VVP
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Venture Visionary Partners’s United Parcel Service UPS Stock Holding History

Venture Visionary Partners’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
2024
Q1 		– Sell
-2,000
Closed -$314K – 578
2023
Q4 		$314K Buy
+2,000
New +$302K 0.02% 426

Other funds holding UPS

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SPC
Spirepoint Private Client Vero Beach, Florida $1.23B AUM 30.73% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Venture Visionary Partners's UPS Position: Q2 2026 in Review

Venture Visionary Partners increased its United Parcel Service (UPS) stake by 22% in Q2 2026, buying an estimated $1.04M and bringing the position to 55,997 shares worth $6.02M. The position accounts for 0.17% of the portfolio, ranked #137.

Venture Visionary Partners first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.4M in Q4 2023. 1,174 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Venture Visionary Partners held 55,997 shares of United Parcel Service worth $6.02M as of Q2 2026.
  • Venture Visionary Partners bought 10,006 United Parcel Service shares in Q2 2026, an estimated $1.04M.
  • United Parcel Service made up 0.17% of Venture Visionary Partners's portfolio in Q2 2026, its #137 holding.
  • Venture Visionary Partners first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • Venture Visionary Partners's United Parcel Service position peaked at $7.4M in Q4 2023.
  • 1,174 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.