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CWA Asset Management Group’s United Parcel Service UPS Stock Holding History

CWA Asset Management Group’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 		$356K Sell
3,313
-845
-20% -$87.8K 0.01% 557
2026
Q1 		$409K Buy
4,158
+326
+9% +$35K 0.01% 518
2025
Q4 		$380K Buy
3,832
+52
+1% +$4.86K 0.01% 503
2025
Q3 		$316K Buy
3,780
+1,256
+50% +$114K 0.01% 550
2025
Q2 		$255K Sell
2,524
-943
-27% -$92.8K 0.01% 570
2025
Q1 		$381K Buy
3,467
+193
+6% +$23.1K 0.02% 467
2024
Q4 		$413K Sell
3,274
-22,551
-87% -$2.97M 0.02% 419
2024
Q3 		$3.52M Buy
+25,825
New +$3.39M 0.19% 108
2024
Q1 		$4.3M Sell
28,950
-5,017
-15% -$763K 0.26% 94
2023
Q4 		$5.34M Sell
33,967
-7
-0% -$1.06K 0.37% 69
2023
Q3 		$5.3M Buy
33,974
+1,014
+3% +$175K 0.39% 71
2023
Q2 		$5.91M Buy
32,960
+2,165
+7% +$384K 0.41% 62
2023
Q1 		$5.97M Buy
30,795
+1,117
+4% +$205K 0.44% 52
2022
Q4 		$5.16M Buy
29,678
+27,820
+1,497% +$4.82M 0.42% 62
2022
Q3 		$300K Buy
1,858
+91
+5% +$17.2K 0.03% 230
2022
Q2 		$323K Buy
1,767
+124
+8% +$22.6K 0.03% 224
2022
Q1 		$352K Buy
1,643
+292
+22% +$62K 0.03% 219
2021
Q4 		$290K Sell
1,351
-34
-2% -$6.92K 0.02% 238
2021
Q3 		$252K Buy
1,385
+68
+5% +$13.4K 0.02% 242
2021
Q2 		$277K Buy
1,317
+2
+0.2% +$400 0.02% 231
2021
Q1 		$224K Sell
1,315
-1,485
-53% -$240K 0.02% 245
2020
Q4 		$472K Buy
2,800
+449
+19% +$75.8K 0.05% 171
2020
Q3 		$392K Buy
+2,351
New +$342K 0.05% 159
2020
Q1 		– Sell
-42,038
Closed -$4.92M – 268
2019
Q4 		$4.92M Buy
42,038
+1,381
+3% +$163K 0.79% 43
2019
Q3 		$4.87M Buy
40,657
+3,374
+9% +$386K 0.78% 45
2019
Q2 		$3.85M Buy
37,283
+5,125
+16% +$533K 0.66% 51
2019
Q1 		$3.59M Buy
32,158
+2,631
+9% +$279K 0.69% 46
2018
Q4 		$2.88M Buy
29,527
+504
+2% +$54.6K 0.67% 50
2018
Q3 		$3.38M Buy
29,023
+667
+2% +$78.5K 0.75% 50
2018
Q2 		$3.01M Buy
28,356
+2,394
+9% +$269K 0.7% 56
2018
Q1 		$2.72M Buy
25,962
+9,644
+59% +$1.11M 0.67% 58
2017
Q4 		$1.94M Buy
16,318
+1,419
+10% +$167K 0.51% 67
2017
Q3 		$1.79M Buy
14,899
+477
+3% +$54.2K 0.52% 67
2017
Q2 		$1.59M Buy
14,422
+2,624
+22% +$280K 0.51% 70
2017
Q1 		$1.27M Buy
11,798
+1,971
+20% +$215K 0.43% 69
2016
Q4 		$1.13M Buy
9,827
+2,458
+33% +$277K 0.48% 71
2016
Q3 		$806K Buy
7,369
+1,213
+20% +$132K 0.45% 68
2016
Q2 		$663K Buy
+6,156
New +$641K 0.4% 72
2016
Q1 		– Sell
-3,442
Closed -$331K – 131
2015
Q4 		$331K Buy
+3,442
New +$352K 0.37% 94

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

CWA Asset Management Group's UPS Position: Q2 2026 in Review

CWA Asset Management Group reduced its United Parcel Service (UPS) stake by 20% in Q2 2026, selling an estimated $87.8K and leaving 3,313 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #557.

CWA Asset Management Group first reported a position in UPS in Q4 2015 and has held it in 39 quarters since. The position peaked at $5.97M in Q1 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CWA Asset Management Group held 3,313 shares of United Parcel Service worth $356K as of Q2 2026.
  • CWA Asset Management Group sold 845 United Parcel Service shares in Q2 2026, an estimated $87.8K.
  • United Parcel Service made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #557 holding.
  • CWA Asset Management Group first reported a position in United Parcel Service in Q4 2015 and has held it in 39 quarters since.
  • CWA Asset Management Group's United Parcel Service position peaked at $5.97M in Q1 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.