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UPS icon

Advisornet Financial’s United Parcel Service UPS Stock Holding History

Advisornet Financial’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 		$129K Buy
1,198
+34
+3% +$3.53K 0.01% 783
2026
Q1 		$115K Buy
1,164
+175
+18% +$18.8K 0.01% 776
2025
Q4 		$98.1K Buy
989
+171
+21% +$16K 0.01% 827
2025
Q3 		$68.3K Sell
818
-102
-11% -$9.24K ﹤0.01% 923
2025
Q2 		$92.9K Sell
920
-309
-25% -$30.4K 0.01% 786
2025
Q1 		$135K Sell
1,229
-510
-29% -$61K 0.01% 644
2024
Q4 		$219K Sell
1,739
-84
-5% -$11.1K 0.02% 484
2024
Q3 		$249K Buy
1,823
+633
+53% +$83.1K 0.02% 478
2024
Q2 		$163K Buy
1,190
+51
+4% +$7.3K 0.01% 525
2024
Q1 		$169K Buy
1,139
+42
+4% +$6.38K 0.02% 509
2023
Q4 		$172K Sell
1,097
-497
-31% -$75.1K 0.02% 505
2023
Q3 		$248K Sell
1,594
-5,320
-77% -$918K 0.02% 414
2023
Q2 		$1.24M Sell
6,914
-74
-1% -$13.1K 0.11% 189
2023
Q1 		$1.36M Buy
6,988
+209
+3% +$38.3K 0.12% 174
2022
Q4 		$1.18M Sell
6,779
-193
-3% -$33.4K 0.12% 185
2022
Q3 		$1.13M Sell
6,972
-1,298
-16% -$246K 0.11% 189
2022
Q2 		$1.51M Buy
8,270
+970
+13% +$177K 0.15% 159
2022
Q1 		$1.57M Buy
7,300
+536
+8% +$114K 0.1% 184
2021
Q4 		$1.45M Sell
6,764
-28
-0.4% -$5.7K 0.09% 199
2021
Q3 		$1.24M Sell
6,792
-93
-1% -$18.4K 0.09% 201
2021
Q2 		$1.43M Sell
6,885
-525
-7% -$105K 0.09% 195
2021
Q1 		$1.26M Sell
7,410
-184
-2% -$29.8K 0.09% 210
2020
Q4 		$1.28M Sell
7,594
-1,468
-16% -$248K 0.1% 178
2020
Q3 		$1.51M Buy
9,062
+4,385
+94% +$638K 0.13% 165
2020
Q2 		$520K Sell
4,677
-1,149
-20% -$115K 0.04% 331
2020
Q1 		$544K Sell
5,826
-1
-0% -$104 0.05% 285
2019
Q4 		$682K Buy
5,827
+1,110
+24% +$131K 0.06% 282
2019
Q3 		$565K Buy
4,717
+531
+13% +$60.7K 0.05% 306
2019
Q2 		$432K Buy
4,186
+666
+19% +$69.3K 0.05% 319
2019
Q1 		$393K Buy
3,520
+305
+9% +$32.3K 0.05% 314
2018
Q4 		$314K Buy
3,215
+175
+6% +$19K 0.04% 326
2018
Q3 		$355K Buy
3,040
+29
+1% +$3.41K 0.04% 318
2018
Q2 		$320K Buy
3,011
+304
+11% +$34.1K 0.04% 309
2018
Q1 		$283K Buy
2,707
+42
+2% +$4.86K 0.04% 329
2017
Q4 		$318K Buy
+2,665
New +$313K 0.05% 270

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Advisornet Financial's UPS Position: Q2 2026 in Review

Advisornet Financial increased its United Parcel Service (UPS) stake by 2.9% in Q2 2026, buying an estimated $3.53K and bringing the position to 1,198 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #783.

Advisornet Financial first reported a position in UPS in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.57M in Q1 2022. 610 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Advisornet Financial held 1,198 shares of United Parcel Service worth $129K as of Q2 2026.
  • Advisornet Financial bought 34 United Parcel Service shares in Q2 2026, an estimated $3.53K.
  • United Parcel Service made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #783 holding.
  • Advisornet Financial first reported a position in United Parcel Service in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's United Parcel Service position peaked at $1.57M in Q1 2022.
  • 610 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.