CWM
UPS icon

CMH Wealth Management’s United Parcel Service UPS Stock Holding History

CMH Wealth Management’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 		$284K Sell
2,640
-295
-10% -$30.7K 0.04% 108
2026
Q1 		$289K Buy
+2,935
New +$315K 0.05% 105

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CMH Wealth Management's UPS Position: Q2 2026 in Review

CMH Wealth Management reduced its United Parcel Service (UPS) stake by 10% in Q2 2026, selling an estimated $30.7K and leaving 2,640 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #108.

CMH Wealth Management first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. The position peaked at $289K in Q1 2026. 375 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CMH Wealth Management held 2,640 shares of United Parcel Service worth $284K as of Q2 2026.
  • CMH Wealth Management sold 295 United Parcel Service shares in Q2 2026, an estimated $30.7K.
  • United Parcel Service made up 0.04% of CMH Wealth Management's portfolio in Q2 2026, its #108 holding.
  • CMH Wealth Management first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • CMH Wealth Management's United Parcel Service position peaked at $289K in Q1 2026.
  • 375 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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