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

Drive 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	$327K	Buy	+3,038	New	+$316K	0.06%	282
2024 Q4	–	Sell	-2,360	Closed	-$322K	–	380
2024 Q3	$322K	Sell	2,360 -618	-21%	-$81.1K	0.08%	197
2024 Q2	$408K	Sell	2,978 -235	-7%	-$33.6K	0.11%	158
2024 Q1	$478K	Sell	3,213 -288	-8%	-$43.8K	0.13%	139
2023 Q4	$550K	Buy	3,501 +202	+6%	+$30.5K	0.18%	112
2023 Q3	$514K	Sell	3,299 -467	-12%	-$80.6K	0.19%	107
2023 Q2	$675K	Sell	3,766 -208	-5%	-$36.9K	0.25%	84
2023 Q1	$771K	Buy	3,974 +203	+5%	+$37.2K	0.32%	74
2022 Q4	$656K	Buy	3,771 +1,141	+43%	+$198K	0.33%	75
2022 Q3	$425K	Buy	2,630 +293	+13%	+$55.5K	0.4%	73
2022 Q2	$427K	Buy	2,337 +1,401	+150%	+$256K	0.39%	73
2022 Q1	$201K	Buy	+936	New	+$199K	0.17%	151

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

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

Drive Wealth Management opened a new position in United Parcel Service (UPS) in Q2 2026: 3,038 shares worth $327K. The stake represents 0.06% of the portfolio and ranks #282 among its holdings. This is a return to the name: Drive Wealth Management previously reported a position in UPS as recently as Q3 2024.

Drive Wealth Management first reported a position in UPS in Q1 2022 and has held it in 12 quarters since. The position peaked at $771K in Q1 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Drive Wealth Management held 3,038 shares of United Parcel Service worth $327K as of Q2 2026.
United Parcel Service was a new Drive Wealth Management position in Q2 2026.
United Parcel Service made up 0.06% of Drive Wealth Management's portfolio in Q2 2026, its #282 holding.
Drive Wealth Management first reported a position in United Parcel Service in Q1 2022 and has held it in 12 quarters since.
Drive Wealth Management's United Parcel Service position peaked at $771K in Q1 2023.
683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.