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

Aventura 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	$39.1K	Buy	364 +186	+104%	+$19.3K	0.01%	379
2026 Q1	$17.5K	Hold	178	–	–	0.01%	465
2025 Q4	$17.7K	Buy	178 +10	+6%	+$935	0.01%	437
2025 Q3	$14K	Sell	168 -27	-14%	-$2.45K	0.01%	446
2025 Q2	$19.7K	Sell	195 -150	-43%	-$14.8K	0.01%	380
2025 Q1	$37.9K	Hold	345	–	–	0.02%	292
2024 Q4	$43.5K	Buy	+345	New	+$45.4K	0.02%	270

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

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

Aventura Private Wealth increased its United Parcel Service (UPS) stake by 104% in Q2 2026, buying an estimated $19.3K and bringing the position to 364 shares worth $39.1K. The position accounts for 0.01% of the portfolio, ranked #379.

Aventura Private Wealth first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.5K in Q4 2024. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Aventura Private Wealth held 364 shares of United Parcel Service worth $39.1K as of Q2 2026.
Aventura Private Wealth bought 186 United Parcel Service shares in Q2 2026, an estimated $19.3K.
United Parcel Service made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #379 holding.
Aventura Private Wealth first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's United Parcel Service position peaked at $43.5K in Q4 2024.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.