HIW
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Holos Integrated Wealth’s United Parcel Service UPS Stock Holding History

Holos Integrated Wealth’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 		$2.46K Hold
22
– – ﹤0.01% 335
2026
Q1 		$2.15K Hold
22
– – ﹤0.01% 344
2025
Q4 		$2.22K Hold
22
– – ﹤0.01% 271
2025
Q3 		$1.82K Hold
22
– – ﹤0.01% 270
2025
Q2 		$1.91K Hold
22
– – ﹤0.01% 271
2025
Q1 		$2.42K Sell
22
-63
-74% -$7.53K ﹤0.01% 270
2024
Q4 		$10.7K Buy
+85
New +$11.2K 0.01% 191

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
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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Holos Integrated Wealth's UPS Position: Q2 2026 in Review

Holos Integrated Wealth held its United Parcel Service (UPS) position steady in Q2 2026 at 22 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Holos Integrated Wealth first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7K in Q4 2024. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Holos Integrated Wealth held 22 shares of United Parcel Service worth $2.46K as of Q2 2026.
  • Holos Integrated Wealth left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #335 holding.
  • Holos Integrated Wealth first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's United Parcel Service position peaked at $10.7K in Q4 2024.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.