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Beaird Harris Wealth Management’s United Parcel Service UPS Stock Holding History

Beaird Harris 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 		$47.8K Sell
445
-200
-31% -$20.8K ﹤0.01% 260
2026
Q1 		$63.5K Hold
645
– – ﹤0.01% 221
2025
Q4 		$64K Hold
645
– – ﹤0.01% 229
2025
Q3 		$53.9K Hold
645
– – ﹤0.01% 243
2025
Q2 		$65.1K Buy
645
+200
+45% +$19.7K 0.01% 224
2025
Q1 		$48.9K Hold
445
– – ﹤0.01% 225
2024
Q4 		$56.1K Hold
445
– – ﹤0.01% 216
2024
Q3 		$60.7K Hold
445
– – 0.01% 216
2024
Q2 		$61K Sell
445
-10
-2% -$1.43K 0.01% 204
2024
Q1 		$67.6K Hold
455
– – 0.01% 180
2023
Q4 		$71.5K Buy
455
+10
+2% +$1.51K 0.01% 166
2023
Q3 		$69.4K Hold
445
– – 0.01% 146
2023
Q2 		$79.8K Hold
445
– – 0.01% 142
2023
Q1 		$86.3K Sell
445
-53
-11% -$9.72K 0.02% 134
2022
Q4 		$86.6K Buy
498
+53
+12% +$9.18K 0.02% 142
2022
Q3 		$72K Hold
445
– – 0.02% 138
2022
Q2 		$81K Hold
445
– – 0.02% 109
2022
Q1 		$95K Sell
445
-1,800
-80% -$382K 0.03% 137
2021
Q4 		$481K Buy
+2,245
New +$457K 0.18% 66

Other funds holding UPS

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
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

Beaird Harris Wealth Management's UPS Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its United Parcel Service (UPS) stake by 31% in Q2 2026, selling an estimated $20.8K and leaving 445 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Beaird Harris Wealth Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $481K in Q4 2021. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Beaird Harris Wealth Management held 445 shares of United Parcel Service worth $47.8K as of Q2 2026.
  • Beaird Harris Wealth Management sold 200 United Parcel Service shares in Q2 2026, an estimated $20.8K.
  • United Parcel Service made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #260 holding.
  • Beaird Harris Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's United Parcel Service position peaked at $481K in Q4 2021.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.