Kondo Wealth Advisors’s United Parcel Service UPS Stock Holding History

Kondo 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	$914K	Buy	8,504 +21	+0.2%	+$2.18K	0.31%	29
2026 Q1	$835K	Buy	8,483 +4	+0%	+$429	0.31%	29
2025 Q4	$841K	Buy	8,479 +56	+0.7%	+$5.24K	0.32%	29
2025 Q3	$704K	Buy	8,423 +8	+0.1%	+$725	0.28%	34
2025 Q2	$879K	Sell	8,415 -994	-11%	-$97.8K	0.39%	30
2025 Q1	$1.03M	Sell	9,409 -530	-5%	-$63.4K	0.51%	24
2024 Q4	$1.31M	Buy	+9,939	New	+$1.31M	0.67%	21

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

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

Kondo Wealth Advisors increased its United Parcel Service (UPS) stake by 0.25% in Q2 2026, buying an estimated $2.18K and bringing the position to 8,504 shares worth $914K. The position accounts for 0.31% of the portfolio, ranked #29.

Kondo Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.31M in Q4 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Kondo Wealth Advisors held 8,504 shares of United Parcel Service worth $914K as of Q2 2026.
Kondo Wealth Advisors bought 21 United Parcel Service shares in Q2 2026, an estimated $2.18K.
United Parcel Service made up 0.31% of Kondo Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Kondo Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Kondo Wealth Advisors's United Parcel Service position peaked at $1.31M in Q4 2024.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.