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Woodmont Investment Counsel’s United Parcel Service UPS Stock Holding History

Woodmont Investment Counsel’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 		$713K Sell
6,634
-9,321
-58% -$969K 0.04% 163
2026
Q1 		$1.57M Sell
15,955
-113
-0.7% -$12.1K 0.1% 111
2025
Q4 		$1.59M Sell
16,068
-176
-1% -$16.5K 0.1% 111
2025
Q3 		$1.36M Sell
16,244
-9,952
-38% -$901K 0.09% 117
2025
Q2 		$2.64M Sell
26,196
-51,858
-66% -$5.1M 0.17% 88
2025
Q1 		$8.59M Buy
78,054
+3,371
+5% +$403K 0.62% 37
2024
Q4 		$9.42M Sell
74,683
-987
-1% -$130K 0.7% 33
2024
Q3 		$10.3M Sell
75,670
-847
-1% -$111K 0.78% 32
2024
Q2 		$10.5M Buy
76,517
+6,567
+9% +$940K 0.86% 30
2024
Q1 		$10.4M Buy
69,950
+1,419
+2% +$216K 0.88% 28
2023
Q4 		$10.8M Buy
68,531
+644
+0.9% +$97.4K 1.01% 26
2023
Q3 		$10.6M Buy
67,887
+1,271
+2% +$219K 1.12% 26
2023
Q2 		$11.9M Buy
66,616
+4,998
+8% +$887K 1.24% 22
2023
Q1 		$12M Buy
61,618
+2,021
+3% +$371K 1.27% 21
2022
Q4 		$10.4M Buy
59,597
+959
+2% +$166K 1.17% 22
2022
Q3 		$9.47M Buy
58,638
+132
+0.2% +$25K 1.18% 21
2022
Q2 		$10.7M Buy
58,506
+7,559
+15% +$1.38M 1.32% 17
2022
Q1 		$10.9M Buy
50,947
+7,298
+17% +$1.55M 1.26% 16
2021
Q4 		$9.36M Buy
43,649
+1,144
+3% +$233K 1.2% 20
2021
Q3 		$7.74M Buy
42,505
+5,583
+15% +$1.1M 1.13% 22
2021
Q2 		$7.68M Buy
36,922
+243
+0.7% +$48.6K 1.21% 22
2021
Q1 		$6.24M Sell
36,679
-61
-0.2% -$9.87K 1.06% 25
2020
Q4 		$6.19M Buy
36,740
+36
+0.1% +$6.08K 1.15% 24
2020
Q3 		$6.12M Sell
36,704
-1,342
-4% -$195K 1.31% 19
2020
Q2 		$4.23M Buy
38,046
+3,330
+10% +$332K 1.01% 25
2020
Q1 		$3.24M Buy
34,716
+21,776
+168% +$2.26M 0.89% 31
2019
Q4 		$1.51M Buy
12,940
+344
+3% +$40.7K 0.34% 72
2019
Q3 		$1.51M Sell
12,596
-1,810
-13% -$207K 0.37% 70
2019
Q2 		$1.49M Buy
14,406
+1,385
+11% +$144K 0.37% 70
2019
Q1 		$1.46M Sell
13,021
-400
-3% -$42.4K 0.38% 71
2018
Q4 		$1.31M Buy
13,421
+5,520
+70% +$598K 0.37% 70
2018
Q3 		$922K Sell
7,901
-432
-5% -$50.8K 0.25% 90
2018
Q2 		$885K Buy
8,333
+625
+8% +$70.2K 0.24% 96
2018
Q1 		$807K Sell
7,708
-2,205
-22% -$255K 0.22% 96
2017
Q4 		$1.18M Sell
9,913
-100
-1% -$11.8K 0.3% 84
2017
Q3 		$1.2M Sell
10,013
-4,395
-31% -$500K 0.33% 81
2017
Q2 		$1.59M Buy
14,408
+3,675
+34% +$393K 0.45% 73
2017
Q1 		$1.23M Hold
10,733
– – 0.36% 85
2016
Q4 		$1.23M Sell
10,733
-279
-3% -$31.4K 0.35% 85
2016
Q3 		$1.2M Sell
11,012
-359
-3% -$39.2K 0.35% 85
2016
Q2 		$1.23M Sell
11,371
-3,661
-24% -$381K 0.37% 80
2016
Q1 		$1.58M Buy
15,032
+8,084
+116% +$786K 0.48% 66
2015
Q4 		$669K Buy
6,948
+116
+2% +$11.8K 0.2% 117
2015
Q3 		$674K Sell
6,832
-50
-0.7% -$4.94K 0.21% 115
2015
Q2 		$667K Sell
6,882
-200
-3% -$19.9K 0.19% 115
2015
Q1 		$687K Buy
7,082
+150
+2% +$15.4K 0.21% 108
2014
Q4 		$771K Sell
6,932
-175
-2% -$18.5K 0.24% 111
2014
Q3 		$699K Buy
7,107
+25
+0.4% +$2.48K 0.2% 133
2014
Q2 		$727K Sell
7,082
-40
-0.6% -$4.02K 0.21% 127
2014
Q1 		$694K Buy
7,122
+125
+2% +$12.2K 0.2% 133
2013
Q4 		$735K Sell
6,997
-175
-2% -$17.2K 0.22% 120
2013
Q3 		$655K Buy
7,172
+75
+1% +$6.59K 0.24% 111
2013
Q2 		$614K Buy
+7,097
New +$609K 0.2% 126

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

Woodmont Investment Counsel's UPS Position: Q2 2026 in Review

Woodmont Investment Counsel reduced its United Parcel Service (UPS) stake by 58% in Q2 2026, selling an estimated $969K and leaving 6,634 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #163.

Woodmont Investment Counsel first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $12M in Q1 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Woodmont Investment Counsel held 6,634 shares of United Parcel Service worth $713K as of Q2 2026.
  • Woodmont Investment Counsel sold 9,321 United Parcel Service shares in Q2 2026, an estimated $969K.
  • United Parcel Service made up 0.04% of Woodmont Investment Counsel's portfolio in Q2 2026, its #163 holding.
  • Woodmont Investment Counsel first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • Woodmont Investment Counsel's United Parcel Service position peaked at $12M in Q1 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.