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

Accurate 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 		$674K Buy
5,993
+163
+3% +$16.9K 0.06% 287
2026
Q1 		$593K Sell
5,830
-199
-3% -$21.3K 0.07% 277
2025
Q4 		$652K Sell
6,029
-366
-6% -$34.2K 0.08% 246
2025
Q3 		$538K Buy
6,395
+2,988
+88% +$271K 0.07% 281
2025
Q2 		$351K Buy
3,407
+164
+5% +$16.1K 0.05% 330
2025
Q1 		$315K Sell
3,243
-745
-19% -$89.1K 0.06% 271
2024
Q4 		$492K Buy
3,988
+727
+22% +$95.7K 0.09% 199
2024
Q3 		$436K Sell
3,261
-3
-0.1% -$394 0.09% 222
2024
Q2 		$470K Buy
3,264
+148
+5% +$21.2K 0.11% 173
2024
Q1 		$445K Sell
3,116
-244
-7% -$37.1K 0.13% 159
2023
Q4 		$535K Sell
3,360
-81
-2% -$12.2K 0.17% 127
2023
Q3 		$541K Buy
3,441
+633
+23% +$109K 0.17% 129
2023
Q2 		$520K Buy
2,808
+170
+6% +$30.2K 0.16% 132
2023
Q1 		$502K Buy
2,638
+224
+9% +$41.1K 0.17% 134
2022
Q4 		$432K Buy
2,414
+923
+62% +$160K 0.16% 116
2022
Q3 		$244K Sell
1,491
-652
-30% -$123K 0.1% 158
2022
Q2 		$392K Sell
2,143
-178
-8% -$32.5K 0.21% 95
2022
Q1 		$498K Buy
2,321
+122
+6% +$25.9K 0.22% 89
2021
Q4 		$470K Buy
2,199
+121
+6% +$24.6K 0.38% 70
2021
Q3 		$379K Sell
2,078
-51
-2% -$10.1K 0.33% 82
2021
Q2 		$443K Buy
+2,129
New +$426K 0.39% 66

Other funds holding UPS

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Accurate Wealth Management increased its United Parcel Service (UPS) stake by 2.8% in Q2 2026, buying an estimated $16.9K and bringing the position to 5,993 shares worth $674K. The position accounts for 0.06% of the portfolio, ranked #287.

Accurate Wealth Management first reported a position in UPS in Q2 2021 and has held it in 21 quarters since. 792 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Accurate Wealth Management held 5,993 shares of United Parcel Service worth $674K as of Q2 2026.
  • Accurate Wealth Management bought 163 United Parcel Service shares in Q2 2026, an estimated $16.9K.
  • United Parcel Service made up 0.06% of Accurate Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Accurate Wealth Management first reported a position in United Parcel Service in Q2 2021 and has held it in 21 quarters since.
  • 792 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.