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Dynamic Advisor Solutions’s United Parcel Service UPS Stock Holding History

Dynamic Advisor 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 		$5.05M Buy
47,005
+4,539
+11% +$472K 0.14% 163
2026
Q1 		$4.18M Buy
42,466
+19,957
+89% +$2.14M 0.13% 180
2025
Q4 		$2.23M Sell
22,509
-1,204
-5% -$113K 0.07% 272
2025
Q3 		$1.98M Buy
23,713
+3,453
+17% +$313K 0.06% 321
2025
Q2 		$2.05M Sell
20,260
-1,283
-6% -$126K 0.06% 302
2025
Q1 		$2.37M Buy
+21,543
New +$2.58M 0.08% 249
2024
Q4 		– Sell
-22,522
Closed -$3.07M – 865
2024
Q3 		$3.07M Buy
22,522
+150
+0.7% +$19.7K 0.09% 239
2024
Q2 		$3.06M Buy
22,372
+3,318
+17% +$475K 0.1% 234
2024
Q1 		$2.83M Sell
19,054
-757
-4% -$115K 0.1% 252
2023
Q4 		$3.14M Buy
19,811
+1,116
+6% +$169K 0.12% 217
2023
Q3 		$2.91M Buy
18,695
+1,272
+7% +$220K 0.14% 180
2023
Q2 		$3.12M Buy
17,423
+3,406
+24% +$605K 0.16% 164
2023
Q1 		$2.72M Buy
14,017
+1,561
+13% +$286K 0.16% 166
2022
Q4 		$2.17M Buy
12,456
+1,061
+9% +$184K 0.15% 163
2022
Q3 		$1.84M Buy
11,395
+316
+3% +$59.8K 0.14% 162
2022
Q2 		$2.02M Buy
11,079
+2,054
+23% +$375K 0.16% 152
2022
Q1 		$1.94M Buy
9,025
+163
+2% +$34.6K 0.13% 165
2021
Q4 		$1.9M Sell
8,862
-782
-8% -$159K 0.14% 172
2021
Q3 		$1.76M Buy
9,644
+390
+4% +$77K 0.13% 187
2021
Q2 		$1.93M Buy
9,254
+1,942
+27% +$389K 0.15% 163
2021
Q1 		$1.24M Sell
7,312
-4,311
-37% -$697K 0.12% 212
2020
Q4 		$1.96M Buy
11,623
+1,319
+13% +$223K 0.18% 140
2020
Q3 		$1.72M Buy
10,304
+1,752
+20% +$255K 0.19% 138
2020
Q2 		$951K Buy
8,552
+762
+10% +$76.1K 0.13% 190
2020
Q1 		$728K Buy
7,790
+320
+4% +$33.2K 0.13% 188
2019
Q4 		$874K Buy
7,470
+171
+2% +$20.2K 0.12% 208
2019
Q3 		$875K Sell
7,299
-295
-4% -$33.7K 0.14% 188
2019
Q2 		$784K Buy
7,594
+743
+11% +$77.3K 0.13% 190
2019
Q1 		$766K Sell
6,851
-121
-2% -$12.8K 0.14% 166
2018
Q4 		$703K Sell
6,972
-14,839
-68% -$1.61M 0.15% 158
2018
Q3 		$2.55M Sell
21,811
-295
-1% -$34.7K 0.53% 46
2018
Q2 		$2.35M Buy
22,106
+15,487
+234% +$1.74M 0.53% 47
2018
Q1 		$692K Sell
6,619
-9,884
-60% -$1.14M 0.18% 150
2017
Q4 		$1.97M Buy
16,503
+665
+4% +$78.2K 0.64% 45
2017
Q3 		$1.9M Sell
15,838
-60
-0.4% -$6.82K 0.75% 37
2017
Q2 		$1.76M Buy
15,898
+424
+3% +$45.3K 0.68% 44
2017
Q1 		$1.66M Buy
15,474
+2,431
+19% +$266K 0.65% 41
2016
Q4 		$1.5M Sell
13,043
-1,614
-11% -$182K 0.6% 46
2016
Q3 		$1.6M Sell
14,657
-5,143
-26% -$562K 0.61% 47
2016
Q2 		$2.13M Sell
19,800
-962
-5% -$100K 0.86% 30
2016
Q1 		$2.19M Sell
20,762
-264
-1% -$25.7K 0.93% 27
2015
Q4 		$2.02M Buy
21,026
+1,362
+7% +$139K 0.84% 33
2015
Q3 		$1.94M Sell
19,664
-244
-1% -$24.1K 0.98% 27
2015
Q2 		$1.93M Buy
19,908
+5,722
+40% +$569K 1.13% 25
2015
Q1 		$1.38M Buy
14,186
+3,806
+37% +$391K 0.69% 45
2014
Q4 		$1.15M Sell
10,380
-2,300
-18% -$243K 0.62% 46
2014
Q3 		$1.25M Buy
12,680
+4,123
+48% +$410K 0.68% 43
2014
Q2 		$878K Sell
8,557
-2,046
-19% -$205K 0.53% 53
2014
Q1 		$1.03M Buy
10,603
+2,839
+37% +$277K 0.7% 42
2013
Q4 		$816K Buy
+7,764
New +$765K 0.6% 48

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Dynamic Advisor Solutions's UPS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $472K and bringing the position to 47,005 shares worth $5.05M. The position accounts for 0.14% of the portfolio, ranked #163.

Dynamic Advisor Solutions first reported a position in UPS in Q4 2013 and has held it in 50 quarters since. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Dynamic Advisor Solutions held 47,005 shares of United Parcel Service worth $5.05M as of Q2 2026.
  • Dynamic Advisor Solutions bought 4,539 United Parcel Service shares in Q2 2026, an estimated $472K.
  • United Parcel Service made up 0.14% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #163 holding.
  • Dynamic Advisor Solutions first reported a position in United Parcel Service in Q4 2013 and has held it in 50 quarters since.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.