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Annex Advisory Services’s United Parcel Service UPS Stock Holding History

Annex Advisory Services’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 		$426K Sell
3,966
-191
-5% -$19.9K 0.01% 272
2026
Q1 		$409K Buy
4,157
+345
+9% +$37K 0.01% 273
2025
Q4 		$378K Sell
3,812
-29
-0.8% -$2.71K 0.01% 272
2025
Q3 		$321K Sell
3,841
-635
-14% -$57.5K 0.01% 250
2025
Q2 		$452K Sell
4,476
-175
-4% -$17.2K 0.01% 223
2025
Q1 		$512K Buy
4,651
+66
+1% +$7.89K 0.01% 209
2024
Q4 		$578K Buy
4,585
+15
+0.3% +$1.97K 0.02% 200
2024
Q3 		$623K Sell
4,570
-139
-3% -$18.3K 0.02% 173
2024
Q2 		$644K Buy
4,709
+15
+0.3% +$2.15K 0.02% 161
2024
Q1 		$698K Sell
4,694
-94
-2% -$14.3K 0.02% 153
2023
Q4 		$753K Sell
4,788
-192
-4% -$29K 0.03% 143
2023
Q3 		$776K Buy
4,980
+125
+3% +$21.6K 0.05% 120
2023
Q2 		$870K Buy
4,855
+445
+10% +$79K 0.05% 115
2023
Q1 		$855K Sell
4,410
-23
-0.5% -$4.22K 0.05% 115
2022
Q4 		$771K Sell
4,433
-318
-7% -$55K 0.04% 128
2022
Q3 		$767K Sell
4,751
-2,854
-38% -$540K 0.05% 130
2022
Q2 		$1.39M Buy
7,605
+2,450
+48% +$447K 0.1% 110
2022
Q1 		$1.11M Buy
5,155
+125
+2% +$26.6K 0.08% 121
2021
Q4 		$1.08M Buy
5,030
+258
+5% +$52.5K 0.07% 121
2021
Q3 		$869K Sell
4,772
-121
-2% -$23.9K 0.07% 122
2021
Q2 		$1.02M Buy
+4,893
New +$979K 0.08% 114
2020
Q1 		– Sell
-2,311
Closed -$271K – 139
2019
Q4 		$271K Buy
+2,311
New +$274K 0.03% 110
2019
Q3 		– Sell
-2,021
Closed -$209K – 130
2019
Q2 		$209K Hold
2,021
– – 0.03% 113
2019
Q1 		$226K Buy
+2,021
New +$214K 0.03% 115

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Annex Advisory Services's UPS Position: Q2 2026 in Review

Annex Advisory Services reduced its United Parcel Service (UPS) stake by 4.6% in Q2 2026, selling an estimated $19.9K and leaving 3,966 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #272.

Annex Advisory Services first reported a position in UPS in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.39M in Q2 2022. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Annex Advisory Services held 3,966 shares of United Parcel Service worth $426K as of Q2 2026.
  • Annex Advisory Services sold 191 United Parcel Service shares in Q2 2026, an estimated $19.9K.
  • United Parcel Service made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #272 holding.
  • Annex Advisory Services first reported a position in United Parcel Service in Q1 2019 and has held it in 24 quarters since.
  • Annex Advisory Services's United Parcel Service position peaked at $1.39M in Q2 2022.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.