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Fedenia Advisers’s United Parcel Service UPS Stock Holding History

Fedenia Advisers’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 		$19K Buy
+177
New +$18.4K ﹤0.01% 314
2025
Q1 		– Sell
-100
Closed -$12.6K – 415
2024
Q4 		$12.6K Buy
+100
New +$13.2K 0.01% 322

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
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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fedenia Advisers's UPS Position: Q2 2026 in Review

Fedenia Advisers opened a new position in United Parcel Service (UPS) in Q2 2026: 177 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: Fedenia Advisers previously reported a position in UPS as recently as Q4 2024.

Fedenia Advisers first reported a position in UPS in Q4 2024 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Fedenia Advisers held 177 shares of United Parcel Service worth $19K as of Q2 2026.
  • United Parcel Service was a new Fedenia Advisers position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Fedenia Advisers's portfolio in Q2 2026, its #314 holding.
  • Fedenia Advisers first reported a position in United Parcel Service in Q4 2024 and has held it in 2 quarters since.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.