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Cyndeo Wealth Partners’s United Parcel Service UPS Stock Holding History

Cyndeo Wealth Partners’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 		$2.36M Sell
21,924
-162
-0.7% -$16.8K 0.11% 174
2026
Q1 		$2.17M Sell
22,086
-69,947
-76% -$7.5M 0.11% 162
2025
Q4 		$9.13M Buy
92,033
+74,026
+411% +$6.92M 0.49% 56
2025
Q3 		$1.5M Sell
18,007
-923
-5% -$83.6K 0.08% 188
2025
Q2 		$1.91M Sell
18,930
-49,882
-72% -$4.91M 0.11% 164
2025
Q1 		$7.57M Sell
68,812
-278
-0.4% -$33.2K 0.5% 61
2024
Q4 		$8.71M Buy
69,090
+3,959
+6% +$521K 0.59% 48
2024
Q3 		$8.88M Buy
65,131
+33,509
+106% +$4.4M 0.62% 44
2024
Q2 		$4.33M Buy
31,622
+3,874
+14% +$555K 0.34% 87
2024
Q1 		$4.12M Buy
27,748
+6,371
+30% +$968K 0.34% 91
2023
Q4 		$3.36M Buy
21,377
+32
+0.1% +$4.84K 0.31% 96
2023
Q3 		$3.33M Sell
21,345
-2,305
-10% -$398K 0.35% 95
2023
Q2 		$4.24M Sell
23,650
-3,878
-14% -$689K 0.44% 67
2023
Q1 		$5.34M Sell
27,528
-487
-2% -$89.3K 0.58% 49
2022
Q4 		$4.87M Buy
+28,015
New +$4.85M 0.57% 59

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

Cyndeo Wealth Partners's UPS Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its United Parcel Service (UPS) stake by 0.73% in Q2 2026, selling an estimated $16.8K and leaving 21,924 shares worth $2.36M. The position accounts for 0.11% of the portfolio, ranked #174.

Cyndeo Wealth Partners first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.13M in Q4 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cyndeo Wealth Partners held 21,924 shares of United Parcel Service worth $2.36M as of Q2 2026.
  • Cyndeo Wealth Partners sold 162 United Parcel Service shares in Q2 2026, an estimated $16.8K.
  • United Parcel Service made up 0.11% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • Cyndeo Wealth Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's United Parcel Service position peaked at $9.13M in Q4 2025.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.