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LifeGuide Financial Advisors’s United Parcel Service UPS Stock Holding History

LifeGuide Financial 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 		$449K Sell
4,173
-248
-6% -$25.8K 0.13% 32
2026
Q1 		$435K Sell
4,421
-304
-6% -$32.6K 0.14% 30
2025
Q4 		$477K Sell
4,725
-195
-4% -$18.2K 0.16% 30
2025
Q3 		$514K Hold
4,920
– – 0.19% 33
2025
Q2 		$497K Buy
4,920
+649
+15% +$63.9K 0.18% 33
2025
Q1 		$470K Sell
4,271
-100
-2% -$12K 0.19% 30
2024
Q4 		$551K Sell
4,371
-215
-5% -$28.3K 0.24% 28
2024
Q3 		$625K Sell
4,586
-111
-2% -$14.6K 0.27% 25
2024
Q2 		$643K Buy
4,697
+11
+0.2% +$1.57K 0.31% 25
2024
Q1 		$696K Hold
4,686
– – 0.35% 24
2023
Q4 		$737K Sell
4,686
-108
-2% -$16.3K 0.39% 24
2023
Q3 		$747K Sell
4,794
-100
-2% -$17.3K 0.44% 20
2023
Q2 		$877K Sell
4,894
-50
-1% -$8.88K 0.59% 17
2023
Q1 		$959K Sell
4,944
-150
-3% -$27.5K 0.77% 14
2022
Q4 		$886K Sell
5,094
-50
-1% -$8.65K 0.77% 14
2022
Q3 		$831K Hold
5,144
– – 0.81% 12
2022
Q2 		$939K Hold
5,144
– – 0.86% 12
2022
Q1 		$1.1M Sell
5,144
-100
-2% -$21.2K 0.85% 13
2021
Q4 		$1.12M Buy
+5,244
New +$1.07M 0.84% 12

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B 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

LifeGuide Financial Advisors's UPS Position: Q2 2026 in Review

LifeGuide Financial Advisors reduced its United Parcel Service (UPS) stake by 5.6% in Q2 2026, selling an estimated $25.8K and leaving 4,173 shares worth $449K. The position accounts for 0.13% of the portfolio, ranked #32.

LifeGuide Financial Advisors first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q4 2021. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LifeGuide Financial Advisors held 4,173 shares of United Parcel Service worth $449K as of Q2 2026.
  • LifeGuide Financial Advisors sold 248 United Parcel Service shares in Q2 2026, an estimated $25.8K.
  • United Parcel Service made up 0.13% of LifeGuide Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • LifeGuide Financial Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • LifeGuide Financial Advisors's United Parcel Service position peaked at $1.12M in Q4 2021.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LifeGuide Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.