Kingsview Wealth Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.17M Buy
29,508
+778
+3% +$80.9K 0.04% 453
2026
Q1
$2.83M Buy
28,730
+389
+1% +$41.7K 0.04% 437
2025
Q4
$2.81M Buy
28,341
+2,861
+11% +$268K 0.04% 413
2025
Q3
$2.13M Sell
25,480
-13,205
-34% -$1.2M 0.03% 444
2025
Q2
$3.9M Buy
38,685
+6,480
+20% +$638K 0.07% 292
2025
Q1
$3.54M Buy
32,205
+11,485
+55% +$1.37M 0.07% 269
2024
Q4
$2.61M Sell
20,720
-19,261
-48% -$2.53M 0.05% 325
2024
Q3
$5.45M Buy
39,981
+19,772
+98% +$2.6M 0.11% 190
2024
Q2
$2.77M Sell
20,209
-303
-1% -$43.4K 0.07% 278
2024
Q1
$3.05M Sell
20,512
-49,289
-71% -$7.49M 0.08% 246
2023
Q4
$11M Buy
69,801
+16,320
+31% +$2.47M 0.33% 67
2023
Q3
$8.34M Buy
53,481
+339
+0.6% +$58.5K 0.3% 76
2023
Q2
$9.53M Buy
53,142
+14,709
+38% +$2.61M 0.37% 58
2023
Q1
$7.46M Sell
38,433
-1,090
-3% -$200K 0.31% 74
2022
Q4
$6.87M Buy
39,523
+1,388
+4% +$240K 0.3% 82
2022
Q3
$6.16M Buy
38,135
+3,428
+10% +$649K 0.29% 87
2022
Q2
$6.33M Buy
34,707
+5,434
+19% +$991K 0.3% 82
2022
Q1
$6.28M Buy
29,273
+1,227
+4% +$261K 0.28% 87
2021
Q4
$6.01M Buy
28,046
+3,934
+16% +$800K 0.25% 91
2021
Q3
$4.39M Buy
24,112
+2,239
+10% +$442K 0.21% 111
2021
Q2
$4.59M Sell
21,873
-75
-0.3% -$15K 0.23% 104
2021
Q1
$37.6M Sell
21,948
-3,550
-14% -$574K 2.13% 5
2020
Q4
$4.29M Buy
25,498
+5,922
+30% +$999K 0.31% 74
2020
Q3
$3.26M Buy
19,576
+81
+0.4% +$11.8K 0.29% 86
2020
Q2
$2.17M Buy
19,495
+1,649
+9% +$165K 0.22% 113
2020
Q1
$1.67M Buy
17,846
+2,518
+16% +$261K 0.23% 119
2019
Q4
$1.79M Buy
15,328
+3,358
+28% +$398K 0.22% 125
2019
Q3
$1.43M Buy
11,970
+6,852
+134% +$783K 0.23% 129
2019
Q2
$529K Buy
5,118
+619
+14% +$64.4K 0.09% 240
2019
Q1
$503K Buy
4,499
+1,363
+43% +$145K 0.08% 267
2018
Q4
$306K Buy
3,136
+153
+5% +$16.6K 0.07% 282
2018
Q3
$348K Buy
+2,983
New +$351K 0.07% 274
2017
Q3
Sell
-3,038
Closed -$336K 413
2017
Q2
$336K Sell
3,038
-597
-16% -$63.8K 0.17% 169
2017
Q1
$390K Buy
+3,635
New +$397K 0.23% 134

Other funds holding UPS

Kingsview Wealth Management's UPS Position: Q2 2026 in Review

Kingsview Wealth Management increased its United Parcel Service (UPS) stake by 2.7% in Q2 2026, buying an estimated $80.9K and bringing the position to 29,508 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #453.

Kingsview Wealth Management first reported a position in UPS in Q1 2017 and has held it in 34 quarters since. The position peaked at $37.6M in Q1 2021. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kingsview Wealth Management held 29,508 shares of United Parcel Service worth $3.17M as of Q2 2026.
  • Kingsview Wealth Management bought 778 United Parcel Service shares in Q2 2026, an estimated $80.9K.
  • United Parcel Service made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #453 holding.
  • Kingsview Wealth Management first reported a position in United Parcel Service in Q1 2017 and has held it in 34 quarters since.
  • Kingsview Wealth Management's United Parcel Service position peaked at $37.6M in Q1 2021.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.