Vest Financial’s United Parcel Service UPS Stock Holding History

Vest Financial’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	19,297 +309	+2%	+$32.1K	0.02%	328
2026 Q1	$1.87M	Buy	18,988 +1,863	+11%	+$200K	0.02%	327
2025 Q4	$1.7M	Buy	17,125 +2,582	+18%	+$242K	0.02%	326
2025 Q3	$1.21M	Buy	14,543 +2,798	+24%	+$253K	0.02%	343
2025 Q2	$1.19M	Buy	11,745 +3,309	+39%	+$326K	0.02%	323
2025 Q1	$928K	Buy	8,436 +3,574	+74%	+$427K	0.01%	321
2024 Q4	$613K	Buy	4,862 +997	+26%	+$131K	0.01%	253
2024 Q3	$527K	Buy	+3,865	New	+$507K	0.01%	251
2024 Q2	–	Sell	-1,746	Closed	-$259K	–	263
2024 Q1	$259K	Buy	+1,746	New	+$265K	0.01%	247

Other funds holding UPS

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

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

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Vest Financial's UPS Position: Q2 2026 in Review

Vest Financial increased its United Parcel Service (UPS) stake by 1.6% in Q2 2026, buying an estimated $32.1K and bringing the position to 19,297 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #328.

Vest Financial first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Vest Financial held 19,297 shares of United Parcel Service worth $2.07M as of Q2 2026.
Vest Financial bought 309 United Parcel Service shares in Q2 2026, an estimated $32.1K.
United Parcel Service made up 0.02% of Vest Financial's portfolio in Q2 2026, its #328 holding.
Vest Financial first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.