CWA
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Centerline Wealth Advisors’s United Parcel Service UPS Stock Holding History

Centerline 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 		$396K Sell
3,680
-56
-1% -$5.82K 0.12% 58
2026
Q1 		$368K Buy
3,736
+1
+0% +$107 0.13% 54
2025
Q4 		$370K Buy
3,735
+3
+0.1% +$281 0.13% 46
2025
Q3 		$312K Buy
3,732
+2
+0.1% +$181 0.14% 35
2025
Q2 		$376K Buy
3,730
+2
+0.1% +$197 0.18% 32
2025
Q1 		$410K Buy
3,728
+1
+0% +$120 0.24% 26
2024
Q4 		$470K Buy
+3,727
New +$491K 0.28% 24

Other funds holding UPS

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
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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Centerline Wealth Advisors reduced its United Parcel Service (UPS) stake by 1.5% in Q2 2026, selling an estimated $5.82K and leaving 3,680 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #58.

Centerline Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $470K in Q4 2024. 691 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Centerline Wealth Advisors held 3,680 shares of United Parcel Service worth $396K as of Q2 2026.
  • Centerline Wealth Advisors sold 56 United Parcel Service shares in Q2 2026, an estimated $5.82K.
  • United Parcel Service made up 0.12% of Centerline Wealth Advisors's portfolio in Q2 2026, its #58 holding.
  • Centerline Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Centerline Wealth Advisors's United Parcel Service position peaked at $470K in Q4 2024.
  • 691 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.