CWM
UPS icon

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

Cornerstone 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 		$1.84M Buy
17,082
+150
+0.9% +$15.6K 0.08% 227
2026
Q1 		$1.67M Sell
16,932
-124
-0.7% -$13.3K 0.08% 221
2025
Q4 		$1.69M Buy
17,056
+831
+5% +$77.7K 0.09% 202
2025
Q3 		$1.36M Buy
16,225
+1,411
+10% +$128K 0.07% 226
2025
Q2 		$1.5M Buy
14,814
+2,360
+19% +$232K 0.09% 190
2025
Q1 		$1.37M Buy
12,454
+2,438
+24% +$292K 0.09% 185
2024
Q4 		$1.26M Buy
10,016
+852
+9% +$112K 0.09% 193
2024
Q3 		$1.25M Buy
9,164
+474
+5% +$62.2K 0.09% 182
2024
Q2 		$1.19M Buy
8,690
+152
+2% +$21.8K 0.09% 177
2024
Q1 		$1.27M Buy
8,538
+73
+0.9% +$11.1K 0.1% 174
2023
Q4 		$1.33M Sell
8,465
-42
-0.5% -$6.35K 0.11% 157
2023
Q3 		$1.33M Buy
8,507
+384
+5% +$66.3K 0.13% 152
2023
Q2 		$1.46M Sell
8,123
-391
-5% -$69.4K 0.13% 147
2023
Q1 		$1.65M Buy
+8,514
New +$1.56M 0.16% 127
2022
Q3 		$1.67M Sell
10,315
-330
-3% -$62.5K 0.19% 112
2022
Q2 		$1.94M Sell
10,645
-369
-3% -$67.3K 0.22% 101
2022
Q1 		$2.36M Sell
11,014
-188
-2% -$39.9K 0.23% 89
2021
Q4 		$2.39M Buy
11,202
+742
+7% +$151K 0.23% 103
2021
Q3 		$1.91M Sell
10,460
-716
-6% -$141K 0.2% 110
2021
Q2 		$2.32M Sell
11,176
-239
-2% -$47.8K 0.24% 90
2021
Q1 		$1.94M Buy
11,415
+138
+1% +$22.3K 0.23% 96
2020
Q4 		$1.9M Sell
11,277
-502
-4% -$84.7K 0.24% 91
2020
Q3 		$1.96M Sell
11,779
-90
-0.8% -$13.1K 0.29% 70
2020
Q2 		$1.32M Sell
11,869
-3,410
-22% -$340K 0.21% 97
2020
Q1 		$1.43M Buy
15,279
+5,563
+57% +$576K 0.28% 75
2019
Q4 		$1.14M Buy
9,716
+352
+4% +$41.7K 0.18% 117
2019
Q3 		$1.12M Buy
9,364
+76
+0.8% +$8.69K 0.2% 103
2019
Q2 		$948K Buy
9,288
+306
+3% +$31.8K 0.17% 127
2019
Q1 		$4.35M Buy
8,982
+1,288
+17% +$137K 0.53% 37
2018
Q4 		$753K Sell
7,694
-743,542
-99% -$80.6M 0.16% 136
2018
Q3 		$6.41M Sell
751,236
-101,422
-12% -$11.9M 0.08% 236
2018
Q2 		$8.05M Buy
852,658
+844,584
+10,461% +$94.9M 0.09% 232
2018
Q1 		$829K Buy
8,074
+1,529
+23% +$177K 0.16% 130
2017
Q4 		$830K Buy
6,545
+132
+2% +$15.5K 0.16% 133
2017
Q3 		$766K Buy
6,413
+2,048
+47% +$233K 0.16% 131
2017
Q2 		$494K Buy
+4,365
New +$467K 0.11% 182

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
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 Teachers Retirement System (NYSTRS)
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

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

Cornerstone Wealth Management increased its United Parcel Service (UPS) stake by 0.89% in Q2 2026, buying an estimated $15.6K and bringing the position to 17,082 shares worth $1.84M. The position accounts for 0.08% of the portfolio, ranked #227.

Cornerstone Wealth Management first reported a position in UPS in Q2 2017 and has held it in 36 quarters since. The position peaked at $8.05M in Q2 2018. 575 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cornerstone Wealth Management held 17,082 shares of United Parcel Service worth $1.84M as of Q2 2026.
  • Cornerstone Wealth Management bought 150 United Parcel Service shares in Q2 2026, an estimated $15.6K.
  • United Parcel Service made up 0.08% of Cornerstone Wealth Management's portfolio in Q2 2026, its #227 holding.
  • Cornerstone Wealth Management first reported a position in United Parcel Service in Q2 2017 and has held it in 36 quarters since.
  • Cornerstone Wealth Management's United Parcel Service position peaked at $8.05M in Q2 2018.
  • 575 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.