Fifth Third Wealth Advisors’s United Parcel Service UPS Stock Holding History

Fifth Third Wealth 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	$1.54M	Buy	14,307 +1,587	+12%	+$165K	0.04%	239
2026 Q1	$1.25M	Buy	12,720 +1,542	+14%	+$165K	0.04%	232
2025 Q4	$1.11M	Sell	11,178 -370	-3%	-$34.6K	0.04%	243
2025 Q3	$965K	Sell	11,548 -3,159	-21%	-$286K	0.04%	249
2025 Q2	$1.48M	Sell	14,707 -842	-5%	-$82.8K	0.06%	193
2025 Q1	$1.71M	Buy	15,549 +1,782	+13%	+$213K	0.09%	156
2024 Q4	$1.74M	Buy	13,767 +4,021	+41%	+$529K	0.09%	143
2024 Q3	$1.33M	Buy	9,746 +2,782	+40%	+$365K	0.08%	157
2024 Q2	$953K	Buy	+6,964	New	+$997K	0.07%	166

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

Fifth Third Wealth Advisors's UPS Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its United Parcel Service (UPS) stake by 12% in Q2 2026, buying an estimated $165K and bringing the position to 14,307 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #239.

Fifth Third Wealth Advisors first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q4 2024. 486 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Fifth Third Wealth Advisors held 14,307 shares of United Parcel Service worth $1.54M as of Q2 2026.
Fifth Third Wealth Advisors bought 1,587 United Parcel Service shares in Q2 2026, an estimated $165K.
United Parcel Service made up 0.04% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #239 holding.
Fifth Third Wealth Advisors first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
Fifth Third Wealth Advisors's United Parcel Service position peaked at $1.74M in Q4 2024.
486 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.