Armstrong Advisory Group’s United Parcel Service UPS Stock Holding History

Armstrong Advisory Group’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	$2.94M	Sell	27,371 -7,162	-21%	-$745K	0.18%	46
2026 Q1	$3.4M	Sell	34,533 -6,754	-16%	-$724K	0.23%	44
2025 Q4	$4.1M	Sell	41,287 -6,279	-13%	-$587K	0.28%	42
2025 Q3	$3.97M	Sell	47,566 -7,029	-13%	-$637K	0.28%	42
2025 Q2	$5.51M	Sell	54,595 -13,576	-20%	-$1.34M	0.42%	31
2025 Q1	$8.6M	Hold	68,171	–	–	0.69%	25
2024 Q4	$8.6M	Sell	68,171 -6,975	-9%	-$918K	0.69%	25
2024 Q3	$10.2M	Sell	75,146 -3,820	-5%	-$502K	0.85%	23
2024 Q2	$10.8M	Sell	78,966 -6,649	-8%	-$952K	0.96%	21
2024 Q1	$13.5M	Hold	85,615	–	–	1.31%	21
2023 Q4	$13.5M	Sell	85,615 -108	-0.1%	-$16.3K	1.31%	21
2023 Q3	$13.4M	Buy	85,723 +76	+0.1%	+$13.1K	1.46%	20
2023 Q2	$15.4M	Sell	85,647 -106	-0.1%	-$18.8K	1.63%	16
2023 Q1	$16.6M	Buy	85,753 +51	+0.1%	+$9.36K	1.97%	16
2022 Q4	$14.9M	Buy	+85,702	New	+$14.8M	1.96%	14

Other funds holding UPS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Armstrong Advisory Group's UPS Position: Q2 2026 in Review

Armstrong Advisory Group reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $745K and leaving 27,371 shares worth $2.94M. The position accounts for 0.18% of the portfolio, ranked #46.

Armstrong Advisory Group first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.6M in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Armstrong Advisory Group held 27,371 shares of United Parcel Service worth $2.94M as of Q2 2026.
Armstrong Advisory Group sold 7,162 United Parcel Service shares in Q2 2026, an estimated $745K.
United Parcel Service made up 0.18% of Armstrong Advisory Group's portfolio in Q2 2026, its #46 holding.
Armstrong Advisory Group first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's United Parcel Service position peaked at $16.6M in Q1 2023.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.