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Winthrop Advisory Group’s United Parcel Service UPS Stock Holding History

Winthrop Advisory Group’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 		$501K Buy
4,657
+173
+4% +$18K 0.03% 127
2026
Q1 		$441K Buy
4,484
+58
+1% +$6.22K 0.04% 109
2025
Q4 		$439K Buy
4,426
+65
+1% +$6.08K 0.04% 112
2025
Q3 		$364K Buy
4,361
+55
+1% +$4.98K 0.03% 122
2025
Q2 		$435K Sell
4,306
-142
-3% -$14K 0.04% 110
2025
Q1 		$489K Sell
4,448
-228
-5% -$27.3K 0.06% 93
2024
Q4 		$590K Buy
4,676
+35
+0.8% +$4.61K 0.07% 86
2024
Q3 		$633K Sell
4,641
-545
-11% -$71.6K 0.08% 75
2024
Q2 		$710K Buy
5,186
+2,842
+121% +$407K 0.1% 63
2024
Q1 		$348K Hold
2,344
– – 0.05% 105
2023
Q4 		$368K Buy
2,344
+4
+0.2% +$605 0.06% 94
2023
Q3 		$365K Sell
2,340
-243
-9% -$41.9K 0.06% 89
2023
Q2 		$463K Sell
2,583
-53
-2% -$9.41K 0.07% 79
2023
Q1 		$511K Buy
2,636
+43
+2% +$7.89K 0.09% 70
2022
Q4 		$451K Sell
2,593
-61
-2% -$10.6K 0.09% 72
2022
Q3 		$429K Buy
2,654
+50
+2% +$9.47K 0.09% 66
2022
Q2 		$475K Hold
2,604
– – 0.11% 63
2022
Q1 		$559K Buy
2,604
+328
+14% +$69.7K 0.12% 63
2021
Q4 		$488K Hold
2,276
– – 0.1% 69
2021
Q3 		$415K Buy
2,276
+289
+15% +$57K 0.09% 68
2021
Q2 		$413K Sell
1,987
-9
-0.5% -$1.8K 0.09% 76
2021
Q1 		$339K Buy
1,996
+509
+34% +$82.3K 0.08% 87
2020
Q4 		$250K Buy
1,487
+183
+14% +$30.9K 0.07% 105
2020
Q3 		$221K Buy
+1,304
New +$190K 0.07% 108

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

Winthrop Advisory Group's UPS Position: Q2 2026 in Review

Winthrop Advisory Group increased its United Parcel Service (UPS) stake by 3.9% in Q2 2026, buying an estimated $18K and bringing the position to 4,657 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #127.

Winthrop Advisory Group first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $710K in Q2 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Winthrop Advisory Group held 4,657 shares of United Parcel Service worth $501K as of Q2 2026.
  • Winthrop Advisory Group bought 173 United Parcel Service shares in Q2 2026, an estimated $18K.
  • United Parcel Service made up 0.03% of Winthrop Advisory Group's portfolio in Q2 2026, its #127 holding.
  • Winthrop Advisory Group first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Winthrop Advisory Group's United Parcel Service position peaked at $710K in Q2 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.