WIM
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Westside Investment Management’s United Parcel Service UPS Stock Holding History

Westside Investment Management’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
2017
Q3 		– Sell
-10
Closed -$10 – 832
2017
Q2 		$10 Buy
+10
New +$1.07K ﹤0.01% 811

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

Westside Investment Management's UPS Position: Q2 2026 in Review

Westside Investment Management reduced its United Parcel Service (UPS) stake by 65% in Q2 2026, selling an estimated $4.05K and leaving 21 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Westside Investment Management first reported a position in UPS in Q4 2016 and has held it in 36 quarters since. The position peaked at $184K in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Westside Investment Management held 21 shares of United Parcel Service worth $2.26K as of Q2 2026.
  • Westside Investment Management sold 39 United Parcel Service shares in Q2 2026, an estimated $4.05K.
  • United Parcel Service made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1325 holding.
  • Westside Investment Management first reported a position in United Parcel Service in Q4 2016 and has held it in 36 quarters since.
  • Westside Investment Management's United Parcel Service position peaked at $184K in Q1 2023.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.