LA
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LexAurum Advisors’s United Parcel Service UPS Stock Holding History

LexAurum 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 		$351K Sell
3,262
-156
-5% -$16.2K 0.04% 316
2026
Q1 		$336K Buy
+3,418
New +$367K 0.04% 305
2025
Q3 		$283K Sell
3,386
-400
-11% -$36.2K 0.04% 305
2025
Q2 		$382K Sell
3,786
-65
-2% -$6.39K 0.06% 234
2025
Q1 		$424K Buy
3,851
+1,104
+40% +$132K 0.08% 215
2024
Q4 		$346K Buy
2,747
+487
+22% +$64.1K 0.07% 244
2024
Q3 		$308K Sell
2,260
-48
-2% -$6.3K 0.07% 226
2024
Q2 		$316K Buy
2,308
+53
+2% +$7.59K 0.08% 214
2024
Q1 		$335K Buy
2,255
+521
+30% +$79.2K 0.08% 206
2023
Q4 		$273K Buy
1,734
+190
+12% +$28.7K 0.07% 238
2023
Q3 		$241K Buy
1,544
+1
+0.1% +$173 0.07% 242
2023
Q2 		$277K Sell
1,543
-66
-4% -$11.7K 0.08% 211
2023
Q1 		$312K Sell
1,609
-19
-1% -$3.48K 0.1% 185
2022
Q4 		$283K Buy
1,628
+1
+0.1% +$173 0.1% 192
2022
Q3 		$263K Buy
1,627
+38
+2% +$7.2K 0.1% 191
2022
Q2 		$290K Buy
1,589
+1
+0.1% +$182 0.11% 179
2022
Q1 		$341K Sell
1,588
-49
-3% -$10.4K 0.11% 169
2021
Q4 		$351K Sell
1,637
-50
-3% -$10.2K 0.11% 180
2021
Q3 		$307K Sell
1,687
-59
-3% -$11.6K 0.09% 219
2021
Q2 		$363K Hold
1,746
– – 0.11% 202
2021
Q1 		$297K Sell
1,746
-9
-0.5% -$1.46K 0.1% 201
2020
Q4 		$296K Buy
+1,755
New +$296K 0.11% 187

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MIHAS
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DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return