AIA
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Aventus Investment Advisors’s United Parcel Service UPS Stock Holding History

Aventus Investment Advisors’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 		$25.6K Hold
238
– – 0.02% 87
2026
Q1 		$23.4K Hold
238
– – 0.02% 86
2025
Q4 		$23.6K Hold
238
– – 0.02% 86
2025
Q3 		$19.9K Hold
238
– – 0.02% 95
2025
Q2 		$24K Buy
+238
New +$23.4K 0.02% 84

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

Aventus Investment Advisors's UPS Position: Q2 2026 in Review

Aventus Investment Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 238 shares worth $25.6K. The position accounts for 0.02% of the portfolio, ranked #87.

Aventus Investment Advisors first reported a position in UPS in Q2 2025 and has held it in 5 quarters since. 737 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Aventus Investment Advisors held 238 shares of United Parcel Service worth $25.6K as of Q2 2026.
  • Aventus Investment Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.02% of Aventus Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Aventus Investment Advisors first reported a position in United Parcel Service in Q2 2025 and has held it in 5 quarters since.
  • 737 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.