Juncture Wealth Strategies’s United Parcel Service UPS Stock Holding History

Juncture Wealth Strategies’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	$444K	Buy	4,126 +200	+5%	+$20.8K	0.12%	120
2026 Q1	$386K	Buy	3,926 +1,055	+37%	+$113K	0.13%	87
2025 Q4	$285K	Buy	+2,871	New	+$269K	0.09%	109
2025 Q2	–	Sell	-4,124	Closed	-$454K	–	133
2025 Q1	$454K	Buy	4,124 +101	+3%	+$12.1K	0.18%	77
2024 Q4	$507K	Sell	4,023 -606	-13%	-$79.8K	0.19%	74
2024 Q3	$631K	Buy	4,629 +650	+16%	+$85.3K	0.24%	63
2024 Q2	$545K	Buy	3,979 +1,110	+39%	+$159K	0.23%	61
2024 Q1	$426K	Buy	+2,869	New	+$436K	0.18%	69

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Juncture Wealth Strategies's UPS Position: Q2 2026 in Review

Juncture Wealth Strategies increased its United Parcel Service (UPS) stake by 5.1% in Q2 2026, buying an estimated $20.8K and bringing the position to 4,126 shares worth $444K. The position accounts for 0.12% of the portfolio, ranked #120.

Juncture Wealth Strategies first reported a position in UPS in Q1 2024 and has held it in 8 quarters since. The position peaked at $631K in Q3 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Juncture Wealth Strategies held 4,126 shares of United Parcel Service worth $444K as of Q2 2026.
Juncture Wealth Strategies bought 200 United Parcel Service shares in Q2 2026, an estimated $20.8K.
United Parcel Service made up 0.12% of Juncture Wealth Strategies's portfolio in Q2 2026, its #120 holding.
Juncture Wealth Strategies first reported a position in United Parcel Service in Q1 2024 and has held it in 8 quarters since.
Juncture Wealth Strategies's United Parcel Service position peaked at $631K in Q3 2024.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.