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GeoWealth Management’s United Parcel Service UPS Stock Holding History

GeoWealth 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 		$3.14M Buy
29,242
+25,178
+620% +$2.62M 0.1% 132
2026
Q1 		$400K Buy
4,064
+460
+13% +$49.3K 0.01% 518
2025
Q4 		$357K Buy
3,604
+398
+12% +$37.2K 0.01% 515
2025
Q3 		$268K Buy
3,206
+331
+12% +$30K 0.01% 620
2025
Q2 		$290K Buy
2,875
+974
+51% +$95.8K 0.01% 553
2025
Q1 		$209K Sell
1,901
-1,125
-37% -$135K 0.01% 649
2024
Q4 		$382K Buy
3,026
+554
+22% +$72.9K 0.01% 548
2024
Q3 		$337K Sell
2,472
-244
-9% -$32K 0.01% 572
2024
Q2 		$372K Buy
2,716
+469
+21% +$67.1K 0.02% 514
2024
Q1 		$334K Buy
2,247
+251
+13% +$38.2K 0.01% 545
2023
Q4 		$313K Buy
+1,996
New +$302K 0.03% 403
2021
Q2 		– Sell
-2,496
Closed -$424K – 280
2021
Q1 		$424K Buy
2,496
+7
+0.3% +$1.13K 0.07% 128
2020
Q4 		$419K Buy
+2,489
New +$420K 0.07% 151

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

GeoWealth Management's UPS Position: Q2 2026 in Review

GeoWealth Management increased its United Parcel Service (UPS) stake by 620% in Q2 2026, buying an estimated $2.62M and bringing the position to 29,242 shares worth $3.14M. The position accounts for 0.1% of the portfolio, ranked #132.

GeoWealth Management first reported a position in UPS in Q4 2020 and has held it in 13 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • GeoWealth Management held 29,242 shares of United Parcel Service worth $3.14M as of Q2 2026.
  • GeoWealth Management bought 25,178 United Parcel Service shares in Q2 2026, an estimated $2.62M.
  • United Parcel Service made up 0.1% of GeoWealth Management's portfolio in Q2 2026, its #132 holding.
  • GeoWealth Management first reported a position in United Parcel Service in Q4 2020 and has held it in 13 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.