DWM
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Darwin Wealth Management’s United Parcel Service UPS Stock Holding History

Darwin Wealth Management’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 		$623K Buy
5,796
+143
+3% +$14.9K 0.17% 91
2026
Q1 		$556K Buy
5,653
+241
+4% +$25.8K 0.17% 88
2025
Q4 		$537K Buy
5,412
+40
+0.7% +$3.74K 0.17% 90
2025
Q3 		$449K Buy
5,372
+313
+6% +$28.4K 0.14% 97
2025
Q2 		$511K Buy
5,059
+151
+3% +$14.9K 0.18% 89
2025
Q1 		$619K Hold
4,908
– – 0.21% 88
2024
Q4 		$619K Sell
4,908
-25
-0.5% -$3.29K 0.21% 88
2024
Q3 		$673K Buy
+4,933
New +$648K 0.18% 90
2024
Q2 		– Sell
-4,878
Closed -$725K – 141
2024
Q1 		$725K Sell
4,878
-29
-0.6% -$4.41K 0.2% 82
2023
Q4 		$772K Sell
4,907
-34
-0.7% -$5.14K 0.21% 84
2023
Q3 		$770K Buy
4,941
+56
+1% +$9.67K 0.21% 84
2023
Q2 		$905K Buy
4,885
+381
+8% +$67.6K 0.23% 83
2023
Q1 		$871K Sell
4,504
-101
-2% -$18.5K 0.24% 84
2022
Q4 		$839K Buy
4,605
+8
+0.2% +$1.39K 0.22% 82
2022
Q3 		$757K Sell
4,597
-157
-3% -$29.7K 0.19% 88
2022
Q2 		$920K Sell
4,754
-1,710
-26% -$312K 0.19% 88
2022
Q1 		$1.39M Sell
6,464
-1,860
-22% -$395K 0.23% 75
2021
Q4 		$1.68M Buy
8,324
+1,679
+25% +$341K 0.27% 69
2021
Q3 		$1.21M Hold
6,645
– – 0.19% 78
2021
Q2 		$1.38M Buy
6,645
+71
+1% +$14.2K 0.22% 70
2021
Q1 		$1.12M Buy
6,574
+1,793
+38% +$290K 0.19% 79
2020
Q4 		$805K Sell
4,781
-140
-3% -$23.6K 0.15% 91
2020
Q3 		$820K Sell
4,921
-83
-2% -$12.1K 0.18% 84
2020
Q2 		$556K Sell
5,004
-153
-3% -$15.3K 0.14% 96
2020
Q1 		$480K Sell
5,157
-94
-2% -$9.74K 0.15% 85
2019
Q4 		$615K Sell
5,251
-26
-0.5% -$3.08K 0.16% 101
2019
Q3 		$632K Sell
5,277
-174
-3% -$19.9K 0.19% 93
2019
Q2 		$563K Buy
5,451
+20
+0.4% +$2.08K 0.17% 99
2019
Q1 		$607K Buy
5,431
+27
+0.5% +$2.86K 0.2% 91
2018
Q4 		$528K Buy
5,404
+150
+3% +$16.3K 0.37% 54
2018
Q3 		$614K Sell
5,254
-44
-0.8% -$5.18K 0.34% 57
2018
Q2 		$564K Buy
+5,298
New +$595K 0.37% 59
2018
Q1 		– Sell
-5,007
Closed -$579K – 55
2017
Q4 		$597K Buy
5,007
+120
+2% +$14.1K 0.26% 89
2017
Q3 		$587K Buy
4,887
+1
+0% +$114 0.57% 47
2017
Q2 		$540K Hold
4,886
– – 0.3% 89
2017
Q1 		$524K Sell
4,886
-184
-4% -$20.1K 0.3% 79
2016
Q4 		$581K Buy
5,070
+2,834
+127% +$319K 0.39% 64
2016
Q3 		$245K Hold
2,236
– – 0.19% 79
2016
Q2 		$241K Buy
+2,236
New +$233K 0.21% 79

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

Darwin Wealth Management's UPS Position: Q2 2026 in Review

Darwin Wealth Management increased its United Parcel Service (UPS) stake by 2.5% in Q2 2026, buying an estimated $14.9K and bringing the position to 5,796 shares worth $623K. The position accounts for 0.17% of the portfolio, ranked #91.

Darwin Wealth Management first reported a position in UPS in Q2 2016 and has held it in 39 quarters since. The position peaked at $1.68M in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Darwin Wealth Management held 5,796 shares of United Parcel Service worth $623K as of Q2 2026.
  • Darwin Wealth Management bought 143 United Parcel Service shares in Q2 2026, an estimated $14.9K.
  • United Parcel Service made up 0.17% of Darwin Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Darwin Wealth Management first reported a position in United Parcel Service in Q2 2016 and has held it in 39 quarters since.
  • Darwin Wealth Management's United Parcel Service position peaked at $1.68M in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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