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

Daymark 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 		$2.83M Buy
26,337
+10,483
+66% +$1.09M 0.07% 200
2026
Q1 		$1.56M Sell
15,854
-2,119
-12% -$227K 0.05% 241
2025
Q4 		$1.78M Buy
17,973
+883
+5% +$82.6K 0.06% 210
2025
Q3 		$1.43M Buy
17,090
+1,139
+7% +$103K 0.05% 233
2025
Q2 		$1.61M Sell
15,951
-2,574
-14% -$253K 0.06% 203
2025
Q1 		$2.04M Sell
18,525
-3,269
-15% -$391K 0.09% 169
2024
Q4 		$2.75M Sell
21,794
-50,601
-70% -$6.66M 0.12% 142
2024
Q3 		$9.87M Buy
72,395
+6,383
+10% +$838K 0.42% 54
2024
Q2 		$9.03M Buy
66,012
+5,901
+10% +$845K 0.41% 52
2024
Q1 		$8.93M Sell
60,111
-252
-0.4% -$38.3K 0.48% 50
2023
Q4 		$9.49M Sell
60,363
-70,907
-54% -$10.7M 0.58% 41
2023
Q3 		$20.5M Buy
131,270
+11,838
+10% +$2.04M 1.41% 13
2023
Q2 		$21.4M Buy
119,432
+28,431
+31% +$5.05M 1.59% 10
2023
Q1 		$17.7M Sell
91,001
-772
-0.8% -$142K 2.34% 8
2022
Q4 		$16M Buy
+91,773
New +$15.9M 2.82% 6

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

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

Daymark Wealth Partners increased its United Parcel Service (UPS) stake by 66% in Q2 2026, buying an estimated $1.09M and bringing the position to 26,337 shares worth $2.83M. The position accounts for 0.07% of the portfolio, ranked #200.

Daymark Wealth Partners first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.4M in Q2 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Daymark Wealth Partners held 26,337 shares of United Parcel Service worth $2.83M as of Q2 2026.
  • Daymark Wealth Partners bought 10,483 United Parcel Service shares in Q2 2026, an estimated $1.09M.
  • United Parcel Service made up 0.07% of Daymark Wealth Partners's portfolio in Q2 2026, its #200 holding.
  • Daymark Wealth Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's United Parcel Service position peaked at $21.4M in Q2 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.