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Whittier Trust’s United Parcel Service UPS Stock Holding History

Whittier Trust’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 		$1.29M Sell
11,742
-1,051
-8% -$109K 0.01% 350
2026
Q1 		$1.24M Sell
12,793
-2,165
-14% -$232K 0.01% 325
2025
Q4 		$1.57M Sell
14,958
-4,505
-23% -$421K 0.02% 292
2025
Q3 		$1.69M Sell
19,463
-885
-4% -$80.2K 0.02% 285
2025
Q2 		$2.05M Sell
20,348
-3,111
-13% -$306K 0.02% 293
2025
Q1 		$2.58M Sell
23,459
-5,831
-20% -$697K 0.04% 251
2024
Q4 		$3.69M Sell
29,290
-1,791
-6% -$236K 0.05% 221
2024
Q3 		$4.24M Sell
31,081
-3,196
-9% -$420K 0.06% 220
2024
Q2 		$4.69M Sell
34,277
-2,046
-6% -$293K 0.07% 200
2024
Q1 		$5.4M Sell
36,323
-86
-0.2% -$13.1K 0.08% 192
2023
Q4 		$5.72M Sell
36,409
-376
-1% -$56.8K 0.09% 182
2023
Q3 		$5.73M Buy
36,785
+32
+0.1% +$5.52K 0.1% 172
2023
Q2 		$6.59M Sell
36,753
-1,388
-4% -$246K 0.11% 159
2023
Q1 		$7.4M Sell
38,141
-966
-2% -$177K 0.13% 151
2022
Q4 		$6.8M Buy
39,107
+238
+0.6% +$41.2K 0.13% 154
2022
Q3 		$6.28M Buy
38,869
+2,511
+7% +$475K 0.13% 155
2022
Q2 		$6.64M Buy
36,358
+1,026
+3% +$187K 0.13% 152
2022
Q1 		$7.58M Sell
35,332
-666
-2% -$142K 0.13% 153
2021
Q4 		$7.71M Buy
35,998
+280
+0.8% +$57K 0.13% 153
2021
Q3 		$6.5M Buy
35,718
+592
+2% +$117K 0.12% 161
2021
Q2 		$7.3M Sell
35,126
-8,513
-20% -$1.7M 0.13% 151
2021
Q1 		$7.42M Sell
43,639
-1,287
-3% -$208K 0.14% 142
2020
Q4 		$7.57M Sell
44,926
-5,210
-10% -$879K 0.16% 126
2020
Q3 		$8.35M Buy
50,136
+12,565
+33% +$1.83M 0.2% 113
2020
Q2 		$4.18M Sell
37,571
-6,842
-15% -$683K 0.12% 161
2020
Q1 		$4.15M Buy
44,413
+4,425
+11% +$458K 0.14% 151
2019
Q4 		$4.68M Sell
39,988
-306
-0.8% -$36.2K 0.12% 165
2019
Q3 		$4.83M Sell
40,294
-189
-0.5% -$21.6K 0.14% 152
2019
Q2 		$4.18M Sell
40,483
-342
-0.8% -$35.6K 0.12% 164
2019
Q1 		$4.56M Sell
40,825
-1,697
-4% -$180K 0.14% 153
2018
Q4 		$4.15M Buy
42,522
+86
+0.2% +$9.32K 0.14% 145
2018
Q3 		$4.95M Sell
42,436
-1,764
-4% -$208K 0.15% 142
2018
Q2 		$4.7M Sell
44,200
-1,087
-2% -$122K 0.16% 141
2018
Q1 		$4.74M Buy
45,287
+371
+0.8% +$42.9K 0.16% 141
2017
Q4 		$5.35M Sell
44,916
-8,357
-16% -$982K 0.19% 130
2017
Q3 		$6.4M Sell
53,273
-986
-2% -$112K 0.23% 116
2017
Q2 		$6M Sell
54,259
-259
-0.5% -$27.7K 0.23% 113
2017
Q1 		$5.85M Sell
54,518
-4,058
-7% -$443K 0.24% 113
2016
Q4 		$6.71M Sell
58,576
-889
-1% -$100K 0.29% 98
2016
Q3 		$6.5M Sell
59,465
-179
-0.3% -$19.6K 0.28% 101
2016
Q2 		$6.42M Sell
59,644
-2,533
-4% -$264K 0.28% 100
2016
Q1 		$6.56M Sell
62,177
-2,619
-4% -$255K 0.29% 99
2015
Q4 		$6.24M Sell
64,796
-1,252
-2% -$128K 0.28% 96
2015
Q3 		$6.52M Sell
66,048
-977
-1% -$96.5K 0.32% 86
2015
Q2 		$6.5M Buy
67,025
+1,166
+2% +$116K 0.29% 91
2015
Q1 		$6.38M Sell
65,859
-513
-0.8% -$52.6K 0.29% 95
2014
Q4 		$7.38M Sell
66,372
-1,072
-2% -$113K 0.35% 80
2014
Q3 		$6.63M Buy
67,444
+3,577
+6% +$355K 0.32% 87
2014
Q2 		$6.56M Sell
63,867
-1,176
-2% -$118K 0.32% 86
2014
Q1 		$6.33M Buy
65,043
+282
+0.4% +$27.5K 0.32% 89
2013
Q4 		$6.8M Sell
64,761
-216
-0.3% -$21.3K 0.35% 83
2013
Q3 		$5.94M Buy
64,977
+2,809
+5% +$247K 0.32% 91
2013
Q2 		$5.38M Buy
+62,168
New +$5.33M 0.3% 91

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's UPS Position: Q2 2026 in Review

Whittier Trust reduced its United Parcel Service (UPS) stake by 8.2% in Q2 2026, selling an estimated $109K and leaving 11,742 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #350.

Whittier Trust first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.35M in Q3 2020. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Whittier Trust held 11,742 shares of United Parcel Service worth $1.29M as of Q2 2026.
  • Whittier Trust sold 1,051 United Parcel Service shares in Q2 2026, an estimated $109K.
  • United Parcel Service made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #350 holding.
  • Whittier Trust first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's United Parcel Service position peaked at $8.35M in Q3 2020.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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