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ARS Wealth Advisors Group’s United Parcel Service UPS Stock Holding History

ARS Wealth Advisors 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 		$6.39M Buy
59,396
+5,150
+9% +$535K 0.5% 43
2026
Q1 		$5.34M Buy
54,246
+5,651
+12% +$606K 0.45% 45
2025
Q4 		$4.82M Buy
48,595
+2,727
+6% +$255K 0.43% 42
2025
Q3 		$3.83M Buy
45,868
+3,568
+8% +$323K 0.38% 47
2025
Q2 		$4.27M Buy
42,300
+3,607
+9% +$355K 0.49% 40
2025
Q1 		$4.26M Buy
38,693
+2,959
+8% +$354K 0.6% 34
2024
Q4 		$4.51M Buy
35,734
+605
+2% +$79.6K 0.62% 35
2024
Q3 		$4.79M Buy
35,129
+903
+3% +$119K 0.59% 38
2024
Q2 		$4.68M Sell
34,226
-374
-1% -$53.5K 0.61% 39
2024
Q1 		$5.14M Sell
34,600
-5,314
-13% -$808K 0.69% 38
2023
Q4 		$6.28M Sell
39,914
-149
-0.4% -$22.5K 0.93% 35
2023
Q3 		$6.24M Buy
40,063
+1,003
+3% +$173K 1.02% 39
2023
Q2 		$7M Buy
39,060
+1,766
+5% +$314K 1.11% 36
2023
Q1 		$7.23M Buy
37,294
+12,484
+50% +$2.29M 1.33% 31
2022
Q4 		$4.31M Buy
24,810
+976
+4% +$169K 0.71% 48
2022
Q3 		$3.85M Buy
23,834
+1,060
+5% +$201K 0.59% 50
2022
Q2 		$4.16M Buy
+22,774
New +$4.15M 0.57% 57

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ARS Wealth Advisors Group's UPS Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its United Parcel Service (UPS) stake by 9.5% in Q2 2026, buying an estimated $535K and bringing the position to 59,396 shares worth $6.39M. The position accounts for 0.5% of the portfolio, ranked #43.

ARS Wealth Advisors Group first reported a position in UPS in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.23M in Q1 2023. 833 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • ARS Wealth Advisors Group held 59,396 shares of United Parcel Service worth $6.39M as of Q2 2026.
  • ARS Wealth Advisors Group bought 5,150 United Parcel Service shares in Q2 2026, an estimated $535K.
  • United Parcel Service made up 0.5% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #43 holding.
  • ARS Wealth Advisors Group first reported a position in United Parcel Service in Q2 2022 and has held it in 17 quarters since.
  • ARS Wealth Advisors Group's United Parcel Service position peaked at $7.23M in Q1 2023.
  • 833 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.