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

Elevation 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	$22.9K	Buy	213 +67	+46%	+$6.96K	0.01%	546
2026 Q1	$14.4K	Buy	146 +37	+34%	+$3.97K	0.01%	443
2025 Q4	$10.8K	Hold	109	–	–	﹤0.01%	471
2025 Q3	$9.11K	Buy	109 +39	+56%	+$3.53K	﹤0.01%	396
2025 Q2	$7.07K	Hold	70	–	–	﹤0.01%	387
2025 Q1	$7.7K	Hold	70	–	–	﹤0.01%	383
2024 Q4	$8.83K	Buy	+70	New	+$9.21K	﹤0.01%	380

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

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

Elevation Wealth Partners increased its United Parcel Service (UPS) stake by 46% in Q2 2026, buying an estimated $6.96K and bringing the position to 213 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #546.

Elevation Wealth Partners first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 878 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Elevation Wealth Partners held 213 shares of United Parcel Service worth $22.9K as of Q2 2026.
Elevation Wealth Partners bought 67 United Parcel Service shares in Q2 2026, an estimated $6.96K.
United Parcel Service made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #546 holding.
Elevation Wealth Partners first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
878 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.