ZIG
UPS icon

Zullo Investment Group’s United Parcel Service UPS Stock Holding History

Zullo Investment 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 		$1.67M Sell
15,505
-119
-0.8% -$12.4K 0.57% 45
2026
Q1 		$1.54M Buy
15,624
+80
+0.5% +$8.58K 0.58% 43
2025
Q4 		$1.54M Sell
15,544
-677
-4% -$63.3K 0.56% 44
2025
Q3 		$1.35M Sell
16,221
-661
-4% -$59.9K 0.5% 45
2025
Q2 		$1.7M Sell
16,882
-1,059
-6% -$104K 0.69% 38
2025
Q1 		$1.97M Buy
17,941
+450
+3% +$53.8K 0.85% 30
2024
Q4 		$2.21M Sell
17,491
-69
-0.4% -$9.08K 0.89% 25
2024
Q3 		$2.39M Sell
17,560
-66
-0.4% -$8.66K 0.99% 23
2024
Q2 		$2.41M Buy
17,626
+86
+0.5% +$12.3K 1.06% 20
2024
Q1 		$2.61M Buy
17,540
+1,041
+6% +$158K 1.22% 16
2023
Q4 		$2.59M Buy
16,499
+381
+2% +$57.6K 1.33% 13
2023
Q3 		$2.51M Buy
16,118
+399
+3% +$68.9K 1.47% 13
2023
Q2 		$2.82M Sell
15,719
-1
-0% -$178 1.61% 9
2023
Q1 		$3.05M Buy
15,720
+165
+1% +$30.3K 1.9% 8
2022
Q4 		$2.7M Buy
15,555
+64
+0.4% +$11.1K 1.66% 8
2022
Q3 		$2.5M Buy
15,491
+109
+0.7% +$20.6K 1.62% 8
2022
Q2 		$2.81M Buy
15,382
+36
+0.2% +$6.57K 1.75% 8
2022
Q1 		$3.29M Buy
15,346
+43
+0.3% +$9.14K 1.71% 9
2021
Q4 		$3.28M Buy
+15,303
New +$3.11M 1.69% 8

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

Zullo Investment Group's UPS Position: Q2 2026 in Review

Zullo Investment Group reduced its United Parcel Service (UPS) stake by 0.76% in Q2 2026, selling an estimated $12.4K and leaving 15,505 shares worth $1.67M. The position accounts for 0.57% of the portfolio, ranked #45.

Zullo Investment Group first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.29M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Zullo Investment Group held 15,505 shares of United Parcel Service worth $1.67M as of Q2 2026.
  • Zullo Investment Group sold 119 United Parcel Service shares in Q2 2026, an estimated $12.4K.
  • United Parcel Service made up 0.57% of Zullo Investment Group's portfolio in Q2 2026, its #45 holding.
  • Zullo Investment Group first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Zullo Investment Group's United Parcel Service position peaked at $3.29M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.