BRWA
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B. Riley Wealth Advisors’s United Parcel Service UPS Stock Holding History

B. Riley Wealth 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 		$1.02M Buy
9,485
+493
+5% +$51.3K 0.05% 304
2026
Q1 		$854K Sell
8,992
-4,805
-35% -$515K 0.05% 315
2025
Q4 		$1.37M Sell
13,797
-1,821
-12% -$170K 0.06% 278
2025
Q3 		$1.3M Buy
15,618
+3,852
+33% +$349K 0.06% 290
2025
Q2 		$1.19M Buy
+11,766
New +$1.16M 0.06% 313
2024
Q4 		$2.54M Sell
20,149
-1,132
-5% -$149K 0.08% 237
2024
Q3 		$2.85M Sell
21,281
-2,924
-12% -$384K 0.08% 243
2024
Q2 		$3.31M Buy
24,205
+1,863
+8% +$267K 0.08% 225
2024
Q1 		$3.48M Sell
22,342
-118
-0.5% -$17.9K 0.09% 214
2023
Q4 		$3.53M Buy
22,460
+118
+0.5% +$17.8K 0.1% 224
2023
Q3 		$3.48M Sell
22,342
-1,451
-6% -$250K 0.09% 214
2023
Q2 		$4.26M Sell
23,793
-1,921
-7% -$341K 0.1% 213
2023
Q1 		$4.99M Sell
25,714
-7,312
-22% -$1.34M 0.13% 175
2022
Q4 		$5.74M Buy
33,026
+1,852
+6% +$321K 0.16% 150
2022
Q3 		$5.04M Buy
31,174
+5,595
+22% +$1.06M 0.15% 147
2022
Q2 		$4.67M Sell
25,579
-927
-3% -$169K 0.2% 112
2022
Q1 		$5.69M Sell
26,506
-8,834
-25% -$1.88M 0.19% 118
2021
Q4 		$7.58M Buy
35,340
+1,519
+4% +$309K 0.22% 100
2021
Q3 		$6.21M Buy
33,821
+963
+3% +$190K 0.2% 109
2021
Q2 		$6.78M Buy
32,858
+3,611
+12% +$723K 0.22% 101
2021
Q1 		$4.97M Buy
29,247
+4,349
+17% +$703K 0.18% 137
2020
Q4 		$4.19M Buy
24,898
+5,418
+28% +$914K 0.22% 103
2020
Q3 		$3.08M Buy
19,480
+366
+2% +$53.3K 0.16% 142
2020
Q2 		$2.13M Buy
19,114
+5,528
+41% +$552K 0.14% 160
2020
Q1 		$1.27M Buy
13,586
+5,443
+67% +$564K 0.11% 194
2019
Q4 		$954K Buy
8,143
+1,308
+19% +$155K 0.08% 249
2019
Q3 		$820K Sell
6,835
-1,985
-23% -$227K 0.08% 261
2019
Q2 		$912K Buy
8,820
+433
+5% +$45K 0.1% 218
2019
Q1 		$938K Buy
8,387
+1,527
+22% +$162K 0.12% 194
2018
Q4 		$670K Sell
6,860
-35
-0.5% -$3.79K 0.1% 227
2018
Q3 		$806K Buy
6,895
+365
+6% +$43K 0.1% 226
2018
Q2 		$694K Buy
6,530
+353
+6% +$39.6K 0.09% 244
2018
Q1 		$647K Buy
6,177
+1,543
+33% +$178K 0.09% 243
2017
Q4 		$553K Buy
4,634
+774
+20% +$91K 0.07% 293
2017
Q3 		$464K Buy
3,860
+254
+7% +$28.9K 0.08% 277
2017
Q2 		$399K Buy
3,606
+310
+9% +$33.1K 0.07% 300
2017
Q1 		$354K Buy
3,296
+579
+21% +$63.3K 0.07% 297
2016
Q4 		$312K Buy
2,717
+257
+10% +$29K 0.06% 335
2016
Q3 		$269K Sell
2,460
-336
-12% -$36.7K 0.05% 441
2016
Q2 		$302K Sell
2,796
-27
-1% -$2.81K 0.06% 393
2016
Q1 		$298K Sell
2,823
-587
-17% -$57K 0.07% 357
2015
Q4 		$329K Buy
3,410
+199
+6% +$20.3K 0.07% 342
2015
Q3 		$318K Buy
3,211
+720
+29% +$71.1K 0.08% 337
2015
Q2 		$242K Sell
2,491
-974
-28% -$96.8K 0.06% 390
2015
Q1 		$336K Sell
3,465
-946
-21% -$97.1K 0.08% 321
2014
Q4 		$4.63K Buy
4,411
+1,912
+77% +$202K 0.1% 267
2014
Q3 		$246K Sell
2,499
-879
-26% -$87.3K 0.06% 434
2014
Q2 		$347K Buy
+3,378
New +$339K 0.08% 273
2013
Q4 		– Sell
-1,533
Closed -$140K – 721
2013
Q3 		$140K Buy
+1,533
New +$135K 0.05% 450

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

B. Riley Wealth Advisors's UPS Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its United Parcel Service (UPS) stake by 5.5% in Q2 2026, buying an estimated $51.3K and bringing the position to 9,485 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #304.

B. Riley Wealth Advisors first reported a position in UPS in Q3 2013 and has held it in 49 quarters since. The position peaked at $7.58M in Q4 2021. 439 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • B. Riley Wealth Advisors held 9,485 shares of United Parcel Service worth $1.02M as of Q2 2026.
  • B. Riley Wealth Advisors bought 493 United Parcel Service shares in Q2 2026, an estimated $51.3K.
  • United Parcel Service made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #304 holding.
  • B. Riley Wealth Advisors first reported a position in United Parcel Service in Q3 2013 and has held it in 49 quarters since.
  • B. Riley Wealth Advisors's United Parcel Service position peaked at $7.58M in Q4 2021.
  • 439 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.