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Carolina Wealth Advisors’s United Parcel Service UPS Stock Holding History

Carolina 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 		$5.38K Hold
50
– – ﹤0.01% 234
2026
Q1 		$4.92K Hold
50
– – ﹤0.01% 228
2025
Q4 		$4.96K Hold
50
– – ﹤0.01% 204
2025
Q3 		$4.18K Hold
50
– – ﹤0.01% 192
2025
Q2 		$5.05K Hold
50
– – ﹤0.01% 185
2025
Q1 		$5.5K Hold
50
– – ﹤0.01% 188
2024
Q4 		$6.3K Hold
50
– – ﹤0.01% 175
2024
Q3 		$6.82K Hold
50
– – ﹤0.01% 199
2024
Q2 		$6.84K Hold
50
– – ﹤0.01% 153
2024
Q1 		$7.43K Hold
50
– – ﹤0.01% 155
2023
Q4 		$7.86K Hold
50
– – ﹤0.01% 166
2023
Q3 		$7.79K Sell
50
-108
-68% -$18.6K ﹤0.01% 174
2023
Q2 		$28.3K Buy
158
+108
+216% +$19.2K 0.02% 119
2023
Q1 		$9.7K Hold
50
– – 0.01% 152
2022
Q4 		$9K Hold
50
– – 0.01% 152
2022
Q3 		$8K Hold
50
– – 0.01% 154
2022
Q2 		$9K Hold
50
– – 0.01% 171
2022
Q1 		$11K Hold
50
– – 0.01% 176
2021
Q4 		$11K Hold
50
– – 0.01% 184
2021
Q3 		$9K Sell
50
-58
-54% -$11.4K 0.01% 186
2021
Q2 		$22K Hold
108
– – 0.01% 163
2021
Q1 		$18K Hold
108
– – 0.01% 177
2020
Q4 		$18K Buy
108
+58
+116% +$9.79K 0.01% 123
2020
Q3 		$8K Hold
50
– – 0.01% 151
2020
Q2 		$6K Hold
50
– – 0.01% 135
2020
Q1 		$5K Hold
50
– – 0.01% 134
2019
Q4 		$6K Buy
+50
New +$5.92K 0.01% 146

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

Carolina Wealth Advisors's UPS Position: Q2 2026 in Review

Carolina Wealth Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 50 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Carolina Wealth Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.3K in Q2 2023. 428 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Carolina Wealth Advisors held 50 shares of United Parcel Service worth $5.38K as of Q2 2026.
  • Carolina Wealth Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #234 holding.
  • Carolina Wealth Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's United Parcel Service position peaked at $28.3K in Q2 2023.
  • 428 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.