JFA
UPS icon

JNBA Financial Advisors’s United Parcel Service UPS Stock Holding History

JNBA Financial 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 		$24.1K Sell
224
-6
-3% -$624 ﹤0.01% 414
2026
Q1 		$22.6K Sell
230
-149
-39% -$16K ﹤0.01% 408
2025
Q4 		$37.6K Hold
379
– – ﹤0.01% 348
2025
Q3 		$31.7K Buy
379
+20
+6% +$1.81K ﹤0.01% 367
2025
Q2 		$36.3K Sell
359
-179
-33% -$17.6K ﹤0.01% 324
2025
Q1 		$59.2K Buy
538
+84
+19% +$10K 0.01% 263
2024
Q4 		$57.3K Hold
454
– – 0.01% 270
2024
Q3 		$61.9K Hold
454
– – 0.01% 264
2024
Q2 		$62.2K Hold
454
– – 0.01% 265
2024
Q1 		$67.5K Sell
454
-134
-23% -$20.4K 0.01% 263
2023
Q4 		$92.5K Sell
588
-24
-4% -$3.63K 0.01% 236
2023
Q3 		$95.4K Buy
612
+8
+1% +$1.38K 0.01% 227
2023
Q2 		$108K Buy
604
+44
+8% +$7.81K 0.01% 220
2023
Q1 		$109K Buy
560
+16
+3% +$2.94K 0.01% 223
2022
Q4 		$94.6K Hold
544
– – 0.01% 232
2022
Q3 		$88K Sell
544
-134
-20% -$25.4K 0.01% 233
2022
Q2 		$124K Hold
678
– – 0.02% 209
2022
Q1 		$145K Sell
678
-93
-12% -$19.8K 0.02% 207
2021
Q4 		$165K Buy
771
+75
+11% +$15.3K 0.02% 204
2021
Q3 		$127K Sell
696
-27
-4% -$5.33K 0.02% 216
2021
Q2 		$150K Buy
723
+24
+3% +$4.8K 0.02% 205
2021
Q1 		$119K Buy
699
+347
+99% +$56.1K 0.02% 212
2020
Q4 		$59K Hold
352
– – 0.01% 248
2020
Q3 		$59K Sell
352
-25
-7% -$3.64K 0.01% 229
2020
Q2 		$42K Hold
377
– – 0.01% 250
2020
Q1 		$35K Buy
377
+25
+7% +$2.59K 0.01% 255
2019
Q4 		$41K Hold
352
– – 0.01% 273
2019
Q3 		$42K Sell
352
-61
-15% -$6.97K 0.01% 254
2019
Q2 		$43K Buy
413
+50
+14% +$5.2K 0.01% 261
2019
Q1 		$41K Sell
363
-36
-9% -$3.82K 0.01% 250
2018
Q4 		$39K Sell
399
-4,142
-91% -$449K 0.01% 231
2018
Q3 		$530K Buy
4,541
+4,123
+986% +$485K 0.24% 75
2018
Q2 		$44K Sell
418
-10,983
-96% -$1.23M 0.01% 237
2018
Q1 		$1.19M Hold
11,401
– – 0.26% 47
2017
Q4 		$1.36M Hold
11,401
– – 0.29% 43
2017
Q3 		$1.37M Hold
11,401
– – 0.31% 36
2017
Q2 		$1.26M Hold
11,401
– – 0.29% 40
2017
Q1 		$1.22M Sell
11,401
-39
-0.3% -$4.26K 0.29% 40
2016
Q4 		$1.31M Sell
11,440
-106,706
-90% -$12M 0.32% 38
2016
Q3 		$12.9M Buy
118,146
+98,412
+499% +$10.7M 1.89% 13
2016
Q2 		$2.13M Buy
19,734
+18,965
+2,466% +$1.97M 0.59% 24
2016
Q1 		$81K Hold
769
– – 0.03% 159
2015
Q4 		$74K Hold
769
– – 0.03% 164
2015
Q3 		$76K Sell
769
-255
-25% -$25.2K 0.03% 154
2015
Q2 		$99K Hold
1,024
– – 0.04% 129
2015
Q1 		$99K Sell
1,024
-750
-42% -$77K 0.04% 133
2014
Q4 		$197K Hold
1,774
– – 0.08% 95
2014
Q3 		$174K Sell
1,774
-484
-21% -$48.1K 0.08% 102
2014
Q2 		$232K Hold
2,258
– – 0.11% 84
2014
Q1 		$220K Sell
2,258
-800
-26% -$78K 0.12% 80
2013
Q4 		$321K Sell
3,058
-160
-5% -$15.8K 0.18% 66
2013
Q3 		$294K Buy
3,218
+160
+5% +$14.1K 0.18% 65
2013
Q2 		$264K Buy
+3,058
New +$262K 0.18% 70

Other funds holding UPS

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

JNBA Financial Advisors's UPS Position: Q2 2026 in Review

JNBA Financial Advisors reduced its United Parcel Service (UPS) stake by 2.6% in Q2 2026, selling an estimated $624 and leaving 224 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

JNBA Financial Advisors first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.9M in Q3 2016. 801 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • JNBA Financial Advisors held 224 shares of United Parcel Service worth $24.1K as of Q2 2026.
  • JNBA Financial Advisors sold 6 United Parcel Service shares in Q2 2026, an estimated $624.
  • United Parcel Service made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #414 holding.
  • JNBA Financial Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • JNBA Financial Advisors's United Parcel Service position peaked at $12.9M in Q3 2016.
  • 801 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.