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GoalVest Advisory’s United Parcel Service UPS Stock Holding History

GoalVest Advisory’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 		$29K Sell
270
-9,062
-97% -$942K 0.01% 270
2026
Q1 		$918K Hold
9,332
– – 0.18% 81
2025
Q4 		$926K Buy
+9,332
New +$873K 0.18% 86
2025
Q2 		– Sell
-103
Closed -$11.3K – 521
2025
Q1 		$11.3K Hold
103
– – ﹤0.01% 261
2024
Q4 		$13K Sell
103
-64
-38% -$8.42K ﹤0.01% 267
2024
Q3 		$22.8K Hold
167
– – 0.01% 259
2024
Q2 		$22.9K Hold
167
– – 0.01% 229
2024
Q1 		$24.8K Sell
167
-50
-23% -$7.6K 0.01% 247
2023
Q4 		$34.1K Buy
217
+18
+9% +$2.72K 0.02% 172
2023
Q3 		$31K Hold
199
– – 0.02% 180
2023
Q2 		$35.7K Sell
199
-9
-4% -$1.6K 0.02% 165
2023
Q1 		$40.4K Sell
208
-26
-11% -$4.77K 0.02% 122
2022
Q4 		$40.7K Sell
234
-50
-18% -$8.65K 0.03% 116
2022
Q3 		$46K Sell
284
-3,914
-93% -$741K 0.03% 115
2022
Q2 		$775K Sell
4,198
-46
-1% -$8.39K 0.49% 68
2022
Q1 		$910K Buy
+4,244
New +$902K 0.51% 55
2021
Q2 		$883K Buy
4,244
+254
+6% +$50.8K 0.55% 52
2021
Q1 		$678K Buy
3,990
+381
+11% +$61.6K 0.51% 66
2020
Q4 		$608K Buy
+3,609
New +$609K 0.51% 61

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

GoalVest Advisory's UPS Position: Q2 2026 in Review

GoalVest Advisory reduced its United Parcel Service (UPS) stake by 97% in Q2 2026, selling an estimated $942K and leaving 270 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #270.

GoalVest Advisory first reported a position in UPS in Q4 2020 and has held it in 19 quarters since. The position peaked at $926K in Q4 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • GoalVest Advisory held 270 shares of United Parcel Service worth $29K as of Q2 2026.
  • GoalVest Advisory sold 9,062 United Parcel Service shares in Q2 2026, an estimated $942K.
  • United Parcel Service made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #270 holding.
  • GoalVest Advisory first reported a position in United Parcel Service in Q4 2020 and has held it in 19 quarters since.
  • GoalVest Advisory's United Parcel Service position peaked at $926K in Q4 2025.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.