CMA
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Cedar Mountain Advisors’s United Parcel Service UPS Stock Holding History

Cedar Mountain 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 		$17.6K Buy
163
+14
+9% +$1.46K ﹤0.01% 374
2026
Q1 		$14.6K Buy
149
+11
+8% +$1.18K ﹤0.01% 367
2025
Q4 		$13.7K Buy
138
+1
+0.7% +$94 ﹤0.01% 225
2025
Q3 		$11.4K Buy
137
+67
+96% +$6.07K ﹤0.01% 244
2025
Q2 		$7.11K Buy
70
+1
+1% +$98 ﹤0.01% 238
2025
Q1 		$7.64K Hold
69
– – ﹤0.01% 219
2024
Q4 		$8.66K Buy
69
+1
+1% +$132 ﹤0.01% 216
2024
Q3 		$9.26K Sell
68
-15
-18% -$1.97K ﹤0.01% 205
2024
Q2 		$11.4K Hold
83
– – ﹤0.01% 182
2024
Q1 		$12.3K Buy
83
+17
+26% +$2.58K ﹤0.01% 179
2023
Q4 		$10.4K Buy
66
+1
+2% +$151 ﹤0.01% 180
2023
Q3 		$10.2K Hold
65
– – ﹤0.01% 175
2023
Q2 		$11.6K Buy
65
+1
+2% +$178 ﹤0.01% 158
2023
Q1 		$12.5K Buy
64
+11
+21% +$2.02K ﹤0.01% 146
2022
Q4 		$9.19K Buy
53
+1
+2% +$173 ﹤0.01% 167
2022
Q3 		$8K Hold
52
– – ﹤0.01% 177
2022
Q2 		$10K Hold
52
– – ﹤0.01% 164
2022
Q1 		$11K Buy
52
+1
+2% +$212 ﹤0.01% 169
2021
Q4 		$11K Hold
51
– – ﹤0.01% 171
2021
Q3 		$9K Hold
51
– – ﹤0.01% 182
2021
Q2 		$11K Hold
51
– – ﹤0.01% 163
2021
Q1 		$9K Hold
51
– – ﹤0.01% 187
2020
Q4 		$9K Hold
51
– – ﹤0.01% 183
2020
Q3 		$8K Hold
51
– – ﹤0.01% 175
2020
Q2 		$6K Hold
51
– – ﹤0.01% 177
2020
Q1 		$5K Hold
51
– – ﹤0.01% 162
2019
Q4 		$6K Buy
+51
New +$6.04K ﹤0.01% 170

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

Cedar Mountain Advisors's UPS Position: Q2 2026 in Review

Cedar Mountain Advisors increased its United Parcel Service (UPS) stake by 9.4% in Q2 2026, buying an estimated $1.46K and bringing the position to 163 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Cedar Mountain Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. 428 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cedar Mountain Advisors held 163 shares of United Parcel Service worth $17.6K as of Q2 2026.
  • Cedar Mountain Advisors bought 14 United Parcel Service shares in Q2 2026, an estimated $1.46K.
  • United Parcel Service made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #374 holding.
  • Cedar Mountain Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • 428 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.