Aaron Wealth Advisors’s United Parcel Service UPS Stock Holding History

Aaron Wealth Advisors’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	$960K	Sell	8,928 -1,060	-11%	-$110K	0.05%	252
2026 Q1	$983K	Buy	9,988 +169	+2%	+$18.1K	0.06%	230
2025 Q4	$974K	Buy	9,819 +3,204	+48%	+$300K	0.05%	253
2025 Q3	$553K	Buy	6,615 +3,587	+118%	+$325K	0.03%	386
2025 Q2	$306K	Buy	3,028 +1,071	+55%	+$105K	0.03%	354
2025 Q1	$215K	Sell	1,957 -581	-23%	-$69.5K	0.02%	415
2024 Q4	$320K	Buy	2,538 +477	+23%	+$62.8K	0.04%	304
2024 Q3	$281K	Buy	+2,061	New	+$271K	0.03%	317
2022 Q2	–	Sell	-105,299	Closed	-$491K	–	812
2022 Q1	$491K	Buy	+105,299	New	+$22.4M	0.01%	523

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aaron Wealth Advisors's UPS Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its United Parcel Service (UPS) stake by 11% in Q2 2026, selling an estimated $110K and leaving 8,928 shares worth $960K. The position accounts for 0.05% of the portfolio, ranked #252.

Aaron Wealth Advisors first reported a position in UPS in Q1 2022 and has held it in 9 quarters since. The position peaked at $983K in Q1 2026. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Aaron Wealth Advisors held 8,928 shares of United Parcel Service worth $960K as of Q2 2026.
Aaron Wealth Advisors sold 1,060 United Parcel Service shares in Q2 2026, an estimated $110K.
United Parcel Service made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #252 holding.
Aaron Wealth Advisors first reported a position in United Parcel Service in Q1 2022 and has held it in 9 quarters since.
Aaron Wealth Advisors's United Parcel Service position peaked at $983K in Q1 2026.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.