Arista Wealth Management’s United Parcel Service UPS Stock Holding History

Arista 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	$655K	Buy	6,089 +2	+0%	+$208	0.07%	144
2026 Q1	$599K	Sell	6,087 -1,976	-25%	-$212K	0.07%	142
2025 Q4	$800K	Buy	+8,063	New	+$754K	0.1%	107
2025 Q3	–	Sell	-2,199	Closed	-$222K	–	296
2025 Q2	$222K	Buy	+2,199	New	+$216K	0.03%	216

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Arista Wealth Management increased its United Parcel Service (UPS) stake by 0.03% in Q2 2026, buying an estimated $208 and bringing the position to 6,089 shares worth $655K. The position accounts for 0.07% of the portfolio, ranked #144.

Arista Wealth Management first reported a position in UPS in Q2 2025 and has held it in 4 quarters since. The position peaked at $800K in Q4 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Arista Wealth Management held 6,089 shares of United Parcel Service worth $655K as of Q2 2026.
Arista Wealth Management bought 2 United Parcel Service shares in Q2 2026, an estimated $208.
United Parcel Service made up 0.07% of Arista Wealth Management's portfolio in Q2 2026, its #144 holding.
Arista Wealth Management first reported a position in United Parcel Service in Q2 2025 and has held it in 4 quarters since.
Arista Wealth Management's United Parcel Service position peaked at $800K in Q4 2025.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.