Dogwood Wealth Management’s United Parcel Service UPS Stock Holding History

Dogwood 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	$8.6K	Buy	80 +19	+31%	+$1.98K	﹤0.01%	413
2026 Q1	$6K	Buy	61 +17	+39%	+$1.82K	﹤0.01%	433
2025 Q4	$4.36K	Buy	44 +13	+42%	+$1.22K	﹤0.01%	446
2025 Q3	$2.59K	Sell	31 -21	-40%	-$1.9K	﹤0.01%	496
2025 Q2	$5.32K	Buy	52 +6	+13%	+$590	﹤0.01%	422
2025 Q1	$5.06K	Buy	+46	New	+$5.5K	﹤0.01%	242
2024 Q3	–	Hold	0	–	–	–	236
2024 Q2	–	Hold	0	–	–	–	278
2024 Q1	–	Hold	0	–	–	–	271
2023 Q4	–	Hold	0	–	–	–	242

Other funds holding UPS

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Dogwood Wealth Management increased its United Parcel Service (UPS) stake by 31% in Q2 2026, buying an estimated $1.98K and bringing the position to 80 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Dogwood Wealth Management first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Dogwood Wealth Management held 80 shares of United Parcel Service worth $8.6K as of Q2 2026.
Dogwood Wealth Management bought 19 United Parcel Service shares in Q2 2026, an estimated $1.98K.
United Parcel Service made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #413 holding.
Dogwood Wealth Management first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.