CreativeOne Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.01M | Sell |
18,733
-10,211
| -35% | -$1.06M | 0.04% | 358 |
|
|
2026
Q1 | $2.85M | Buy |
28,944
+1,633
| +6% | +$175K | 0.07% | 274 |
|
|
2025
Q4 | $2.71M | Sell |
27,311
-1,276
| -4% | -$119K | 0.07% | 273 |
|
|
2025
Q3 | $2.39M | Buy |
28,587
+1,173
| +4% | +$106K | 0.06% | 303 |
|
|
2025
Q2 | $2.77M | Buy |
27,414
+12,539
| +84% | +$1.23M | 0.07% | 259 |
|
|
2025
Q1 | $1.64M | Buy |
14,875
+447
| +3% | +$53.4K | 0.05% | 345 |
|
|
2024
Q4 | $1.82M | Sell |
14,428
-104
| -0.7% | -$13.7K | 0.06% | 312 |
|
|
2024
Q3 | $1.98M | Buy |
14,532
+2,720
| +23% | +$357K | 0.07% | 268 |
|
|
2024
Q2 | $1.62M | Sell |
11,812
-1,619
| -12% | -$232K | 0.08% | 227 |
|
|
2024
Q1 | $2M | Buy |
13,431
+4,691
| +54% | +$713K | 0.08% | 229 |
|
|
2023
Q4 | $1.37M | Buy |
8,740
+944
| +12% | +$143K | 0.09% | 205 |
|
|
2023
Q3 | $1.22M | Sell |
7,796
-7,470
| -49% | -$1.29M | 0.09% | 210 |
|
|
2023
Q2 | $2.74M | Buy |
15,266
+1,751
| +13% | +$311K | 0.13% | 146 |
|
|
2023
Q1 | $2.62M | Buy |
13,515
+2,788
| +26% | +$511K | 0.13% | 134 |
|
|
2022
Q4 | $1.86M | Buy |
10,727
+1,237
| +13% | +$214K | 0.1% | 178 |
|
|
2022
Q3 | $1.53M | Buy |
9,490
+1,589
| +20% | +$301K | 0.09% | 190 |
|
|
2022
Q2 | $1.44M | Buy |
7,901
+480
| +6% | +$87.5K | 0.08% | 201 |
|
|
2022
Q1 | $1.59M | Buy |
7,421
+151
| +2% | +$32.1K | 0.08% | 202 |
|
|
2021
Q4 | $1.56M | Buy |
7,270
+547
| +8% | +$111K | 0.08% | 219 |
|
|
2021
Q3 | $1.22M | Buy |
6,723
+762
| +13% | +$150K | 0.07% | 237 |
|
|
2021
Q2 | $1.24M | Sell |
5,961
-210
| -3% | -$42K | 0.08% | 216 |
|
|
2021
Q1 | $1.05M | Sell |
6,171
-183
| -3% | -$29.6K | 0.08% | 194 |
|
|
2020
Q4 | $1.07M | Buy |
6,354
+2,391
| +60% | +$404K | 0.09% | 176 |
|
|
2020
Q3 | $660K | Sell |
3,963
-118
| -3% | -$17.2K | 0.09% | 135 |
|
|
2020
Q2 | $454K | Buy |
4,081
+221
| +6% | +$22.1K | 0.07% | 161 |
|
|
2020
Q1 | $361K | Sell |
3,860
-53
| -1% | -$5.49K | 0.07% | 134 |
|
|
2019
Q4 | $458K | Buy |
3,913
+15
| +0.4% | +$1.78K | 0.08% | 113 |
|
|
2019
Q3 | $467K | Hold |
3,898
| – | – | 0.09% | 96 |
|
|
2019
Q2 | $403K | Buy |
3,898
+71
| +2% | +$7.38K | 0.08% | 99 |
|
|
2019
Q1 | $428K | Hold |
3,827
| – | – | 0.11% | 76 |
|
|
2018
Q4 | $373K | Buy |
3,827
+15
| +0.4% | +$1.63K | 0.13% | 68 |
|
|
2018
Q3 | $445K | Hold |
3,812
| – | – | 0.16% | 47 |
|
|
2018
Q2 | $405K | Hold |
3,812
| – | – | 0.17% | 39 |
|
|
2018
Q1 | $399K | Buy |
+3,812
| New | +$441K | 0.2% | 34 |
|
Other funds holding UPS
CreativeOne Wealth's UPS Position: Q2 2026 in Review
CreativeOne Wealth reduced its United Parcel Service (UPS) stake by 35% in Q2 2026, selling an estimated $1.06M and leaving 18,733 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #358.
CreativeOne Wealth first reported a position in UPS in Q1 2018 and has held it in 34 quarters since. The position peaked at $2.85M in Q1 2026. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- CreativeOne Wealth held 18,733 shares of United Parcel Service worth $2.01M as of Q2 2026.
- CreativeOne Wealth sold 10,211 United Parcel Service shares in Q2 2026, an estimated $1.06M.
- United Parcel Service made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #358 holding.
- CreativeOne Wealth first reported a position in United Parcel Service in Q1 2018 and has held it in 34 quarters since.
- CreativeOne Wealth's United Parcel Service position peaked at $2.85M in Q1 2026.
- 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.