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Forteris Wealth Management’s United Parcel Service UPS Stock Holding History

Forteris Wealth Management’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 		$608K Sell
5,659
-234
-4% -$24.3K 0.5% 44
2026
Q1 		$580K Buy
5,893
+27
+0.5% +$2.9K 0.55% 42
2025
Q4 		$582K Buy
+5,866
New +$549K 0.57% 41

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Forteris Wealth Management's UPS Position: Q2 2026 in Review

Forteris Wealth Management reduced its United Parcel Service (UPS) stake by 4% in Q2 2026, selling an estimated $24.3K and leaving 5,659 shares worth $608K. The position accounts for 0.5% of the portfolio, ranked #44.

Forteris Wealth Management first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 1,340 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Forteris Wealth Management held 5,659 shares of United Parcel Service worth $608K as of Q2 2026.
  • Forteris Wealth Management sold 234 United Parcel Service shares in Q2 2026, an estimated $24.3K.
  • United Parcel Service made up 0.5% of Forteris Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Forteris Wealth Management first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 1,340 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.