KWA
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Kingswood Wealth Advisors’s United Parcel Service UPS Stock Holding History

Kingswood 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 		$2.73M Sell
25,421
-673
-3% -$70K 0.11% 207
2026
Q1 		$2.57M Buy
26,094
+1,109
+4% +$119K 0.12% 189
2025
Q4 		$2.48M Buy
24,985
+3,460
+16% +$324K 0.12% 167
2025
Q3 		$1.8M Buy
21,525
+3,562
+20% +$323K 0.11% 194
2025
Q2 		$1.81M Sell
17,963
-127
-0.7% -$12.5K 0.14% 159
2025
Q1 		$1.99M Buy
18,090
+646
+4% +$77.2K 0.18% 136
2024
Q4 		$2.2M Buy
17,444
+12,124
+228% +$1.6M 0.17% 135
2024
Q3 		$725K Sell
5,320
-449
-8% -$59K 0.05% 361
2024
Q2 		$790K Sell
5,769
-10
-0.2% -$1.43K 0.07% 284
2024
Q1 		$859K Sell
5,779
-2,361
-29% -$359K 0.1% 230
2023
Q4 		$1.28M Buy
8,140
+4,321
+113% +$653K 0.15% 162
2023
Q3 		$595K Buy
+3,819
New +$659K 0.1% 213

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

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

Kingswood Wealth Advisors reduced its United Parcel Service (UPS) stake by 2.6% in Q2 2026, selling an estimated $70K and leaving 25,421 shares worth $2.73M. The position accounts for 0.11% of the portfolio, ranked #207.

Kingswood Wealth Advisors first reported a position in UPS in Q3 2023 and has held it in 12 quarters since. 886 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Kingswood Wealth Advisors held 25,421 shares of United Parcel Service worth $2.73M as of Q2 2026.
  • Kingswood Wealth Advisors sold 673 United Parcel Service shares in Q2 2026, an estimated $70K.
  • United Parcel Service made up 0.11% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • Kingswood Wealth Advisors first reported a position in United Parcel Service in Q3 2023 and has held it in 12 quarters since.
  • 886 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.