EWM
UPS icon

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

EPG 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 		$310K Sell
2,882
-37
-1% -$3.85K 0.07% 160
2026
Q1 		$287K Buy
2,919
+51
+2% +$5.47K 0.08% 165
2025
Q4 		$284K Buy
2,868
+10
+0.3% +$935 0.08% 165
2025
Q3 		$239K Buy
+2,858
New +$259K 0.07% 174
2024
Q2 		– Sell
-1,416
Closed -$211K – 460
2024
Q1 		$211K Buy
1,416
+5
+0.4% +$760 0.05% 248
2023
Q4 		$205K Buy
1,411
+5
+0.4% +$756 0.05% 237
2023
Q3 		$219K Sell
1,406
-61
-4% -$10.5K 0.07% 230
2023
Q2 		$263K Sell
1,467
-66
-4% -$11.7K 0.08% 204
2023
Q1 		$297K Buy
1,533
+4
+0.3% +$734 0.09% 185
2022
Q4 		$266K Sell
1,529
-1,287
-46% -$223K 0.1% 169
2022
Q3 		$455K Buy
2,816
+5
+0.2% +$947 0.19% 111
2022
Q2 		$513K Buy
+2,811
New +$513K 0.22% 99
2022
Q1 		– Sell
-2,986
Closed -$640K – 434
2021
Q4 		$640K Sell
2,986
-36
-1% -$7.32K 0.23% 93
2021
Q3 		$550K Buy
3,022
+78
+3% +$15.4K 0.22% 96
2021
Q2 		$612K Buy
2,944
+53
+2% +$10.6K 0.26% 89
2021
Q1 		$491K Buy
2,891
+40
+1% +$6.47K 0.24% 98
2020
Q4 		$480K Buy
2,851
+18
+0.6% +$3.04K 0.29% 78
2020
Q3 		$472K Buy
2,833
+396
+16% +$57.7K 0.35% 66
2020
Q2 		$271K Sell
2,437
-105
-4% -$10.5K 0.19% 113
2020
Q1 		$237K Buy
2,542
+1,375
+118% +$142K 0.17% 107
2019
Q4 		$137K Buy
+1,167
New +$138K 0.1% 128

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

EPG Wealth Management reduced its United Parcel Service (UPS) stake by 1.3% in Q2 2026, selling an estimated $3.85K and leaving 2,882 shares worth $310K. The position accounts for 0.07% of the portfolio, ranked #160.

EPG Wealth Management first reported a position in UPS in Q4 2019 and has held it in 21 quarters since. The position peaked at $640K in Q4 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • EPG Wealth Management held 2,882 shares of United Parcel Service worth $310K as of Q2 2026.
  • EPG Wealth Management sold 37 United Parcel Service shares in Q2 2026, an estimated $3.85K.
  • United Parcel Service made up 0.07% of EPG Wealth Management's portfolio in Q2 2026, its #160 holding.
  • EPG Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 21 quarters since.
  • EPG Wealth Management's United Parcel Service position peaked at $640K in Q4 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.