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Everpar Advisors’s United Parcel Service UPS Stock Holding History

Everpar Advisors’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 		$414K Sell
3,847
-75
-2% -$7.8K 0.12% 164
2026
Q1 		$386K Sell
3,922
-29
-0.7% -$3.11K 0.13% 164
2025
Q4 		$392K Buy
+3,951
New +$370K 0.15% 155
2024
Q1 		– Sell
-1,693
Closed -$266K – 280
2023
Q4 		$266K Buy
+1,693
New +$256K 0.12% 233

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

Everpar Advisors's UPS Position: Q2 2026 in Review

Everpar Advisors reduced its United Parcel Service (UPS) stake by 1.9% in Q2 2026, selling an estimated $7.8K and leaving 3,847 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #164.

Everpar Advisors first reported a position in UPS in Q4 2023 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Everpar Advisors held 3,847 shares of United Parcel Service worth $414K as of Q2 2026.
  • Everpar Advisors sold 75 United Parcel Service shares in Q2 2026, an estimated $7.8K.
  • United Parcel Service made up 0.12% of Everpar Advisors's portfolio in Q2 2026, its #164 holding.
  • Everpar Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 4 quarters since.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.