Discipline Wealth Solutions’s United Parcel Service UPS Stock Holding History

Discipline Wealth Solutions’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	$576K	Hold	5,355	–	–	0.05%	116
2026 Q1	$527K	Hold	5,355	–	–	0.06%	105
2025 Q4	$531K	Hold	5,355	–	–	0.1%	102
2025 Q3	$447K	Buy	5,355 +302	+6%	+$27.4K	0.12%	104
2025 Q2	$510K	Hold	5,053	–	–	0.2%	59
2025 Q1	$556K	Hold	5,053	–	–	0.27%	44
2024 Q4	$637K	Buy	+5,053	New	+$665K	0.3%	43

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Discipline Wealth Solutions's UPS Position: Q2 2026 in Review

Discipline Wealth Solutions held its United Parcel Service (UPS) position steady in Q2 2026 at 5,355 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #116.

Discipline Wealth Solutions first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $637K in Q4 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Discipline Wealth Solutions held 5,355 shares of United Parcel Service worth $576K as of Q2 2026.
Discipline Wealth Solutions left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up 0.05% of Discipline Wealth Solutions's portfolio in Q2 2026, its #116 holding.
Discipline Wealth Solutions first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Discipline Wealth Solutions's United Parcel Service position peaked at $637K in Q4 2024.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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