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Position history for MFMerit Financial Group, LLC's holdings in UNITED PARCEL SERVICE-CL B

Merit Financial Group, LLC holds 848,643 shares of UPS (UNITED PARCEL SERVICE-CL B), worth $91.2M as of 2026-Q2. The position was increased (+4.1% shares). UPS represents 0.6% of Merit Financial Group, LLC's portfolio.

Current Value

$91.2M

Current Shares

848,643

Total Value Change

-$36.5M

Total Shares Change

-88,513

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
848,643
+4.1%
$91.2M0.6%$105.81
44
2026-Q1
Decreased
815,120
-1.5%
$80.2M0.6%$95.23
0
2025-Q4
Decreased
827,666
-1.3%
$82.1M0.7%$94.69
0
2025-Q3
Decreased
838,845
-2.5%
$70.1M0.6%$78.38
0
2025-Q2
Decreased
860,493
-0.3%
$86.9M1.0%$92.96
0
2025-Q1
Increased
863,030
+1.8%
$94.9M1.4%$99.66
48
2024-Q4
Decreased
848,194
-9.5%
$107M1.9%$112.64
0
2024-Q3
Increased
937,156
+5.7%
$127.8M2.9%$120.31
55

Other major holders of UPS: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, VANGUARD GROUP INC, BlackRock Finance, Inc.

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