AWM
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Avior Wealth Management’s United Parcel Service UPS Stock Holding History

Avior Wealth Management’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 		$351K Sell
3,266
-299
-8% -$31.1K 0.01% 607
2026
Q1 		$351K Buy
3,565
+1,164
+48% +$125K 0.01% 644
2025
Q4 		$238K Buy
+2,401
New +$225K 0.01% 678
2025
Q1 		– Sell
-1,607
Closed -$203K – 2244
2024
Q4 		$203K Sell
1,607
-830
-34% -$109K 0.01% 698
2024
Q3 		$332K Sell
2,437
-462
-16% -$60.7K 0.01% 558
2024
Q2 		$397K Buy
2,899
+9
+0.3% +$1.29K 0.02% 496
2024
Q1 		$430K Buy
2,890
+1,615
+127% +$245K 0.02% 494
2023
Q4 		$201K Buy
1,275
+38
+3% +$5.75K 0.01% 518
2023
Q3 		$193K Sell
1,237
-44
-3% -$7.59K 0.01% 530
2023
Q2 		$230K Buy
1,281
+33
+3% +$5.86K 0.01% 505
2023
Q1 		$242K Buy
1,248
+32
+3% +$5.87K 0.02% 493
2022
Q4 		$211K Sell
1,216
-12
-1% -$2.08K 0.02% 461
2022
Q3 		$198K Buy
1,228
+148
+14% +$28K 0.02% 453
2022
Q2 		$197K Hold
1,080
– – 0.02% 420
2022
Q1 		$231K Hold
1,080
– – 0.02% 416
2021
Q4 		$231K Sell
1,080
-3,008
-74% -$612K 0.02% 411
2021
Q3 		$744K Buy
4,088
+810
+25% +$160K 0.06% 237
2021
Q2 		$681K Buy
3,278
+600
+22% +$120K 0.07% 237
2021
Q1 		$454K Sell
2,678
-116
-4% -$18.8K 0.05% 308
2020
Q4 		$469K Buy
2,794
+95
+4% +$16K 0.06% 284
2020
Q3 		$448K Sell
2,699
-2,979
-52% -$434K 0.06% 257
2020
Q2 		$631K Sell
5,678
-700
-11% -$69.9K 0.1% 191
2020
Q1 		$594K Sell
6,378
-1,260
-16% -$131K 0.12% 172
2019
Q4 		$893K Buy
7,638
+1,200
+19% +$142K 0.14% 146
2019
Q3 		$771K Sell
6,438
-483
-7% -$55.2K 0.14% 153
2019
Q2 		$715K Buy
6,921
+1,021
+17% +$106K 0.13% 156
2019
Q1 		$659K Sell
5,900
-2,016
-25% -$214K 0.14% 158
2018
Q4 		$772K Sell
7,916
-61
-0.8% -$6.61K 0.19% 114
2018
Q3 		$931K Hold
7,977
– – 0.2% 107
2018
Q2 		$847K Sell
7,977
-416
-5% -$46.7K 0.19% 111
2018
Q1 		$878K Sell
8,393
-1,007
-11% -$116K 0.2% 112
2017
Q4 		$1.12M Buy
9,400
+9,336
+14,588% +$1.1M 0.25% 98
2017
Q3 		$8K Buy
+64
New +$7.28K ﹤0.01% 356
2017
Q1 		– Sell
-81
Closed -$9K – 525
2016
Q4 		$9K Buy
+81
New +$9.13K ﹤0.01% 344
2016
Q2 		– Sell
-203
Closed -$21K – 490
2016
Q1 		$21K Buy
203
+52
+34% +$5.05K 0.01% 279
2015
Q4 		$15K Buy
+151
New +$15.4K 0.01% 284

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Avior Wealth Management's UPS Position: Q2 2026 in Review

Avior Wealth Management reduced its United Parcel Service (UPS) stake by 8.4% in Q2 2026, selling an estimated $31.1K and leaving 3,266 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #607.

Avior Wealth Management first reported a position in UPS in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.12M in Q4 2017. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Avior Wealth Management held 3,266 shares of United Parcel Service worth $351K as of Q2 2026.
  • Avior Wealth Management sold 299 United Parcel Service shares in Q2 2026, an estimated $31.1K.
  • United Parcel Service made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #607 holding.
  • Avior Wealth Management first reported a position in United Parcel Service in Q4 2015 and has held it in 36 quarters since.
  • Avior Wealth Management's United Parcel Service position peaked at $1.12M in Q4 2017.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.