CFCI
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Comprehensive Financial Consultants Institutional’s United Parcel Service UPS Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.23M Buy
11,440
+226
+2% +$23.5K 0.33% 98
2026
Q1 		$1.1M Sell
11,214
-813
-7% -$87.2K 0.33% 99
2025
Q4 		$1.19M Buy
12,027
+2,290
+24% +$214K 0.36% 92
2025
Q3 		$813K Buy
9,737
+671
+7% +$60.8K 0.25% 105
2025
Q2 		$915K Hold
9,066
– – 0.3% 99
2025
Q1 		$997K Buy
9,066
+1,588
+21% +$190K 0.35% 90
2024
Q4 		$943K Sell
7,478
-100
-1% -$13.2K 0.34% 93
2024
Q3 		$1.03M Buy
7,578
+548
+8% +$71.9K 0.38% 89
2024
Q2 		$962K Buy
7,030
+1,161
+20% +$166K 0.38% 87
2024
Q1 		$872K Buy
5,869
+647
+12% +$98.3K 0.36% 89
2023
Q4 		$821K Buy
5,222
+229
+5% +$34.6K 0.38% 91
2023
Q3 		$778K Buy
4,993
+102
+2% +$17.6K 0.41% 86
2023
Q2 		$894K Buy
4,891
+176
+4% +$31.2K 0.47% 81
2023
Q1 		$915K Buy
4,715
+274
+6% +$50.3K 0.52% 77
2022
Q4 		$812K Buy
4,441
+94
+2% +$16.3K 0.49% 83
2022
Q3 		$716K Buy
4,347
+415
+11% +$78.6K 0.47% 82
2022
Q2 		$705K Sell
3,932
-8
-0.2% -$1.46K 0.5% 78
2022
Q1 		$709K Sell
3,940
-76
-2% -$16.1K 0.49% 76
2021
Q4 		$843K Buy
+4,016
New +$817K 0.54% 67

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

Comprehensive Financial Consultants Institutional's UPS Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its United Parcel Service (UPS) stake by 2% in Q2 2026, buying an estimated $23.5K and bringing the position to 11,440 shares worth $1.23M. The position accounts for 0.33% of the portfolio, ranked #98.

Comprehensive Financial Consultants Institutional first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 11,440 shares of United Parcel Service worth $1.23M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 226 United Parcel Service shares in Q2 2026, an estimated $23.5K.
  • United Parcel Service made up 0.33% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #98 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.