AFC
UPS icon

Ares Financial Consulting’s United Parcel Service UPS Stock Holding History

Ares Financial Consulting’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 		$388K Buy
3,609
+26
+0.7% +$2.7K 0.28% 58
2026
Q1 		$351K Buy
3,583
+200
+6% +$21.4K 0.28% 56
2025
Q4 		$336K Buy
+3,383
New +$316K 0.32% 57

Other funds holding UPS

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
SPC
Spirepoint Private Client Vero Beach, Florida $1.23B AUM 30.73% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return

Ares Financial Consulting's UPS Position: Q2 2026 in Review

Ares Financial Consulting increased its United Parcel Service (UPS) stake by 0.73% in Q2 2026, buying an estimated $2.7K and bringing the position to 3,609 shares worth $388K. The position accounts for 0.28% of the portfolio, ranked #58.

Ares Financial Consulting first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 1,174 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Ares Financial Consulting held 3,609 shares of United Parcel Service worth $388K as of Q2 2026.
  • Ares Financial Consulting bought 26 United Parcel Service shares in Q2 2026, an estimated $2.7K.
  • United Parcel Service made up 0.28% of Ares Financial Consulting's portfolio in Q2 2026, its #58 holding.
  • Ares Financial Consulting first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 1,174 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.