CFS Investment Advisory Services’s United Parcel Service UPS Stock Holding History

CFS Investment Advisory Services’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	$443K	Buy	3,999 +49	+1%	+$5.09K	0.03%	266
2026 Q1	$420K	Sell	3,950 -106	-3%	-$11.4K	0.03%	266
2025 Q4	$402K	Sell	4,056 -212	-5%	-$19.8K	0.03%	255
2025 Q3	$372K	Buy	4,268 +108	+3%	+$9.78K	0.03%	262
2025 Q2	$420K	Sell	4,160 -334	-7%	-$32.9K	0.03%	240
2025 Q1	$494K	Sell	4,494 -61	-1%	-$7.29K	0.04%	216
2024 Q4	$574K	Sell	4,555 -2,329	-34%	-$307K	0.05%	201
2024 Q3	$939K	Sell	6,884 -1,145	-14%	-$150K	0.08%	157
2024 Q2	$1.1M	Buy	+8,029	New	+$1.15M	0.09%	137
2023 Q3	–	Sell	-1,989	Closed	-$357K	–	249
2023 Q2	$357K	Buy	+1,989	New	+$353K	0.05%	195
2022 Q2	–	Sell	-45,466	Closed	–	–	509
2022 Q1	$0	Buy	+45,466	New	+$9.66M	﹤0.01%	542

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CFS Investment Advisory Services's UPS Position: Q2 2026 in Review

CFS Investment Advisory Services increased its United Parcel Service (UPS) stake by 1.2% in Q2 2026, buying an estimated $5.09K and bringing the position to 3,999 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #266.

CFS Investment Advisory Services first reported a position in UPS in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.1M in Q2 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

CFS Investment Advisory Services held 3,999 shares of United Parcel Service worth $443K as of Q2 2026.
CFS Investment Advisory Services bought 49 United Parcel Service shares in Q2 2026, an estimated $5.09K.
United Parcel Service made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #266 holding.
CFS Investment Advisory Services first reported a position in United Parcel Service in Q1 2022 and has held it in 11 quarters since.
CFS Investment Advisory Services's United Parcel Service position peaked at $1.1M in Q2 2024.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.