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Certified Advisory Corp’s United Parcel Service UPS Stock Holding History

Certified Advisory Corp’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 		$224K Sell
2,080
-36
-2% -$3.74K 0.02% 303
2026
Q1 		$208K Buy
2,116
+20
+1% +$2.15K 0.02% 307
2025
Q4 		$208K Buy
+2,096
New +$196K 0.02% 310
2025
Q3 		– Sell
-2,061
Closed -$208K – 325
2025
Q2 		$208K Buy
2,061
+70
+4% +$6.89K 0.02% 295
2025
Q1 		$219K Buy
1,991
+15
+0.8% +$1.79K 0.02% 281
2024
Q4 		$249K Sell
1,976
-16
-0.8% -$2.11K 0.03% 260
2024
Q3 		$272K Sell
1,992
-92
-4% -$12.1K 0.03% 256
2024
Q2 		$285K Buy
2,084
+128
+7% +$18.3K 0.04% 241
2024
Q1 		$291K Buy
1,956
+33
+2% +$5.02K 0.04% 227
2023
Q4 		$302K Sell
1,923
-21,132
-92% -$3.2M 0.05% 219
2023
Q3 		$401K Buy
23,055
+20,632
+852% +$3.56M 0.07% 166
2023
Q2 		$434K Sell
2,423
-116
-5% -$20.6K 0.08% 161
2023
Q1 		$493K Buy
2,539
+539
+27% +$98.9K 0.09% 166
2022
Q4 		$348K Buy
2,000
+118
+6% +$20.4K 0.07% 178
2022
Q3 		$304K Buy
1,882
+140
+8% +$26.5K 0.07% 178
2022
Q2 		$318K Buy
1,742
+3
+0.2% +$547 0.07% 173
2022
Q1 		$373K Buy
1,739
+2
+0.1% +$425 0.08% 168
2021
Q4 		$372K Buy
1,737
+1
+0.1% +$203 0.08% 174
2021
Q3 		$316K Buy
1,736
+16
+0.9% +$3.16K 0.08% 173
2021
Q2 		$358K Buy
1,720
+28
+2% +$5.6K 0.09% 168
2021
Q1 		$288K Buy
+1,692
New +$274K 0.07% 174
2020
Q2 		$174K Buy
1,568
+3
+0.2% +$299 0.06% 187
2020
Q1 		$146K Buy
1,565
+3
+0.2% +$311 0.06% 184
2019
Q4 		$183K Buy
1,562
+26
+2% +$3.08K 0.06% 189
2019
Q3 		$184K Buy
1,536
+2
+0.1% +$229 0.06% 189
2019
Q2 		$158K Sell
1,534
-90
-6% -$9.36K 0.06% 188
2019
Q1 		$181K Buy
1,624
+727
+81% +$77.1K 0.08% 168
2018
Q4 		$87K Buy
897
+2
+0.2% +$217 0.05% 211
2018
Q3 		$105K Buy
895
+1
+0.1% +$118 0.05% 200
2018
Q2 		$95K Buy
894
+2
+0.2% +$225 0.05% 200
2018
Q1 		$93K Buy
892
+702
+369% +$81.1K 0.06% 202
2017
Q4 		$22K Buy
+190
New +$22.3K 0.02% 356

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

Certified Advisory Corp's UPS Position: Q2 2026 in Review

Certified Advisory Corp reduced its United Parcel Service (UPS) stake by 1.7% in Q2 2026, selling an estimated $3.74K and leaving 2,080 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #303.

Certified Advisory Corp first reported a position in UPS in Q4 2017 and has held it in 32 quarters since. The position peaked at $493K in Q1 2023. 722 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Certified Advisory Corp held 2,080 shares of United Parcel Service worth $224K as of Q2 2026.
  • Certified Advisory Corp sold 36 United Parcel Service shares in Q2 2026, an estimated $3.74K.
  • United Parcel Service made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #303 holding.
  • Certified Advisory Corp first reported a position in United Parcel Service in Q4 2017 and has held it in 32 quarters since.
  • Certified Advisory Corp's United Parcel Service position peaked at $493K in Q1 2023.
  • 722 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.