FWM
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Forza Wealth Management’s United Parcel Service UPS Stock Holding History

Forza 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 		$782K Buy
7,274
+394
+6% +$41K 0.24% 92
2026
Q1 		$677K Buy
6,880
+308
+5% +$33K 0.24% 102
2025
Q4 		$652K Buy
6,572
+486
+8% +$45.5K 0.24% 96
2025
Q3 		$508K Buy
6,086
+1,416
+30% +$128K 0.19% 117
2025
Q2 		$471K Buy
+4,670
New +$459K 0.19% 123
2025
Q1 		– Sell
-1,767
Closed -$223K – 183
2024
Q4 		$223K Buy
1,767
+17
+1% +$2.24K 0.1% 171
2024
Q3 		$239K Hold
1,750
– – 0.11% 165
2024
Q2 		$239K Buy
1,750
+67
+4% +$9.59K 0.12% 157
2024
Q1 		$250K Hold
1,683
– – 0.13% 154
2023
Q4 		$265K Sell
1,683
-374
-18% -$56.5K 0.15% 144
2023
Q3 		$321K Hold
2,057
– – 0.17% 147
2023
Q2 		$369K Hold
2,057
– – 0.19% 137
2023
Q1 		$399K Buy
2,057
+374
+22% +$68.6K 0.21% 135
2022
Q4 		$293K Buy
+1,683
New +$291K 0.19% 117

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Forza Wealth Management increased its United Parcel Service (UPS) stake by 5.7% in Q2 2026, buying an estimated $41K and bringing the position to 7,274 shares worth $782K. The position accounts for 0.24% of the portfolio, ranked #92.

Forza Wealth Management first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. 375 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Forza Wealth Management held 7,274 shares of United Parcel Service worth $782K as of Q2 2026.
  • Forza Wealth Management bought 394 United Parcel Service shares in Q2 2026, an estimated $41K.
  • United Parcel Service made up 0.24% of Forza Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Forza Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • 375 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.