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Westhampton Capital’s United Parcel Service UPS Stock Holding History

Westhampton 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 		$489K Buy
+4,545
New +$472K 0.2% 87
2025
Q2 		– Sell
-2,070
Closed -$228K – 120
2025
Q1 		$228K Hold
2,070
– – 0.12% 109
2024
Q4 		$261K Sell
2,070
-285
-12% -$37.5K 0.13% 109
2024
Q3 		$321K Hold
2,355
– – 0.16% 103
2024
Q2 		$322K Hold
2,355
– – 0.17% 97
2024
Q1 		$350K Sell
2,355
-320
-12% -$48.6K 0.19% 97
2023
Q4 		$421K Sell
2,675
-50
-2% -$7.56K 0.25% 89
2023
Q3 		$425K Buy
2,725
+135
+5% +$23.3K 0.27% 88
2023
Q2 		$464K Sell
2,590
-20
-0.8% -$3.55K 0.3% 80
2023
Q1 		$506K Hold
2,610
– – 0.33% 84
2022
Q4 		$454K Sell
2,610
-15
-0.6% -$2.6K 0.31% 83
2022
Q3 		$424K Sell
2,625
-275
-9% -$52.1K 0.32% 84
2022
Q2 		$529K Hold
2,900
– – 0.37% 76
2022
Q1 		$622K Buy
2,900
+55
+2% +$11.7K 0.4% 74
2021
Q4 		$610K Hold
2,845
– – 0.37% 75
2021
Q3 		$518K Buy
2,845
+1,120
+65% +$221K 0.35% 79
2021
Q2 		$359K Hold
1,725
– – 0.23% 95
2021
Q1 		$293K Buy
+1,725
New +$279K 0.2% 100

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Westhampton Capital's UPS Position: Q2 2026 in Review

Westhampton Capital opened a new position in United Parcel Service (UPS) in Q2 2026: 4,545 shares worth $489K. The stake represents 0.2% of the portfolio and ranks #87 among its holdings. This is a return to the name: Westhampton Capital previously reported a position in UPS as recently as Q1 2025.

Westhampton Capital first reported a position in UPS in Q1 2021 and has held it in 18 quarters since. The position peaked at $622K in Q1 2022. 749 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Westhampton Capital held 4,545 shares of United Parcel Service worth $489K as of Q2 2026.
  • United Parcel Service was a new Westhampton Capital position in Q2 2026.
  • United Parcel Service made up 0.2% of Westhampton Capital's portfolio in Q2 2026, its #87 holding.
  • Westhampton Capital first reported a position in United Parcel Service in Q1 2021 and has held it in 18 quarters since.
  • Westhampton Capital's United Parcel Service position peaked at $622K in Q1 2022.
  • 749 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Westhampton Capital's 13F filing for Q2 2026, filed 14 Jul 2026.