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

ZWJ 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 		$204K Buy
+1,902
New +$198K 0.01% 285
2025
Q4 		– Sell
-4,408
Closed -$368K – 255
2025
Q3 		$368K Buy
4,408
+276
+7% +$25K 0.01% 161
2025
Q2 		$417K Sell
4,132
-57
-1% -$5.61K 0.02% 158
2025
Q1 		$461K Sell
4,189
-680
-14% -$81.3K 0.02% 155
2024
Q4 		$614K Buy
4,869
+193
+4% +$25.4K 0.03% 133
2024
Q3 		$638K Buy
4,676
+57
+1% +$7.48K 0.03% 137
2024
Q2 		$632K Buy
4,619
+5
+0.1% +$716 0.03% 132
2024
Q1 		$686K Sell
4,614
-70
-1% -$10.6K 0.03% 126
2023
Q4 		$737K Sell
4,684
-703
-13% -$106K 0.04% 118
2023
Q3 		$840K Buy
5,387
+376
+8% +$64.9K 0.05% 110
2023
Q2 		$898K Sell
5,011
-55
-1% -$9.77K 0.05% 106
2023
Q1 		$983K Sell
5,066
-193
-4% -$35.4K 0.05% 99
2022
Q4 		$914K Sell
5,259
-99
-2% -$17.1K 0.05% 104
2022
Q3 		$866K Buy
5,358
+106
+2% +$20.1K 0.05% 106
2022
Q2 		$959K Buy
5,252
+217
+4% +$39.6K 0.06% 108
2022
Q1 		$1.08M Hold
5,035
– – 0.06% 100
2021
Q4 		$1.08M Hold
5,035
– – 0.06% 100
2021
Q3 		$917K Sell
5,035
-1,000
-17% -$197K 0.05% 102
2021
Q2 		$1.25M Buy
6,035
+100
+2% +$20K 0.07% 95
2021
Q1 		$1.01M Hold
5,935
– – 0.06% 100
2020
Q4 		$999K Buy
5,935
+1,216
+26% +$205K 0.07% 96
2020
Q3 		$786K Sell
4,719
-25
-0.5% -$3.64K 0.06% 94
2020
Q2 		$527K Buy
4,744
+1,945
+69% +$194K 0.05% 105
2020
Q1 		$261K Sell
2,799
-268
-9% -$27.8K 0.02% 176
2019
Q4 		$359K Sell
3,067
-2,045
-40% -$242K 0.02% 175
2019
Q3 		$613K Sell
5,112
-690
-12% -$78.9K 0.05% 103
2019
Q2 		$599K Buy
5,802
+1
+0% +$104 0.05% 102
2019
Q1 		$648K Sell
5,801
-772
-12% -$81.9K 0.05% 100
2018
Q4 		$641K Buy
6,573
+122
+2% +$13.2K 0.06% 98
2018
Q3 		$753K Buy
6,451
+575
+10% +$67.7K 0.06% 92
2018
Q2 		$624K Hold
5,876
– – 0.05% 98
2018
Q1 		$615K Sell
5,876
-273
-4% -$31.6K 0.06% 99
2017
Q4 		$733K Sell
6,149
-125
-2% -$14.7K 0.06% 137
2017
Q3 		$753K Sell
6,274
-950
-13% -$108K 0.06% 126
2017
Q2 		$799K Buy
7,224
+781
+12% +$83.5K 0.06% 123
2017
Q1 		$691K Buy
6,443
+159
+3% +$17.4K 0.06% 137
2016
Q4 		$721K Buy
6,284
+920
+17% +$104K 0.07% 96
2016
Q3 		$586K Buy
5,364
+62
+1% +$6.77K 0.06% 102
2016
Q2 		$571K Sell
5,302
-700
-12% -$72.9K 0.06% 105
2016
Q1 		$633K Buy
+6,002
New +$583K 0.07% 97
2015
Q1 		– Sell
-1,920
Closed -$214K – 149
2014
Q4 		$214K Buy
+1,920
New +$203K 0.02% 140

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

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

ZWJ Investment Counsel opened a new position in United Parcel Service (UPS) in Q2 2026: 1,902 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #285 among its holdings. This is a return to the name: ZWJ Investment Counsel previously reported a position in UPS as recently as Q3 2025.

ZWJ Investment Counsel first reported a position in UPS in Q4 2014 and has held it in 41 quarters since. The position peaked at $1.25M in Q2 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • ZWJ Investment Counsel held 1,902 shares of United Parcel Service worth $204K as of Q2 2026.
  • United Parcel Service was a new ZWJ Investment Counsel position in Q2 2026.
  • United Parcel Service made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #285 holding.
  • ZWJ Investment Counsel first reported a position in United Parcel Service in Q4 2014 and has held it in 41 quarters since.
  • ZWJ Investment Counsel's United Parcel Service position peaked at $1.25M in Q2 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.