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

Choice 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 		$292K Sell
2,715
-268
-9% -$27.9K 0.1% 34
2026
Q1 		$294K Buy
2,983
+31
+1% +$3.33K 0.12% 32
2025
Q4 		$293K Buy
2,952
+35
+1% +$3.27K 0.12% 32
2025
Q3 		$244K Buy
2,917
+39
+1% +$3.53K 0.1% 31
2025
Q2 		$290K Buy
2,878
+34
+1% +$3.35K 0.13% 28
2025
Q1 		$313K Buy
2,844
+27
+1% +$3.23K 0.16% 23
2024
Q4 		$355K Buy
2,817
+24
+0.9% +$3.16K 0.18% 23
2024
Q3 		$381K Sell
2,793
-56
-2% -$7.35K 0.19% 23
2024
Q2 		$390K Buy
2,849
+23
+0.8% +$3.29K 0.21% 22
2024
Q1 		$420K Buy
2,826
+20
+0.7% +$3.04K 0.25% 22
2023
Q4 		$441K Buy
2,806
+19
+0.7% +$2.87K 0.27% 26
2023
Q3 		$434K Buy
2,787
+17
+0.6% +$2.93K 0.31% 21
2023
Q2 		$496K Sell
2,770
-279
-9% -$49.5K 0.34% 20
2023
Q1 		$592K Buy
3,049
+15
+0.5% +$2.75K 0.43% 17
2022
Q4 		$527K Buy
3,034
+15
+0.5% +$2.6K 0.4% 20
2022
Q3 		$488K Buy
+3,019
New +$572K 0.41% 18
2022
Q2 		– Sell
-2,391
Closed -$465K – 53
2022
Q1 		$465K Sell
2,391
-492
-17% -$105K 0.37% 17
2021
Q4 		$618K Sell
2,883
-22
-0.8% -$4.47K 0.45% 17
2021
Q3 		$529K Buy
2,905
+9
+0.3% +$1.78K 0.43% 19
2021
Q2 		$602K Buy
2,896
+8
+0.3% +$1.6K 0.43% 16
2021
Q1 		$491K Buy
2,888
+10
+0.3% +$1.62K 0.41% 16
2020
Q4 		$485K Buy
+2,878
New +$486K 0.44% 17

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Choice Wealth Advisors reduced its United Parcel Service (UPS) stake by 9% in Q2 2026, selling an estimated $27.9K and leaving 2,715 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #34.

Choice Wealth Advisors first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $618K in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Choice Wealth Advisors held 2,715 shares of United Parcel Service worth $292K as of Q2 2026.
  • Choice Wealth Advisors sold 268 United Parcel Service shares in Q2 2026, an estimated $27.9K.
  • United Parcel Service made up 0.1% of Choice Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Choice Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • Choice Wealth Advisors's United Parcel Service position peaked at $618K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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