AWA
UPS icon

Amplius Wealth Advisors’s United Parcel Service UPS Stock Holding History

Amplius Wealth 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 		$915K Sell
8,514
-256
-3% -$26.6K 0.07% 79
2026
Q1 		$863K Buy
8,770
+37
+0.4% +$3.97K 0.07% 80
2025
Q4 		$866K Sell
8,733
-1,667
-16% -$156K 0.07% 76
2025
Q3 		$869K Buy
10,400
+2,133
+26% +$193K 0.08% 76
2025
Q2 		$834K Sell
8,267
-62
-0.7% -$6.1K 0.08% 89
2025
Q1 		$916K Buy
8,329
+513
+7% +$61.3K 0.1% 77
2024
Q4 		$986K Sell
7,816
-3
-0% -$395 0.1% 72
2024
Q3 		$1.07M Sell
7,819
-20
-0.3% -$2.63K 0.12% 68
2024
Q2 		$1.07M Sell
7,839
-144
-2% -$20.6K 0.12% 70
2024
Q1 		$1.19M Sell
7,983
-90
-1% -$13.7K 0.13% 67
2023
Q4 		$1.27M Buy
8,073
+147
+2% +$22.2K 0.15% 60
2023
Q3 		$1.24M Sell
7,926
-62
-0.8% -$10.7K 0.17% 60
2023
Q2 		$1.43M Sell
7,988
-39
-0.5% -$6.92K 0.19% 57
2023
Q1 		$1.56M Buy
8,027
+138
+2% +$25.3K 0.22% 53
2022
Q4 		$1.37M Sell
7,889
-464
-6% -$80.3K 0.22% 55
2022
Q3 		$1.35M Buy
8,353
+461
+6% +$87.3K 0.24% 52
2022
Q2 		$1.44M Sell
7,892
-74
-0.9% -$13.5K 0.23% 54
2022
Q1 		$1.71M Sell
7,966
-13
-0.2% -$2.76K 0.26% 46
2021
Q4 		$1.71M Buy
+7,979
New +$1.62M 0.24% 49

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

Amplius Wealth Advisors's UPS Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its United Parcel Service (UPS) stake by 2.9% in Q2 2026, selling an estimated $26.6K and leaving 8,514 shares worth $915K. The position accounts for 0.07% of the portfolio, ranked #79.

Amplius Wealth Advisors first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.71M in Q4 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Amplius Wealth Advisors held 8,514 shares of United Parcel Service worth $915K as of Q2 2026.
  • Amplius Wealth Advisors sold 256 United Parcel Service shares in Q2 2026, an estimated $26.6K.
  • United Parcel Service made up 0.07% of Amplius Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • Amplius Wealth Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's United Parcel Service position peaked at $1.71M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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