Whipplewood Advisors’s United Parcel Service UPS Stock Holding History

Whipplewood 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	$753	Sell	7 -14	-67%	-$1.46K	﹤0.01%	581
2026 Q1	$2.07K	Buy	+21	New	+$2.25K	﹤0.01%	765
2025 Q3	–	Sell	-221	Closed	-$22.3K	–	1117
2025 Q2	$22.3K	Sell	221 -124	-36%	-$12.2K	0.01%	446
2025 Q1	$25.7K	Buy	345 +72	+26%	+$8.61K	0.02%	408
2024 Q4	$34.4K	Buy	+273	New	+$35.9K	0.02%	367

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

Whipplewood Advisors's UPS Position: Q2 2026 in Review

Whipplewood Advisors reduced its United Parcel Service (UPS) stake by 67% in Q2 2026, selling an estimated $1.46K and leaving 7 shares worth $753. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Whipplewood Advisors first reported a position in UPS in Q4 2024 and has held it in 5 quarters since. The position peaked at $34.4K in Q4 2024. 871 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Whipplewood Advisors held 7 shares of United Parcel Service worth $753 as of Q2 2026.
Whipplewood Advisors sold 14 United Parcel Service shares in Q2 2026, an estimated $1.46K.
United Parcel Service made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #581 holding.
Whipplewood Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 5 quarters since.
Whipplewood Advisors's United Parcel Service position peaked at $34.4K in Q4 2024.
871 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.