CWA
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CogentBlue Wealth Advisors’s United Parcel Service UPS Stock Holding History

CogentBlue 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 		$357K Buy
3,322
+528
+19% +$54.9K 0.2% 63
2026
Q1 		$275K Buy
2,794
+149
+6% +$16K 0.18% 52
2025
Q4 		$262K Hold
2,645
– – 0.18% 58
2025
Q3 		$221K Sell
2,645
-20
-0.8% -$1.81K 0.15% 68
2025
Q2 		$269K Sell
2,665
-244
-8% -$24K 0.21% 59
2025
Q1 		$320K Buy
2,909
+326
+13% +$39K 0.28% 42
2024
Q4 		$326K Buy
+2,583
New +$340K 0.29% 39

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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

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

CogentBlue Wealth Advisors increased its United Parcel Service (UPS) stake by 19% in Q2 2026, buying an estimated $54.9K and bringing the position to 3,322 shares worth $357K. The position accounts for 0.2% of the portfolio, ranked #63.

CogentBlue Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 486 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CogentBlue Wealth Advisors held 3,322 shares of United Parcel Service worth $357K as of Q2 2026.
  • CogentBlue Wealth Advisors bought 528 United Parcel Service shares in Q2 2026, an estimated $54.9K.
  • United Parcel Service made up 0.2% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • CogentBlue Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 486 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.