Activest Wealth Management’s United Parcel Service UPS Stock Holding History

Activest 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	$21.9K	Sell	204 -628	-75%	-$65.3K	﹤0.01%	432
2026 Q1	$81.8K	Buy	832 +424	+104%	+$45.5K	0.01%	254
2025 Q4	$40.5K	Buy	408 +241	+144%	+$22.5K	0.01%	359
2025 Q3	$13.9K	Sell	167 -7	-4%	-$634	﹤0.01%	430
2025 Q2	$17.6K	Buy	174 +144	+480%	+$14.2K	﹤0.01%	346
2025 Q1	$3.29K	Buy	30 +28	+1,400%	+$3.35K	﹤0.01%	565
2024 Q4	$252	Buy	+2	New	+$263	﹤0.01%	614
2024 Q2	–	Sell	-27	Closed	-$3.87K	–	555
2024 Q1	$3.98K	Hold	27	–	–	﹤0.01%	276
2023 Q4	$4.17K	Buy	27 +1	+4%	+$151	﹤0.01%	241
2023 Q3	$4.1K	Hold	26	–	–	﹤0.01%	238
2023 Q2	$5.2K	Hold	26	–	–	﹤0.01%	215
2023 Q1	$4.95K	Buy	+26	New	+$4.77K	﹤0.01%	211
2022 Q3	–	Sell	-25	Closed	-$5K	–	606
2022 Q2	$5K	Hold	25	–	–	﹤0.01%	262
2022 Q1	$5K	Hold	25	–	–	﹤0.01%	262
2021 Q4	$5K	Buy	+25	New	+$5.08K	﹤0.01%	261

Other funds holding UPS

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

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 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

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

Activest Wealth Management reduced its United Parcel Service (UPS) stake by 75% in Q2 2026, selling an estimated $65.3K and leaving 204 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Activest Wealth Management first reported a position in UPS in Q4 2021 and has held it in 15 quarters since. The position peaked at $81.8K in Q1 2026. 820 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Activest Wealth Management held 204 shares of United Parcel Service worth $21.9K as of Q2 2026.
Activest Wealth Management sold 628 United Parcel Service shares in Q2 2026, an estimated $65.3K.
United Parcel Service made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #432 holding.
Activest Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 15 quarters since.
Activest Wealth Management's United Parcel Service position peaked at $81.8K in Q1 2026.
820 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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