AWM
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Abound Wealth Management’s United Parcel Service UPS Stock Holding History

Abound Wealth 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 		$17.8K Sell
165
-207
-56% -$21.5K ﹤0.01% 388
2026
Q1 		$36.6K Sell
372
-53
-12% -$5.68K 0.01% 292
2025
Q4 		$42.1K Buy
425
+20
+5% +$1.87K 0.01% 257
2025
Q3 		$33.8K Sell
405
-5
-1% -$453 0.01% 268
2025
Q2 		$41.3K Hold
410
– – 0.01% 225
2025
Q1 		$45.1K Buy
410
+127
+45% +$15.2K 0.02% 201
2024
Q4 		$35.7K Buy
283
+41
+17% +$5.4K 0.01% 211
2024
Q3 		$33K Buy
242
+2
+0.8% +$263 0.01% 225
2024
Q2 		$32.9K Sell
240
-9
-4% -$1.29K 0.01% 200
2024
Q1 		$37K Sell
249
-58
-19% -$8.82K 0.01% 177
2023
Q4 		$48.2K Buy
307
+78
+34% +$11.8K 0.02% 152
2023
Q3 		$35.7K Buy
229
+90
+65% +$15.5K 0.02% 162
2023
Q2 		$25K Buy
139
+38
+38% +$6.75K 0.01% 191
2023
Q1 		$19.6K Buy
101
+33
+49% +$6.05K 0.01% 208
2022
Q4 		$11.9K Sell
68
-54
-44% -$9.35K 0.01% 242
2022
Q3 		$19.7K Buy
+122
New +$23.1K 0.01% 191

Other funds holding UPS

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
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

Abound Wealth Management's UPS Position: Q2 2026 in Review

Abound Wealth Management reduced its United Parcel Service (UPS) stake by 56% in Q2 2026, selling an estimated $21.5K and leaving 165 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Abound Wealth Management first reported a position in UPS in Q3 2022 and has held it in 16 quarters since. The position peaked at $48.2K in Q4 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Abound Wealth Management held 165 shares of United Parcel Service worth $17.8K as of Q2 2026.
  • Abound Wealth Management sold 207 United Parcel Service shares in Q2 2026, an estimated $21.5K.
  • United Parcel Service made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Abound Wealth Management first reported a position in United Parcel Service in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's United Parcel Service position peaked at $48.2K in Q4 2023.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.