AWM
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Apollon Wealth Management’s United Parcel Service UPS Stock Holding History

Apollon Wealth Management’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 		$3.74M Buy
34,766
+6,372
+22% +$662K 0.05% 330
2026
Q1 		$2.79M Sell
28,394
-1,199
-4% -$129K 0.05% 312
2025
Q4 		$2.94M Sell
29,593
-20,674
-41% -$1.93M 0.05% 298
2025
Q3 		$4.2M Buy
50,267
+5,562
+12% +$504K 0.07% 227
2025
Q2 		$4.51M Sell
44,705
-163
-0.4% -$16K 0.09% 199
2025
Q1 		$4.93M Sell
44,868
-3,704
-8% -$443K 0.11% 172
2024
Q4 		$6.12M Buy
48,572
+29,934
+161% +$3.94M 0.14% 127
2024
Q3 		$2.54M Buy
18,638
+3,552
+24% +$466K 0.07% 248
2024
Q2 		$2.06M Sell
15,086
-2,571
-15% -$368K 0.06% 282
2024
Q1 		$2.62M Buy
17,657
+2,376
+16% +$361K 0.08% 225
2023
Q4 		$2.4M Buy
15,281
+4,689
+44% +$709K 0.08% 219
2023
Q3 		$1.65M Buy
10,592
+268
+3% +$46.3K 0.08% 237
2023
Q2 		$1.85M Buy
10,324
+406
+4% +$72.1K 0.09% 226
2023
Q1 		$1.92M Sell
9,918
-842
-8% -$154K 0.12% 183
2022
Q4 		$1.87M Sell
10,760
-495
-4% -$85.7K 0.13% 166
2022
Q3 		$1.82M Buy
11,255
+1,340
+14% +$254K 0.15% 148
2022
Q2 		$1.81M Sell
9,915
-916
-8% -$167K 0.15% 149
2022
Q1 		$2.32M Sell
10,831
-2,072
-16% -$440K 0.17% 136
2021
Q4 		$2.77M Buy
12,903
+7,093
+122% +$1.44M 0.21% 115
2021
Q3 		$1.06M Buy
5,810
+3,373
+138% +$666K 0.15% 142
2021
Q2 		$507K Buy
2,437
+110
+5% +$22K 0.09% 215
2021
Q1 		$396K Buy
+2,327
New +$376K 0.08% 227
2020
Q3 		– Sell
-20
Closed -$2K – 654
2020
Q2 		$2K Buy
+20
New +$2K ﹤0.01% 652

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Apollon Wealth Management's UPS Position: Q2 2026 in Review

Apollon Wealth Management increased its United Parcel Service (UPS) stake by 22% in Q2 2026, buying an estimated $662K and bringing the position to 34,766 shares worth $3.74M. The position accounts for 0.05% of the portfolio, ranked #330.

Apollon Wealth Management first reported a position in UPS in Q2 2020 and has held it in 23 quarters since. The position peaked at $6.12M in Q4 2024. 553 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Apollon Wealth Management held 34,766 shares of United Parcel Service worth $3.74M as of Q2 2026.
  • Apollon Wealth Management bought 6,372 United Parcel Service shares in Q2 2026, an estimated $662K.
  • United Parcel Service made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Apollon Wealth Management first reported a position in United Parcel Service in Q2 2020 and has held it in 23 quarters since.
  • Apollon Wealth Management's United Parcel Service position peaked at $6.12M in Q4 2024.
  • 553 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.