CWS
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Cypress Wealth Services’s United Parcel Service UPS Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-30,023
Closed -$5M – 493
2020
Q3 		$5M Buy
+30,023
New +$4.37M 1.28% 18

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

Cypress Wealth Services's UPS Position: Q2 2026 in Review

Cypress Wealth Services reduced its United Parcel Service (UPS) stake by 0.65% in Q2 2026, selling an estimated $17.7K and leaving 26,106 shares worth $2.81M. The position accounts for 0.34% of the portfolio, ranked #61.

Cypress Wealth Services first reported a position in UPS in Q4 2017 and has held it in 34 quarters since. The position peaked at $6.41M in Q1 2022. 592 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cypress Wealth Services held 26,106 shares of United Parcel Service worth $2.81M as of Q2 2026.
  • Cypress Wealth Services sold 170 United Parcel Service shares in Q2 2026, an estimated $17.7K.
  • United Parcel Service made up 0.34% of Cypress Wealth Services's portfolio in Q2 2026, its #61 holding.
  • Cypress Wealth Services first reported a position in United Parcel Service in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's United Parcel Service position peaked at $6.41M in Q1 2022.
  • 592 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.