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Verdence Capital Advisors’s United Parcel Service UPS Stock Holding History

Verdence Capital 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 		$4.02M Sell
37,362
-446
-1% -$46.4K 0.21% 109
2026
Q1 		$3.72M Buy
37,808
+17,026
+82% +$1.83M 0.22% 105
2025
Q4 		$2.06M Sell
20,782
-14,352
-41% -$1.34M 0.12% 162
2025
Q3 		$3.13M Buy
35,134
+1,091
+3% +$98.8K 0.18% 130
2025
Q2 		$3.44M Sell
34,043
-20,511
-38% -$2.02M 0.23% 102
2025
Q1 		$6M Buy
54,554
+12,191
+29% +$1.46M 0.46% 50
2024
Q4 		$5.34M Sell
42,363
-11,926
-22% -$1.57M 0.43% 52
2024
Q3 		$7.4M Buy
54,289
+2,300
+4% +$302K 0.59% 36
2024
Q2 		$7.11M Buy
51,989
+23,349
+82% +$3.34M 0.63% 35
2024
Q1 		$4.26M Buy
28,640
+4,343
+18% +$660K 0.39% 62
2023
Q4 		$3.82M Sell
24,297
-652
-3% -$98.6K 0.37% 63
2023
Q3 		$3.89M Buy
24,949
+950
+4% +$164K 0.42% 59
2023
Q2 		$4.3M Buy
23,999
+608
+3% +$108K 0.5% 47
2023
Q1 		$4.54M Buy
23,391
+3,056
+15% +$561K 0.55% 42
2022
Q4 		$3.53M Sell
20,335
-278
-1% -$48.1K 0.43% 50
2022
Q3 		$3.33M Buy
20,613
+665
+3% +$126K 0.46% 57
2022
Q2 		$3.64M Buy
19,948
+2,796
+16% +$510K 0.47% 51
2022
Q1 		$3.68M Buy
17,152
+1,012
+6% +$215K 0.42% 60
2021
Q4 		$3.46M Sell
16,140
-46
-0.3% -$9.36K 0.41% 65
2021
Q3 		$2.95M Buy
16,186
+97
+0.6% +$19.1K 0.39% 66
2021
Q2 		$3.35M Sell
16,089
-2,162
-12% -$433K 0.46% 51
2021
Q1 		$3.1M Sell
18,251
-1,103
-6% -$178K 0.52% 43
2020
Q4 		$3.26M Sell
19,354
-4,529
-19% -$764K 0.62% 37
2020
Q3 		$3.98M Sell
23,883
-6,170
-21% -$898K 0.91% 23
2020
Q2 		$3.34M Buy
30,053
+3,727
+14% +$372K 0.82% 29
2020
Q1 		$2.46M Buy
26,326
+3,682
+16% +$381K 0.74% 35
2019
Q4 		$2.65M Sell
22,644
-3,574
-14% -$423K 0.65% 41
2019
Q3 		$3.14M Buy
26,218
+644
+3% +$73.6K 0.88% 26
2019
Q2 		$2.64M Sell
25,574
-1,719
-6% -$179K 0.76% 35
2019
Q1 		$3.05M Buy
27,293
+3,931
+17% +$417K 0.83% 37
2018
Q4 		$2.28M Buy
23,362
+2,698
+13% +$292K 0.64% 47
2018
Q3 		$2.41M Buy
20,664
+1,520
+8% +$179K 0.6% 46
2018
Q2 		$2.03M Buy
19,144
+1,715
+10% +$193K 0.49% 55
2018
Q1 		$1.82M Buy
17,429
+3,139
+22% +$363K 0.44% 55
2017
Q4 		$1.7M Buy
+14,290
New +$1.68M 0.41% 53

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

Verdence Capital Advisors's UPS Position: Q2 2026 in Review

Verdence Capital Advisors reduced its United Parcel Service (UPS) stake by 1.2% in Q2 2026, selling an estimated $46.4K and leaving 37,362 shares worth $4.02M. The position accounts for 0.21% of the portfolio, ranked #109.

Verdence Capital Advisors first reported a position in UPS in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.4M in Q3 2024. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Verdence Capital Advisors held 37,362 shares of United Parcel Service worth $4.02M as of Q2 2026.
  • Verdence Capital Advisors sold 446 United Parcel Service shares in Q2 2026, an estimated $46.4K.
  • United Parcel Service made up 0.21% of Verdence Capital Advisors's portfolio in Q2 2026, its #109 holding.
  • Verdence Capital Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 35 quarters since.
  • Verdence Capital Advisors's United Parcel Service position peaked at $7.4M in Q3 2024.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.