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CWS Financial Advisors’s United Parcel Service UPS Stock Holding History

CWS Financial 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 		$283K Buy
2,635
+10
+0.4% +$1.04K 0.06% 138
2026
Q1 		$258K Buy
2,625
+10
+0.4% +$1.07K 0.07% 133
2025
Q4 		$259K Buy
+2,615
New +$245K 0.07% 127
2024
Q1 		– Sell
-2,653
Closed -$417K – 148
2023
Q4 		$417K Buy
2,653
+1,324
+100% +$200K 0.16% 101
2023
Q3 		$207K Sell
1,329
-100
-7% -$17.3K 0.08% 136
2023
Q2 		$256K Sell
1,429
-76
-5% -$13.5K 0.1% 121
2023
Q1 		$292K Buy
1,505
+255
+20% +$46.8K 0.12% 116
2022
Q4 		$212K Sell
1,250
-119
-9% -$20.6K 0.09% 131
2022
Q3 		$221K Sell
1,369
-250
-15% -$47.3K 0.11% 125
2022
Q2 		$296K Sell
1,619
-29
-2% -$5.29K 0.14% 112
2022
Q1 		$353K Buy
1,648
+177
+12% +$37.6K 0.13% 105
2021
Q4 		$315K Buy
+1,471
New +$299K 0.11% 112
2021
Q2 		$260K Hold
1,250
– – 0.1% 125
2021
Q1 		$212K Sell
1,250
-317
-20% -$51.3K 0.09% 131
2020
Q4 		$264K Buy
1,567
+233
+17% +$39.3K 0.15% 106
2020
Q3 		$222K Buy
+1,334
New +$194K 0.15% 116

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWS Financial Advisors's UPS Position: Q2 2026 in Review

CWS Financial Advisors increased its United Parcel Service (UPS) stake by 0.38% in Q2 2026, buying an estimated $1.04K and bringing the position to 2,635 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #138.

CWS Financial Advisors first reported a position in UPS in Q3 2020 and has held it in 16 quarters since. The position peaked at $417K in Q4 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CWS Financial Advisors held 2,635 shares of United Parcel Service worth $283K as of Q2 2026.
  • CWS Financial Advisors bought 10 United Parcel Service shares in Q2 2026, an estimated $1.04K.
  • United Parcel Service made up 0.06% of CWS Financial Advisors's portfolio in Q2 2026, its #138 holding.
  • CWS Financial Advisors first reported a position in United Parcel Service in Q3 2020 and has held it in 16 quarters since.
  • CWS Financial Advisors's United Parcel Service position peaked at $417K in Q4 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.