AWA
UPS icon

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

Acorn 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 		$737K Sell
6,858
-229
-3% -$23.8K 0.18% 121
2026
Q1 		$697K Sell
7,087
-47
-0.7% -$5.04K 0.2% 109
2025
Q4 		$708K Sell
7,134
-175
-2% -$16.4K 0.21% 104
2025
Q3 		$610K Buy
7,309
+12
+0.2% +$1.09K 0.19% 114
2025
Q2 		$737K Buy
+7,297
New +$718K 0.27% 81
2018
Q2 		– Sell
-9
Closed -$1K – 775
2018
Q1 		$1K Sell
9
-122
-93% -$14.1K ﹤0.01% 827
2017
Q4 		$17K Buy
+131
New +$15.4K 0.02% 406

Other funds holding UPS

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

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

Acorn Wealth Advisors reduced its United Parcel Service (UPS) stake by 3.2% in Q2 2026, selling an estimated $23.8K and leaving 6,858 shares worth $737K. The position accounts for 0.18% of the portfolio, ranked #121.

Acorn Wealth Advisors first reported a position in UPS in Q4 2017 and has held it in 7 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Acorn Wealth Advisors held 6,858 shares of United Parcel Service worth $737K as of Q2 2026.
  • Acorn Wealth Advisors sold 229 United Parcel Service shares in Q2 2026, an estimated $23.8K.
  • United Parcel Service made up 0.18% of Acorn Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Acorn Wealth Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 7 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.