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Laurel Wealth Advisors (North Carolina)’s United Parcel Service UPS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$3.77M Buy
35,068
+671
+2% +$69.8K 0.36% 53
2026
Q1 		$3.47M Buy
34,397
+7,257
+27% +$778K 0.34% 58
2025
Q4 		$2.69M Buy
27,140
+1,470
+6% +$137K 0.36% 65
2025
Q3 		$2.14M Buy
25,670
+869
+4% +$78.7K 0.3% 77
2025
Q2 		$2.5M Buy
24,801
+3,252
+15% +$320K 0.37% 68
2025
Q1 		$2.37M Buy
21,549
+1,950
+10% +$233K 0.37% 67
2024
Q4 		$2.47M Buy
19,599
+767
+4% +$101K 0.39% 65
2024
Q3 		$2.57M Sell
18,832
-369
-2% -$48.4K 0.41% 65
2024
Q2 		$2.63M Sell
19,201
-1,835
-9% -$263K 0.46% 56
2024
Q1 		$3.13M Sell
21,036
-669
-3% -$102K 0.53% 51
2023
Q4 		$3.41M Sell
21,705
-1,193
-5% -$180K 0.65% 44
2023
Q3 		$3.57M Sell
22,898
-1,115
-5% -$192K 0.75% 36
2023
Q2 		$4.3M Sell
24,013
-665
-3% -$118K 0.86% 32
2023
Q1 		$4.79M Buy
24,678
+1,617
+7% +$297K 1.01% 31
2022
Q4 		$4.01M Sell
23,061
-37
-0.2% -$6.41K 0.91% 35
2022
Q3 		$3.73M Sell
23,098
-98
-0.4% -$18.6K 0.93% 32
2022
Q2 		$4.23M Buy
23,196
+2,530
+12% +$461K 1.02% 31
2022
Q1 		$4.43M Sell
20,666
-254
-1% -$54K 0.93% 31
2021
Q4 		$4.48M Buy
20,920
+121
+0.6% +$24.6K 0.92% 31
2021
Q3 		$3.79M Sell
20,799
-124
-0.6% -$24.5K 0.84% 35
2021
Q2 		$4.35M Buy
20,923
+466
+2% +$93.2K 0.94% 33
2021
Q1 		$3.48M Buy
20,457
+176
+0.9% +$28.5K 0.84% 33
2020
Q4 		$3.42M Sell
20,281
-538
-3% -$90.8K 0.89% 34
2020
Q3 		$3.47M Sell
20,819
-416
-2% -$60.6K 1.04% 29
2020
Q2 		$2.36M Sell
21,235
-1,068
-5% -$107K 0.78% 42
2020
Q1 		$2.08M Buy
22,303
+6,241
+39% +$647K 0.78% 43
2019
Q4 		$1.88M Buy
16,062
+285
+2% +$33.7K 0.59% 55
2019
Q3 		$1.89M Buy
15,777
+1
+0% +$114 0.65% 49
2019
Q2 		$1.63M Sell
15,776
-103
-0.6% -$10.7K 0.57% 50
2019
Q1 		$1.77M Sell
15,879
-169
-1% -$17.9K 0.65% 48
2018
Q4 		$1.56M Buy
+16,048
New +$1.74M 0.63% 46

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s UPS Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its United Parcel Service (UPS) stake by 2% in Q2 2026, buying an estimated $69.8K and bringing the position to 35,068 shares worth $3.77M. The position accounts for 0.36% of the portfolio, ranked #53.

Laurel Wealth Advisors (North Carolina) first reported a position in UPS in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.79M in Q1 2023. 590 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 35,068 shares of United Parcel Service worth $3.77M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 671 United Parcel Service shares in Q2 2026, an estimated $69.8K.
  • United Parcel Service made up 0.36% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #53 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in United Parcel Service in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s United Parcel Service position peaked at $4.79M in Q1 2023.
  • 590 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.