West Branch Capital’s United Parcel Service UPS Stock Holding History

West Branch Capital’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	$19.4K	Hold	180	–	–	﹤0.01%	192
2026 Q1	$17.7K	Sell	180 -40	-18%	-$4.29K	﹤0.01%	189
2025 Q4	$21.8K	Buy	220 +20	+10%	+$1.87K	0.01%	189
2025 Q3	$16.7K	Buy	200 +20	+11%	+$1.81K	﹤0.01%	218
2025 Q2	$18.2K	Hold	180	–	–	0.01%	213
2025 Q1	$19.8K	Sell	180 -894	-83%	-$107K	0.01%	224
2024 Q4	$135K	Sell	1,074 -6	-0.6%	-$790	0.04%	98
2024 Q3	$147K	Sell	1,080 -20	-2%	-$2.63K	0.05%	97
2024 Q2	$150K	Buy	1,100 +191	+21%	+$27.3K	0.06%	95
2024 Q1	$135K	Sell	909 -260	-22%	-$39.5K	0.05%	103
2023 Q4	$184K	Hold	1,169	–	–	0.09%	81
2023 Q3	$182K	Sell	1,169 -8	-0.7%	-$1.38K	0.1%	80
2023 Q2	$211K	Buy	1,177 +8	+0.7%	+$1.42K	0.11%	77
2023 Q1	$227K	Buy	1,169 +2	+0.2%	+$367	0.13%	73
2022 Q4	$203K	Sell	1,167 -49	-4%	-$8.48K	0.13%	75
2022 Q3	$196K	Buy	1,216 +65	+6%	+$12.3K	0.12%	77
2022 Q2	$210K	Buy	1,151 +6	+0.5%	+$1.09K	0.12%	76
2022 Q1	$245K	Buy	1,145 +6	+0.5%	+$1.27K	0.12%	76
2021 Q4	$244K	Sell	1,139 -164	-13%	-$33.4K	0.1%	79
2021 Q3	$237K	Sell	1,303 -274	-17%	-$54.1K	0.11%	76
2021 Q2	$328K	Buy	1,577 +329	+26%	+$65.8K	0.16%	69
2021 Q1	$212K	Sell	1,248 -11	-0.9%	-$1.78K	0.12%	85
2020 Q4	$212K	Sell	1,259 -324	-20%	-$54.7K	0.13%	84
2020 Q3	$264K	Buy	+1,583	New	+$230K	0.17%	70
2020 Q2	–	Sell	-2,700	Closed	-$252K	–	87
2020 Q1	$252K	Sell	2,700 -194	-7%	-$20.1K	0.24%	63
2019 Q4	$339K	Sell	2,894 -931	-24%	-$110K	0.24%	71
2019 Q3	$458K	Sell	3,825 -1,060	-22%	-$121K	0.34%	58
2019 Q2	$504K	Sell	4,885 -357	-7%	-$37.1K	0.42%	56
2019 Q1	$586K	Sell	5,242 -164	-3%	-$17.4K	0.52%	46
2018 Q4	$527K	Sell	5,406 -3,207	-37%	-$348K	0.56%	45
2018 Q3	$1.01M	Sell	8,613 -140	-2%	-$16.5K	0.75%	41
2018 Q2	$930K	Buy	+8,753	New	+$983K	0.73%	45

Other funds holding UPS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

West Branch Capital's UPS Position: Q2 2026 in Review

West Branch Capital held its United Parcel Service (UPS) position steady in Q2 2026 at 180 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

West Branch Capital first reported a position in UPS in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.01M in Q3 2018. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

West Branch Capital held 180 shares of United Parcel Service worth $19.4K as of Q2 2026.
West Branch Capital left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #192 holding.
West Branch Capital first reported a position in United Parcel Service in Q2 2018 and has held it in 32 quarters since.
West Branch Capital's United Parcel Service position peaked at $1.01M in Q3 2018.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.