JWA
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JFS Wealth Advisors’s United Parcel Service UPS Stock Holding History

JFS 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 		$460K Buy
4,276
+48
+1% +$4.99K 0.02% 238
2026
Q1 		$416K Buy
4,228
+3
+0.1% +$322 0.02% 247
2025
Q4 		$419K Buy
4,225
+141
+3% +$13.2K 0.02% 244
2025
Q3 		$341K Buy
4,084
+88
+2% +$7.97K 0.02% 262
2025
Q2 		$403K Sell
3,996
-20
-0.5% -$1.97K 0.03% 228
2025
Q1 		$442K Sell
4,016
-410
-9% -$49K 0.03% 209
2024
Q4 		$558K Buy
4,426
+354
+9% +$46.6K 0.04% 184
2024
Q3 		$555K Sell
4,072
-130
-3% -$17.1K 0.04% 190
2024
Q2 		$575K Sell
4,202
-7
-0.2% -$1K 0.05% 147
2024
Q1 		$626K Sell
4,209
-102
-2% -$15.5K 0.05% 144
2023
Q4 		$678K Sell
4,311
-46
-1% -$6.96K 0.06% 132
2023
Q3 		$679K Buy
4,357
+53
+1% +$9.15K 0.06% 130
2023
Q2 		$772K Buy
4,304
+22
+0.5% +$3.91K 0.07% 125
2023
Q1 		$831K Sell
4,282
-133
-3% -$24.4K 0.08% 120
2022
Q4 		$767K Sell
4,415
-194
-4% -$33.6K 0.08% 124
2022
Q3 		$745K Buy
4,609
+37
+0.8% +$7.01K 0.08% 122
2022
Q2 		$835K Sell
4,572
-88
-2% -$16.1K 0.09% 114
2022
Q1 		$999K Buy
4,660
+127
+3% +$27K 0.09% 116
2021
Q4 		$972K Buy
4,533
+294
+7% +$59.8K 0.09% 120
2021
Q3 		$772K Buy
4,239
+4,203
+11,675% +$830K 0.08% 124
2021
Q2 		$7K Hold
36
– – ﹤0.01% 477
2021
Q1 		$6K Hold
36
– – ﹤0.01% 462
2020
Q4 		$6K Buy
+36
New +$6.08K ﹤0.01% 459
2018
Q4 		– Sell
-64
Closed -$7K – 530
2018
Q3 		$7K Buy
+64
New +$7.53K ﹤0.01% 440
2015
Q3 		– Sell
-172
Closed -$17K – 572
2015
Q2 		$17K Sell
172
-120
-41% -$11.9K 0.01% 304
2015
Q1 		$28K Sell
292
-12
-4% -$1.23K 0.01% 240
2014
Q4 		$34K Hold
304
– – 0.01% 230
2014
Q3 		$30K Sell
304
-4
-1% -$397 0.01% 227
2014
Q2 		$32K Buy
+308
New +$30.9K 0.01% 228

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

JFS Wealth Advisors's UPS Position: Q2 2026 in Review

JFS Wealth Advisors increased its United Parcel Service (UPS) stake by 1.1% in Q2 2026, buying an estimated $4.99K and bringing the position to 4,276 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #238.

JFS Wealth Advisors first reported a position in UPS in Q2 2014 and has held it in 29 quarters since. The position peaked at $999K in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • JFS Wealth Advisors held 4,276 shares of United Parcel Service worth $460K as of Q2 2026.
  • JFS Wealth Advisors bought 48 United Parcel Service shares in Q2 2026, an estimated $4.99K.
  • United Parcel Service made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #238 holding.
  • JFS Wealth Advisors first reported a position in United Parcel Service in Q2 2014 and has held it in 29 quarters since.
  • JFS Wealth Advisors's United Parcel Service position peaked at $999K in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.