FFA
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Farther Finance Advisors’s United Parcel Service UPS Stock Holding History

Farther Finance 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 		$6.04M Buy
56,154
+603
+1% +$62.7K 0.05% 353
2026
Q1 		$5.44M Buy
55,551
+12,856
+30% +$1.38M 0.05% 324
2025
Q4 		$4.23M Buy
42,695
+18,086
+73% +$1.69M 0.05% 353
2025
Q3 		$2.06M Buy
24,609
+10,271
+72% +$930K 0.03% 448
2025
Q2 		$1.45M Buy
14,338
+1,811
+14% +$178K 0.03% 464
2025
Q1 		$1.37M Buy
12,527
+2,486
+25% +$297K 0.03% 399
2024
Q4 		$1.27M Sell
10,041
-1,871
-16% -$246K 0.05% 304
2024
Q3 		$1.62M Sell
11,912
-412
-3% -$54.1K 0.06% 235
2024
Q2 		$1.68M Buy
12,324
+2,570
+26% +$368K 0.08% 194
2024
Q1 		$1.44M Buy
9,754
+3,089
+46% +$470K 0.09% 195
2023
Q4 		$1.05M Buy
6,665
+3,913
+142% +$592K 0.08% 225
2023
Q3 		$429K Buy
2,752
+862
+46% +$149K 0.07% 224
2023
Q2 		$339K Buy
1,890
+754
+66% +$134K 0.07% 221
2023
Q1 		$220K Sell
1,136
-6
-0.5% -$1.1K 0.06% 248
2022
Q4 		$199K Buy
+1,142
New +$198K 0.08% 222

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Farther Finance Advisors's UPS Position: Q2 2026 in Review

Farther Finance Advisors increased its United Parcel Service (UPS) stake by 1.1% in Q2 2026, buying an estimated $62.7K and bringing the position to 56,154 shares worth $6.04M. The position accounts for 0.05% of the portfolio, ranked #353.

Farther Finance Advisors first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Farther Finance Advisors held 56,154 shares of United Parcel Service worth $6.04M as of Q2 2026.
  • Farther Finance Advisors bought 603 United Parcel Service shares in Q2 2026, an estimated $62.7K.
  • United Parcel Service made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #353 holding.
  • Farther Finance Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.