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Altus Wealth Group’s United Parcel Service UPS Stock Holding History

Altus Wealth Group’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 		$846K Buy
7,866
+27
+0.3% +$2.81K 0.31% 65
2026
Q1 		$771K Buy
7,839
+104
+1% +$11.2K 0.32% 63
2025
Q4 		$767K Buy
+7,735
New +$724K 0.31% 62
2025
Q3 		– Sell
-2,166
Closed -$219K – 148
2025
Q2 		$219K Buy
2,166
+75
+4% +$7.38K 0.1% 125
2025
Q1 		$230K Buy
2,091
+69
+3% +$8.25K 0.11% 118
2024
Q4 		$255K Buy
2,022
+89
+5% +$11.7K 0.11% 122
2024
Q3 		$264K Sell
1,933
-24
-1% -$3.15K 0.11% 122
2024
Q2 		$268K Sell
1,957
-2,878
-60% -$412K 0.13% 112
2024
Q1 		$719K Buy
4,835
+338
+8% +$51.4K 0.36% 65
2023
Q4 		$707K Buy
4,497
+580
+15% +$87.7K 0.39% 64
2023
Q3 		$611K Sell
3,917
-90
-2% -$15.5K 0.39% 66
2023
Q2 		$718K Buy
4,007
+32
+0.8% +$5.68K 0.44% 55
2023
Q1 		$771K Sell
3,975
-100
-2% -$18.3K 0.52% 48
2022
Q4 		$708K Buy
4,075
+264
+7% +$45.7K 0.54% 50
2022
Q3 		$694K Hold
3,811
– – 0.69% 39
2022
Q2 		$694K Sell
3,811
-298
-7% -$54.4K 0.69% 39
2022
Q1 		$881K Buy
4,109
+97
+2% +$20.6K 0.72% 31
2021
Q4 		$860K Buy
4,012
+201
+5% +$40.9K 0.71% 32
2021
Q3 		$694K Buy
3,811
+1,284
+51% +$253K 0.69% 39
2021
Q2 		$526K Sell
2,527
-5
-0.2% -$1K 0.51% 47
2021
Q1 		$543K Buy
2,532
+303
+14% +$49K 0.54% 46
2020
Q4 		$375K Buy
+2,229
New +$376K 0.36% 56

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

Altus Wealth Group's UPS Position: Q2 2026 in Review

Altus Wealth Group increased its United Parcel Service (UPS) stake by 0.34% in Q2 2026, buying an estimated $2.81K and bringing the position to 7,866 shares worth $846K. The position accounts for 0.31% of the portfolio, ranked #65.

Altus Wealth Group first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $881K in Q1 2022. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Altus Wealth Group held 7,866 shares of United Parcel Service worth $846K as of Q2 2026.
  • Altus Wealth Group bought 27 United Parcel Service shares in Q2 2026, an estimated $2.81K.
  • United Parcel Service made up 0.31% of Altus Wealth Group's portfolio in Q2 2026, its #65 holding.
  • Altus Wealth Group first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Altus Wealth Group's United Parcel Service position peaked at $881K in Q1 2022.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.