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Allen Mooney & Barnes Investment Advisors’s United Parcel Service UPS Stock Holding History

Allen Mooney & Barnes Investment 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 		$371K Sell
3,447
-200
-5% -$20.8K 0.06% 118
2026
Q1 		$359K Buy
3,647
+1,519
+71% +$163K 0.05% 119
2025
Q4 		$211K Buy
+2,128
New +$199K 0.03% 153

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

Allen Mooney & Barnes Investment Advisors's UPS Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its United Parcel Service (UPS) stake by 5.5% in Q2 2026, selling an estimated $20.8K and leaving 3,447 shares worth $371K. The position accounts for 0.06% of the portfolio, ranked #118.

Allen Mooney & Barnes Investment Advisors first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 3,447 shares of United Parcel Service worth $371K as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 200 United Parcel Service shares in Q2 2026, an estimated $20.8K.
  • United Parcel Service made up 0.06% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.