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WhitTier Trust Company’s United Parcel Service UPS Stock Holding History

WhitTier Trust Company’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 		$480K Sell
4,289
-139
-3% -$14.4K 0.01% 400
2026
Q1 		$430K Sell
4,428
-34
-0.8% -$3.65K 0.01% 394
2025
Q4 		$469K Sell
4,462
-934
-17% -$87.4K 0.01% 370
2025
Q3 		$468K Sell
5,396
-35
-0.6% -$3.17K 0.01% 359
2025
Q2 		$548K Sell
5,431
-1,491
-22% -$147K 0.01% 387
2025
Q1 		$761K Sell
6,922
-746
-10% -$89.2K 0.02% 329
2024
Q4 		$967K Sell
7,668
-845
-10% -$111K 0.02% 295
2024
Q3 		$1.16M Sell
8,513
-685
-7% -$89.9K 0.03% 278
2024
Q2 		$1.26M Sell
9,198
-3,040
-25% -$435K 0.04% 258
2024
Q1 		$1.82M Sell
12,238
-1,343
-10% -$204K 0.05% 232
2023
Q4 		$2.14M Buy
13,581
+1,459
+12% +$221K 0.07% 211
2023
Q3 		$1.89M Sell
12,122
-161
-1% -$27.8K 0.07% 214
2023
Q2 		$2.2M Sell
12,283
-1,607
-12% -$285K 0.07% 203
2023
Q1 		$2.69M Sell
13,890
-1,286
-8% -$236K 0.1% 169
2022
Q4 		$2.64M Buy
15,176
+97
+0.6% +$16.8K 0.1% 172
2022
Q3 		$2.44M Buy
15,079
+1,358
+10% +$257K 0.1% 176
2022
Q2 		$2.5M Buy
13,721
+179
+1% +$32.6K 0.1% 174
2022
Q1 		$2.9M Buy
13,542
+403
+3% +$85.6K 0.11% 167
2021
Q4 		$2.82M Buy
13,139
+143
+1% +$29.1K 0.1% 168
2021
Q3 		$2.37M Buy
12,996
+90
+0.7% +$17.8K 0.1% 176
2021
Q2 		$2.68M Sell
12,906
-23
-0.2% -$4.6K 0.11% 158
2021
Q1 		$2.2M Buy
12,929
+626
+5% +$101K 0.1% 173
2020
Q4 		$2.07M Buy
12,303
+5
+0% +$844 0.1% 168
2020
Q3 		$2.05M Sell
12,298
-888
-7% -$129K 0.12% 154
2020
Q2 		$1.47M Sell
13,186
-128
-1% -$12.8K 0.09% 177
2020
Q1 		$1.24M Sell
13,314
-205
-2% -$21.2K 0.1% 173
2019
Q4 		$1.58M Buy
13,519
+106
+0.8% +$12.5K 0.1% 167
2019
Q3 		$1.61M Buy
13,413
+969
+8% +$111K 0.11% 157
2019
Q2 		$1.28M Sell
12,444
-972
-7% -$101K 0.09% 175
2019
Q1 		$1.5M Sell
13,416
-1,026
-7% -$109K 0.11% 158
2018
Q4 		$1.41M Sell
14,442
-55
-0.4% -$5.96K 0.12% 155
2018
Q3 		$1.69M Sell
14,497
-1,180
-8% -$139K 0.12% 150
2018
Q2 		$1.67M Sell
15,677
-1,173
-7% -$132K 0.13% 150
2018
Q1 		$1.76M Sell
16,850
-428
-2% -$49.5K 0.14% 143
2017
Q4 		$2.06M Sell
17,278
-1,534
-8% -$180K 0.18% 126
2017
Q3 		$2.26M Sell
18,812
-1
-0% -$114 0.21% 111
2017
Q2 		$2.08M Sell
18,813
-724
-4% -$77.4K 0.2% 120
2017
Q1 		$2.1M Buy
19,537
+5,541
+40% +$605K 0.21% 116
2016
Q4 		$1.6M Sell
13,996
-186
-1% -$21K 0.17% 129
2016
Q3 		$1.55M Sell
14,182
-536
-4% -$58.5K 0.18% 124
2016
Q2 		$1.59M Sell
14,718
-663
-4% -$69K 0.18% 126
2016
Q1 		$1.62M Sell
15,381
-845
-5% -$82.1K 0.19% 123
2015
Q4 		$1.56M Sell
16,226
-1,740
-10% -$178K 0.18% 132
2015
Q3 		$1.77M Sell
17,966
-2,410
-12% -$238K 0.22% 109
2015
Q2 		$1.98M Sell
20,376
-216
-1% -$21.5K 0.22% 108
2015
Q1 		$2M Buy
20,592
+689
+3% +$70.7K 0.22% 108
2014
Q4 		$2.21M Buy
19,903
+7
+0% +$739 0.25% 96
2014
Q3 		$1.96M Sell
19,896
-122
-0.6% -$12.1K 0.22% 105
2014
Q2 		$2.06M Buy
20,018
+1,624
+9% +$163K 0.23% 100
2014
Q1 		$1.79M Buy
18,394
+2,426
+15% +$236K 0.21% 109
2013
Q4 		$1.68M Buy
15,968
+702
+5% +$69.1K 0.2% 108
2013
Q3 		$1.4M Sell
15,266
-1,135
-7% -$99.8K 0.19% 114
2013
Q2 		$1.42M Buy
+16,401
New +$1.41M 0.2% 107

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

WhitTier Trust Company's UPS Position: Q2 2026 in Review

WhitTier Trust Company reduced its United Parcel Service (UPS) stake by 3.1% in Q2 2026, selling an estimated $14.4K and leaving 4,289 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #400.

WhitTier Trust Company first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.9M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • WhitTier Trust Company held 4,289 shares of United Parcel Service worth $480K as of Q2 2026.
  • WhitTier Trust Company sold 139 United Parcel Service shares in Q2 2026, an estimated $14.4K.
  • United Parcel Service made up 0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #400 holding.
  • WhitTier Trust Company first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's United Parcel Service position peaked at $2.9M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.