Fiduciary Alliance’s United Parcel Service UPS Stock Holding History

Fiduciary Alliance’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	$3.45M	Buy	32,132 +12,011	+60%	+$1.25M	0.23%	115
2026 Q1	$2.08M	Buy	20,121 +4,434	+28%	+$476K	0.13%	174
2025 Q4	$1.56M	Buy	15,687 +7,524	+92%	+$704K	0.1%	194
2025 Q3	$682K	Buy	8,163 +4,791	+142%	+$434K	0.05%	290
2025 Q2	$340K	Buy	3,372 +544	+19%	+$53.5K	0.03%	372
2025 Q1	$311K	Buy	2,828 +248	+10%	+$29.7K	0.03%	309
2024 Q4	$325K	Buy	+2,580	New	+$340K	0.03%	280
2023 Q3	–	Sell	-401	Closed	-$71.9K	–	900
2023 Q2	$71.9K	Buy	+401	New	+$71.2K	0.02%	260
2023 Q1	–	Sell	-282	Closed	-$49K	–	829
2022 Q4	$49K	Buy	+282	New	+$48.8K	0.01%	227

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Fiduciary Alliance's UPS Position: Q2 2026 in Review

Fiduciary Alliance increased its United Parcel Service (UPS) stake by 60% in Q2 2026, buying an estimated $1.25M and bringing the position to 32,132 shares worth $3.45M. The position accounts for 0.23% of the portfolio, ranked #115.

Fiduciary Alliance first reported a position in UPS in Q4 2022 and has held it in 9 quarters since. 485 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Fiduciary Alliance held 32,132 shares of United Parcel Service worth $3.45M as of Q2 2026.
Fiduciary Alliance bought 12,011 United Parcel Service shares in Q2 2026, an estimated $1.25M.
United Parcel Service made up 0.23% of Fiduciary Alliance's portfolio in Q2 2026, its #115 holding.
Fiduciary Alliance first reported a position in United Parcel Service in Q4 2022 and has held it in 9 quarters since.
485 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.