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Lauer Wealth’s United Parcel Service UPS Stock Holding History

Lauer Wealth’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 		– Sell
-2,016
Closed -$203K – 92
2026
Q1 		$203K Sell
2,016
-912
-31% -$97.8K 0.16% 55
2025
Q4 		$313K Sell
2,928
-375
-11% -$35.1K 0.23% 42
2025
Q3 		$278K Buy
3,303
+109
+3% +$9.87K 0.2% 55
2025
Q2 		$276K Buy
+3,194
New +$314K 0.23% 39

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Lauer Wealth's UPS Position: Q2 2026 in Review

Lauer Wealth sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,016 shares — an estimated $203K sold.

Lauer Wealth first reported a position in UPS in Q2 2025 and held it in 4 quarters. The position peaked at $313K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lauer Wealth reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Lauer Wealth sold 2,016 United Parcel Service shares in Q2 2026, an estimated $203K.
  • Lauer Wealth first reported a position in United Parcel Service in Q2 2025 and held it in 4 quarters.
  • Lauer Wealth's United Parcel Service position peaked at $313K in Q4 2025.
  • 1,098 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.