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Yousif Capital Management’s United Parcel Service UPS Stock Holding History

Yousif Capital Management’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 		$9.33M Sell
86,757
-5,770
-6% -$600K 0.1% 168
2026
Q1 		$9.1M Sell
92,527
-2,162
-2% -$232K 0.11% 175
2025
Q4 		$10.1M Sell
94,689
-5,737
-6% -$537K 0.11% 160
2025
Q3 		$8.39M Sell
100,426
-4,026
-4% -$365K 0.09% 201
2025
Q2 		$10.5M Sell
104,452
-41
-0% -$4.03K 0.11% 157
2025
Q1 		$11.5M Sell
104,493
-162
-0.2% -$19.4K 0.13% 142
2024
Q4 		$13.2M Sell
104,655
-1,144
-1% -$151K 0.15% 121
2024
Q3 		$14.4M Buy
105,799
+392
+0.4% +$51.5K 0.16% 117
2024
Q2 		$14.4M Buy
105,407
+759
+0.7% +$109K 0.16% 110
2024
Q1 		$15.6M Sell
104,648
-443
-0.4% -$67.3K 0.17% 109
2023
Q4 		$16.5M Sell
105,091
-3,774
-3% -$571K 0.19% 88
2023
Q3 		$17M Sell
108,865
-3,667
-3% -$633K 0.22% 72
2023
Q2 		$20.2M Buy
112,532
+444
+0.4% +$78.8K 0.25% 64
2023
Q1 		$21.7M Sell
112,088
-4,081
-4% -$749K 0.28% 53
2022
Q4 		$20.2M Buy
116,169
+4,337
+4% +$751K 0.27% 64
2022
Q3 		$18.1M Sell
111,832
-930
-0.8% -$176K 0.26% 64
2022
Q2 		$20.6M Sell
112,762
-3,550
-3% -$648K 0.27% 60
2022
Q1 		$24.9M Buy
116,312
+3,204
+3% +$681K 0.27% 58
2021
Q4 		$24.2M Buy
+113,108
New +$23M 0.25% 67

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Yousif Capital Management's UPS Position: Q2 2026 in Review

Yousif Capital Management reduced its United Parcel Service (UPS) stake by 6.2% in Q2 2026, selling an estimated $600K and leaving 86,757 shares worth $9.33M. The position accounts for 0.1% of the portfolio, ranked #168.

Yousif Capital Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $24.9M in Q1 2022. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Yousif Capital Management held 86,757 shares of United Parcel Service worth $9.33M as of Q2 2026.
  • Yousif Capital Management sold 5,770 United Parcel Service shares in Q2 2026, an estimated $600K.
  • United Parcel Service made up 0.1% of Yousif Capital Management's portfolio in Q2 2026, its #168 holding.
  • Yousif Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's United Parcel Service position peaked at $24.9M in Q1 2022.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.