
-1% -$78.1K 1.4% 31
2019
Q2 		$5.78M Buy
55,968
+10,049
+22% +$1.05M 1.22% 35
2019
Q1 		$5.13M Buy
45,919
+2,145
+5% +$227K 1.09% 39
2018
Q4 		$4.27M Buy
43,774
+2,643
+6% +$287K 1.05% 39
2018
Q3 		$4.8M Sell
41,131
-700
-2% -$82.4K 1.02% 38
2018
Q2 		$4.44M Buy
41,831
+1,406
+3% +$158K 0.95% 45
2018
Q1 		$4.23M Buy
40,425
+2,009
+5% +$232K 0.83% 49
2017
Q4 		$4.58M Sell
38,416
-53
-0.1% -$6.23K 0.88% 47
2017
Q3 		$4.62M Sell
38,469
-510
-1% -$58K 0.92% 42
2017
Q2 		$4.31M Buy
38,979
+1,631
+4% +$174K 0.87% 47
2017
Q1 		$4.01M Buy
37,348
+4,084
+12% +$446K 0.79% 48
2016
Q4 		$3.81M Sell
33,264
-1,276
-4% -$144K 0.77% 50
2016
Q3 		$3.78M Buy
34,540
+392
+1% +$42.8K 0.76% 52
2016
Q2 		$3.68M Sell
34,148
-2,569
-7% -$267K 0.74% 52
2016
Q1 		$3.87M Sell
36,717
-58
-0.2% -$5.64K 0.96% 47
2015
Q4 		$3.54M Sell
36,775
-1,377
-4% -$141K 0.87% 50
2015
Q3 		$3.77M Buy
38,152
+103
+0.3% +$10.2K 0.83% 52
2015
Q2 		$3.69M Sell
38,049
-2,243
-6% -$223K 0.74% 56
2015
Q1 		$3.91M Buy
40,292
+970
+2% +$99.5K 0.72% 57
2014
Q4 		$4.37M Sell
39,322
-1,508
-4% -$159K 0.8% 54
2014
Q3 		$4.01M Buy
40,830
+35
+0.1% +$3.48K 0.75% 54
2014
Q2 		$4.19M Buy
40,795
+1,297
+3% +$130K 0.85% 52
2014
Q1 		$3.85M Buy
39,498
+1,213
+3% +$118K 0.8% 53
2013
Q4 		$4.02M Sell
38,285
-225
-0.6% -$22.2K 0.86% 50
2013
Q3 		$3.52M Sell
38,510
-136
-0.4% -$12K 0.83% 48
2013
Q2 		$3.34M Buy
+38,646
New +$3.31M 0.8% 52

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

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

Tufton Capital Management reduced its United Parcel Service (UPS) stake by 0.97% in Q2 2026, selling an estimated $48.4K and leaving 47,813 shares worth $5.14M. The position accounts for 0.86% of the portfolio, ranked #39.

Tufton Capital Management first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.4M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Tufton Capital Management held 47,813 shares of United Parcel Service worth $5.14M as of Q2 2026.
  • Tufton Capital Management sold 466 United Parcel Service shares in Q2 2026, an estimated $48.4K.
  • United Parcel Service made up 0.86% of Tufton Capital Management's portfolio in Q2 2026, its #39 holding.
  • Tufton Capital Management first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Tufton Capital Management's United Parcel Service position peaked at $10.4M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.