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Whitney & Co’s United Parcel Service UPS Stock Holding History

Whitney & Co’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 		$541K Sell
5,032
-1,020
-17% -$106K 0.04% 120
2026
Q1 		$595K Sell
6,052
-185
-3% -$19.8K 0.05% 116
2025
Q4 		$619K Buy
6,237
+1,376
+28% +$129K 0.05% 113
2025
Q3 		$406K Hold
4,861
– – 0.04% 98
2025
Q2 		$491K Sell
4,861
-343
-7% -$33.7K 0.05% 88
2025
Q1 		$572K Hold
5,204
– – 0.06% 88
2024
Q4 		$656K Sell
5,204
-6
-0.1% -$790 0.07% 77
2024
Q3 		$710K Sell
5,210
-100
-2% -$13.1K 0.08% 76
2024
Q2 		$727K Buy
5,310
+1,206
+29% +$173K 0.08% 73
2024
Q1 		$610K Hold
4,104
– – 0.07% 79
2023
Q4 		$645K Sell
4,104
-14
-0.3% -$2.12K 0.08% 79
2023
Q3 		$642K Hold
4,118
– – 0.1% 77
2023
Q2 		$738K Sell
4,118
-10
-0.2% -$1.78K 0.11% 74
2023
Q1 		$801K Sell
4,128
-60
-1% -$11K 0.13% 74
2022
Q4 		$728K Buy
4,188
+60
+1% +$10.4K 0.13% 74
2022
Q3 		$667K Sell
4,128
-150
-4% -$28.4K 0.13% 79
2022
Q2 		$781K Buy
4,278
+10
+0.2% +$1.82K 0.14% 75
2022
Q1 		$915K Buy
+4,268
New +$907K 0.14% 77
2018
Q4 		– Sell
-411
Closed -$46K – 445
2018
Q3 		$46K Sell
411
-37
-8% -$4.36K 0.01% 185
2018
Q2 		$48K Sell
448
-275
-38% -$30.9K 0.01% 165
2018
Q1 		$76K Buy
+723
New +$83.6K 0.02% 147

Other funds holding UPS

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

Whitney & Co's UPS Position: Q2 2026 in Review

Whitney & Co reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $106K and leaving 5,032 shares worth $541K. The position accounts for 0.04% of the portfolio, ranked #120.

Whitney & Co first reported a position in UPS in Q1 2018 and has held it in 21 quarters since. The position peaked at $915K in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Whitney & Co held 5,032 shares of United Parcel Service worth $541K as of Q2 2026.
  • Whitney & Co sold 1,020 United Parcel Service shares in Q2 2026, an estimated $106K.
  • United Parcel Service made up 0.04% of Whitney & Co's portfolio in Q2 2026, its #120 holding.
  • Whitney & Co first reported a position in United Parcel Service in Q1 2018 and has held it in 21 quarters since.
  • Whitney & Co's United Parcel Service position peaked at $915K in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.