APW
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Alliance Private Wealth’s United Parcel Service UPS Stock Holding History

Alliance Private Wealth’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 		$1.95M Buy
18,110
+6,085
+51% +$633K 0.68% 37
2026
Q1 		$1.18M Buy
12,025
+269
+2% +$28.8K 0.43% 51
2025
Q4 		$1.31M Buy
+11,756
New +$1.1M 0.46% 48

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

Alliance Private Wealth's UPS Position: Q2 2026 in Review

Alliance Private Wealth increased its United Parcel Service (UPS) stake by 51% in Q2 2026, buying an estimated $633K and bringing the position to 18,110 shares worth $1.95M. The position accounts for 0.68% of the portfolio, ranked #37.

Alliance Private Wealth first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Alliance Private Wealth held 18,110 shares of United Parcel Service worth $1.95M as of Q2 2026.
  • Alliance Private Wealth bought 6,085 United Parcel Service shares in Q2 2026, an estimated $633K.
  • United Parcel Service made up 0.68% of Alliance Private Wealth's portfolio in Q2 2026, its #37 holding.
  • Alliance Private Wealth first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Alliance Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.