Y-Intercept (HK)’s United Parcel Service UPS Stock Holding History

Y-Intercept (HK)’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	$7.76M	Sell	72,195 -30,695	-30%	-$3.19M	0.15%	152
2026 Q1	$10.1M	Buy	102,890 +54,568	+113%	+$5.85M	0.19%	104
2025 Q4	$4.79M	Sell	48,322 -85,417	-64%	-$7.99M	0.11%	243
2025 Q3	$11.2M	Buy	133,739 +117,046	+701%	+$10.6M	0.27%	56
2025 Q2	$1.68M	Sell	16,693 -17,508	-51%	-$1.72M	0.04%	684
2025 Q1	$3.76M	Buy	34,201 +21,718	+174%	+$2.6M	0.25%	86
2024 Q4	$1.57M	Buy	+12,483	New	+$1.64M	0.11%	271
2023 Q4	–	Sell	-13,833	Closed	-$2.16M	–	1662
2023 Q3	$2.16M	Buy	+13,833	New	+$2.39M	0.21%	124
2023 Q2	–	Sell	-24,866	Closed	-$4.82M	–	1739
2023 Q1	$4.82M	Buy	24,866 +15,833	+175%	+$2.9M	0.56%	6
2022 Q4	$1.57M	Buy	9,033 +1,572	+21%	+$272K	0.23%	95
2022 Q3	$1.21M	Buy	+7,461	New	+$1.41M	0.12%	260
2021 Q2	–	Sell	-15,680	Closed	-$2.64M	–	915
2021 Q1	$2.64M	Buy	+15,680	New	+$2.54M	0.71%	7

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Y-Intercept (HK)'s UPS Position: Q2 2026 in Review

Y-Intercept (HK) reduced its United Parcel Service (UPS) stake by 30% in Q2 2026, selling an estimated $3.19M and leaving 72,195 shares worth $7.76M. The position accounts for 0.15% of the portfolio, ranked #152.

Y-Intercept (HK) first reported a position in UPS in Q1 2021 and has held it in 12 quarters since. The position peaked at $11.2M in Q3 2025. 493 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Y-Intercept (HK) held 72,195 shares of United Parcel Service worth $7.76M as of Q2 2026.
Y-Intercept (HK) sold 30,695 United Parcel Service shares in Q2 2026, an estimated $3.19M.
United Parcel Service made up 0.15% of Y-Intercept (HK)'s portfolio in Q2 2026, its #152 holding.
Y-Intercept (HK) first reported a position in United Parcel Service in Q1 2021 and has held it in 12 quarters since.
Y-Intercept (HK)'s United Parcel Service position peaked at $11.2M in Q3 2025.
493 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.