CA
UPS icon

CV Advisors’s United Parcel Service UPS Stock Holding History

CV 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 		$239K Hold
2,225
– – 0.04% 121
2026
Q1 		$219K Hold
2,225
– – 0.06% 42
2025
Q4 		$221K Buy
+2,225
New +$208K 0.06% 47
2025
Q3 		– Sell
-2,225
Closed -$225K – 54
2025
Q2 		$225K Hold
2,225
– – 0.07% 35
2025
Q1 		$245K Buy
+2,225
New +$266K 0.09% 32

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

CV Advisors's UPS Position: Q2 2026 in Review

CV Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 2,225 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #121.

CV Advisors first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. The position peaked at $245K in Q1 2025. 515 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CV Advisors held 2,225 shares of United Parcel Service worth $239K as of Q2 2026.
  • CV Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.04% of CV Advisors's portfolio in Q2 2026, its #121 holding.
  • CV Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • CV Advisors's United Parcel Service position peaked at $245K in Q1 2025.
  • 515 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CV Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.