Woodward Diversified Capital’s United Parcel Service UPS Stock Holding History

Woodward Diversified Capital’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	$224K	Sell	2,087 -158	-7%	-$16.4K	0.1%	165
2026 Q1	$239K	Sell	2,245 -489	-18%	-$52.4K	0.11%	159
2025 Q4	$271K	Buy	2,734 +304	+13%	+$28.4K	0.12%	145
2025 Q3	$203K	Buy	2,430 +364	+18%	+$33K	0.09%	174
2025 Q2	$209K	Buy	+2,066	New	+$203K	0.11%	163
2024 Q4	–	Sell	-1,819	Closed	-$248K	–	165
2024 Q3	$248K	Sell	1,819 -53	-3%	-$6.96K	0.16%	141
2024 Q2	$256K	Buy	1,872 +58	+3%	+$8.3K	0.15%	135
2024 Q1	$270K	Buy	1,814 +110	+6%	+$16.7K	0.17%	132
2023 Q4	$268K	Buy	1,704 +76	+5%	+$11.5K	0.17%	125
2023 Q3	$254K	Buy	+1,628	New	+$281K	0.18%	122

Other funds holding UPS

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Woodward Diversified Capital's UPS Position: Q2 2026 in Review

Woodward Diversified Capital reduced its United Parcel Service (UPS) stake by 7% in Q2 2026, selling an estimated $16.4K and leaving 2,087 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #165.

Woodward Diversified Capital first reported a position in UPS in Q3 2023 and has held it in 10 quarters since. The position peaked at $271K in Q4 2025. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Woodward Diversified Capital held 2,087 shares of United Parcel Service worth $224K as of Q2 2026.
Woodward Diversified Capital sold 158 United Parcel Service shares in Q2 2026, an estimated $16.4K.
United Parcel Service made up 0.1% of Woodward Diversified Capital's portfolio in Q2 2026, its #165 holding.
Woodward Diversified Capital first reported a position in United Parcel Service in Q3 2023 and has held it in 10 quarters since.
Woodward Diversified Capital's United Parcel Service position peaked at $271K in Q4 2025.
926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.