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Barlow Wealth Partners’s United Parcel Service UPS Stock Holding History

Barlow Wealth Partners’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 		$357K Buy
3,249
+600
+23% +$62.4K 0.04% 107
2026
Q1 		$282K Buy
2,649
+119
+5% +$12.8K 0.03% 118
2025
Q4 		$273K Buy
2,530
+25
+1% +$2.34K 0.03% 116
2025
Q3 		$218K Hold
2,505
– – 0.02% 125
2025
Q2 		$264K Buy
+2,505
New +$246K 0.03% 116
2024
Q4 		– Sell
-1,638
Closed -$215K – 154
2024
Q3 		$215K Hold
1,638
– – 0.03% 145
2024
Q2 		$211K Hold
1,638
– – 0.03% 147
2024
Q1 		$237K Hold
1,638
– – 0.03% 134
2023
Q4 		$258K Buy
+1,638
New +$248K 0.04% 125

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

Barlow Wealth Partners's UPS Position: Q2 2026 in Review

Barlow Wealth Partners increased its United Parcel Service (UPS) stake by 23% in Q2 2026, buying an estimated $62.4K and bringing the position to 3,249 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #107.

Barlow Wealth Partners first reported a position in UPS in Q4 2023 and has held it in 9 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Barlow Wealth Partners held 3,249 shares of United Parcel Service worth $357K as of Q2 2026.
  • Barlow Wealth Partners bought 600 United Parcel Service shares in Q2 2026, an estimated $62.4K.
  • United Parcel Service made up 0.04% of Barlow Wealth Partners's portfolio in Q2 2026, its #107 holding.
  • Barlow Wealth Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 9 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.