Aurora Private Wealth’s United Parcel Service UPS Stock Holding History

Aurora Private Wealth’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	$201K	Sell	1,867 -1,592	-46%	-$165K	0.13%	173
2026 Q1	$343K	Hold	3,459	–	–	0.24%	106
2025 Q4	$343K	Buy	+3,459	New	+$324K	0.23%	107
2023 Q4	–	Sell	-1,293	Closed	-$202K	–	169
2023 Q3	$202K	Buy	1,293 +78	+6%	+$13.5K	0.22%	123
2023 Q2	$218K	Sell	1,215 -13	-1%	-$2.31K	0.25%	117
2023 Q1	$238K	Buy	+1,228	New	+$225K	0.25%	123
2022 Q4	–	Sell	-1,372	Closed	-$222K	–	177
2022 Q3	$222K	Buy	1,372 +20	+1%	+$3.79K	0.1%	147
2022 Q2	$247K	Buy	1,352 +55	+4%	+$10K	0.11%	138
2022 Q1	$278K	Buy	1,297 +78	+6%	+$16.6K	0.11%	148
2021 Q4	$261K	Sell	1,219 -1,536	-56%	-$312K	0.11%	154
2021 Q3	$502K	Hold	2,755	–	–	0.2%	98
2021 Q2	$573K	Sell	2,755 -200	-7%	-$40K	0.23%	95
2021 Q1	$502K	Buy	2,955 +38	+1%	+$6.15K	0.21%	100
2020 Q4	$491K	Buy	2,917 +1,057	+57%	+$178K	0.21%	107
2020 Q3	$310K	Buy	+1,860	New	+$271K	0.13%	140

Other funds holding UPS

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

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 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Aurora Private Wealth's UPS Position: Q2 2026 in Review

Aurora Private Wealth reduced its United Parcel Service (UPS) stake by 46% in Q2 2026, selling an estimated $165K and leaving 1,867 shares worth $201K. The position accounts for 0.13% of the portfolio, ranked #173.

Aurora Private Wealth first reported a position in UPS in Q3 2020 and has held it in 15 quarters since. The position peaked at $573K in Q2 2021. 762 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Aurora Private Wealth held 1,867 shares of United Parcel Service worth $201K as of Q2 2026.
Aurora Private Wealth sold 1,592 United Parcel Service shares in Q2 2026, an estimated $165K.
United Parcel Service made up 0.13% of Aurora Private Wealth's portfolio in Q2 2026, its #173 holding.
Aurora Private Wealth first reported a position in United Parcel Service in Q3 2020 and has held it in 15 quarters since.
Aurora Private Wealth's United Parcel Service position peaked at $573K in Q2 2021.
762 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.