Barnes Pettey Financial Advisors’s United Parcel Service UPS Stock Holding History

Barnes Pettey Financial 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	$291K	Buy	2,711 +424	+19%	+$44.1K	0.09%	142
2026 Q1	$225K	Buy	2,287 +3	+0.1%	+$322	0.1%	145
2025 Q4	$227K	Buy	+2,284	New	+$214K	0.11%	135
2025 Q3	–	Sell	-2,197	Closed	-$222K	–	128
2025 Q2	$222K	Buy	2,197 +4	+0.2%	+$394	0.15%	103
2025 Q1	$241K	Buy	+2,193	New	+$262K	0.19%	85
2023 Q3	–	Sell	-1,209	Closed	-$217K	–	98
2023 Q2	$217K	Hold	1,209	–	–	0.19%	94
2023 Q1	$235K	Hold	1,209	–	–	0.22%	92
2022 Q4	$210K	Buy	+1,209	New	+$209K	0.22%	96
2022 Q3	–	Sell	-1,209	Closed	-$221K	–	92
2022 Q2	$221K	Hold	1,209	–	–	0.29%	80
2022 Q1	$259K	Hold	1,209	–	–	0.31%	73
2021 Q4	$259K	Buy	+1,209	New	+$246K	0.3%	77

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

Barnes Pettey Financial Advisors's UPS Position: Q2 2026 in Review

Barnes Pettey Financial Advisors increased its United Parcel Service (UPS) stake by 19% in Q2 2026, buying an estimated $44.1K and bringing the position to 2,711 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #142.

Barnes Pettey Financial Advisors first reported a position in UPS in Q4 2021 and has held it in 11 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Barnes Pettey Financial Advisors held 2,711 shares of United Parcel Service worth $291K as of Q2 2026.
Barnes Pettey Financial Advisors bought 424 United Parcel Service shares in Q2 2026, an estimated $44.1K.
United Parcel Service made up 0.09% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #142 holding.
Barnes Pettey Financial Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 11 quarters since.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.