FVWA
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Foster Victor Wealth Advisors’s United Parcel Service UPS Stock Holding History

Foster Victor 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 		$232K Buy
2,044
+73
+4% +$7.59K 0.01% 237
2026
Q1 		$203K Buy
1,971
+94
+5% +$10.1K 0.01% 236
2025
Q4 		$201K Sell
1,877
-983
-34% -$91.9K 0.01% 227
2025
Q3 		$248K Sell
2,860
-464
-14% -$42K 0.02% 198
2025
Q2 		$340K Sell
3,324
-1,006
-23% -$99K 0.02% 163
2025
Q1 		$420K Sell
4,330
-33
-0.8% -$3.95K 0.03% 143
2024
Q4 		$566K Hold
4,363
– – 0.04% 128
2024
Q3 		$580K Buy
4,363
+931
+27% +$122K 0.05% 124
2024
Q2 		$506K Buy
3,432
+1,937
+130% +$277K 0.04% 129
2024
Q1 		$223K Sell
1,495
-28,074
-95% -$4.27M 0.02% 160
2023
Q4 		$4.73M Buy
29,569
+1,871
+7% +$283K 0.48% 70
2023
Q3 		$4.27M Buy
27,698
+1,324
+5% +$229K 0.5% 68
2023
Q2 		$4.75M Buy
26,374
+1,522
+6% +$270K 0.53% 68
2023
Q1 		$4.74M Buy
24,852
+1,266
+5% +$232K 0.57% 62
2022
Q4 		$4.22M Buy
23,586
+1,869
+9% +$324K 0.54% 70
2022
Q3 		$3.6M Buy
21,717
+2,475
+13% +$469K 0.52% 67
2022
Q2 		$3.56M Buy
19,242
+3,623
+23% +$661K 0.53% 67
2022
Q1 		$3.04M Buy
15,619
+2,076
+15% +$441K 0.42% 75
2021
Q4 		$2.86M Buy
13,543
+996
+8% +$203K 0.39% 78
2021
Q3 		$2.29M Buy
12,547
+620
+5% +$122K 0.37% 77
2021
Q2 		$2.48M Sell
11,927
-104
-0.9% -$20.8K 0.41% 73
2021
Q1 		$2.16M Buy
12,031
+1,224
+11% +$198K 0.4% 70
2020
Q4 		$1.82M Buy
10,807
+453
+4% +$76.5K 0.41% 58
2020
Q3 		$1.73M Sell
10,354
-3,233
-24% -$471K 0.47% 54
2020
Q2 		$1.51M Buy
13,587
+2,482
+22% +$248K 0.5% 50
2020
Q1 		$1.12M Buy
11,105
+1,495
+16% +$155K 0.49% 54
2019
Q4 		$1.12M Buy
9,610
+1,824
+23% +$216K 0.49% 56
2019
Q3 		$900K Buy
7,786
+2,585
+50% +$296K 0.5% 49
2019
Q2 		$530K Sell
5,201
-1,632
-24% -$170K 0.39% 53
2019
Q1 		$764K Buy
6,833
+564
+9% +$59.8K 0.6% 35
2018
Q4 		$611K Buy
+6,269
New +$680K 0.58% 28

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Foster Victor Wealth Advisors's UPS Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its United Parcel Service (UPS) stake by 3.7% in Q2 2026, buying an estimated $7.59K and bringing the position to 2,044 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #237.

Foster Victor Wealth Advisors first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.75M in Q2 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Foster Victor Wealth Advisors held 2,044 shares of United Parcel Service worth $232K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 73 United Parcel Service shares in Q2 2026, an estimated $7.59K.
  • United Parcel Service made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #237 holding.
  • Foster Victor Wealth Advisors first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's United Parcel Service position peaked at $4.75M in Q2 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.