CKW Financial Group’s United Parcel Service UPS Stock Holding History

CKW Financial Group’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	$2K	Buy	18 +13	+260%	+$1.35K	﹤0.01%	174
2026 Q1	$0	Hold	5	–	–	﹤0.01%	182
2025 Q4	$0	Hold	5	–	–	﹤0.01%	192
2025 Q3	$0	Hold	5	–	–	﹤0.01%	189
2025 Q2	$1K	Hold	5	–	–	﹤0.01%	171
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	176
2024 Q4	$1K	Sell	5 -4,301	-100%	-$566K	﹤0.01%	232
2024 Q3	$574K	Buy	4,306 +5	+0.1%	+$656	0.07%	32
2024 Q2	$585K	Hold	4,301	–	–	0.07%	30
2024 Q1	$635K	Hold	4,301	–	–	0.08%	31
2023 Q4	$676K	Hold	4,301	–	–	0.09%	30
2023 Q3	$670K	Hold	4,301	–	–	0.1%	29
2023 Q2	$771K	Buy	+4,301	New	+$764K	0.12%	24
2015 Q2	–	Sell	-259	Closed	-$25K	–	351
2015 Q1	$25K	Hold	259	–	–	0.01%	178
2014 Q4	$29K	Buy	259 +1	+0.4%	+$106	0.01%	162
2014 Q3	$25K	Hold	258	–	–	0.01%	176
2014 Q2	$27K	Buy	258 +42	+19%	+$4.22K	0.01%	170
2014 Q1	$21K	Hold	216	–	–	0.01%	222
2013 Q4	$23K	Buy	+216	New	+$21.3K	0.01%	192

Other funds holding UPS

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

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 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CKW Financial Group's UPS Position: Q2 2026 in Review

CKW Financial Group increased its United Parcel Service (UPS) stake by 260% in Q2 2026, buying an estimated $1.35K and bringing the position to 18 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #174.

CKW Financial Group first reported a position in UPS in Q4 2013 and has held it in 19 quarters since. The position peaked at $771K in Q2 2023. 807 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

CKW Financial Group held 18 shares of United Parcel Service worth $2K as of Q2 2026.
CKW Financial Group bought 13 United Parcel Service shares in Q2 2026, an estimated $1.35K.
United Parcel Service made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #174 holding.
CKW Financial Group first reported a position in United Parcel Service in Q4 2013 and has held it in 19 quarters since.
CKW Financial Group's United Parcel Service position peaked at $771K in Q2 2023.
807 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.