FSAG
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Financial Solutions Advisory Group’s United Parcel Service UPS Stock Holding History

Financial Solutions Advisory Group’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 		$436K Sell
3,936
-2,142
-35% -$223K 0.06% 123
2026
Q1 		$598K Buy
+6,078
New +$652K 0.08% 98

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

Financial Solutions Advisory Group's UPS Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its United Parcel Service (UPS) stake by 35% in Q2 2026, selling an estimated $223K and leaving 3,936 shares worth $436K. The position accounts for 0.06% of the portfolio, ranked #123.

Financial Solutions Advisory Group first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. The position peaked at $598K in Q1 2026. 602 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Financial Solutions Advisory Group held 3,936 shares of United Parcel Service worth $436K as of Q2 2026.
  • Financial Solutions Advisory Group sold 2,142 United Parcel Service shares in Q2 2026, an estimated $223K.
  • United Parcel Service made up 0.06% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Financial Solutions Advisory Group first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's United Parcel Service position peaked at $598K in Q1 2026.
  • 602 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.