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Bill Few Associates’s United Parcel Service UPS Stock Holding History

Bill Few Associates’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 		$306K Buy
2,848
+585
+26% +$60.8K 0.07% 183
2026
Q1 		$223K Sell
2,263
-191
-8% -$20.5K 0.05% 201
2025
Q4 		$243K Buy
+2,454
New +$230K 0.06% 181
2025
Q3 		– Sell
-2,227
Closed -$225K – 205
2025
Q2 		$225K Sell
2,227
-199
-8% -$19.6K 0.06% 179
2025
Q1 		$267K Buy
2,426
+288
+13% +$34.4K 0.1% 146
2024
Q4 		$270K Sell
2,138
-214
-9% -$28.2K 0.09% 147
2024
Q3 		$321K Buy
2,352
+72
+3% +$9.45K 0.11% 131
2024
Q2 		$312K Sell
2,280
-114
-5% -$16.3K 0.12% 127
2024
Q1 		$356K Buy
2,394
+187
+8% +$28.4K 0.14% 114
2023
Q4 		$347K Buy
2,207
+14
+0.6% +$2.12K 0.16% 107
2023
Q3 		$342K Buy
2,193
+150
+7% +$25.9K 0.18% 96
2023
Q2 		$366K Buy
2,043
+198
+11% +$35.2K 0.19% 88
2023
Q1 		$358K Buy
1,845
+300
+19% +$55K 0.2% 95
2022
Q4 		$269K Hold
1,545
– – 0.16% 102
2022
Q3 		$249K Hold
1,545
– – 0.17% 98
2022
Q2 		$282K Sell
1,545
-250
-14% -$45.6K 0.18% 94
2022
Q1 		$385K Hold
1,795
– – 0.21% 86
2021
Q4 		$385K Buy
+1,795
New +$365K 0.2% 83

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

Bill Few Associates's UPS Position: Q2 2026 in Review

Bill Few Associates increased its United Parcel Service (UPS) stake by 26% in Q2 2026, buying an estimated $60.8K and bringing the position to 2,848 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #183.

Bill Few Associates first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $385K in Q1 2022. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Bill Few Associates held 2,848 shares of United Parcel Service worth $306K as of Q2 2026.
  • Bill Few Associates bought 585 United Parcel Service shares in Q2 2026, an estimated $60.8K.
  • United Parcel Service made up 0.07% of Bill Few Associates's portfolio in Q2 2026, its #183 holding.
  • Bill Few Associates first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Bill Few Associates's United Parcel Service position peaked at $385K in Q1 2022.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bill Few Associates's 13F filing for Q2 2026, filed 7 Jul 2026.