LifeSteps Financial’s United Parcel Service UPS Stock Holding History

LifeSteps Financial’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	$21.1K	Buy	+196	New	+$20.4K	0.01%	304
2024 Q2	–	Sell	-881	Closed	-$131K	–	387
2024 Q1	$131K	Buy	+881	New	+$134K	0.1%	98
2022 Q2	–	Sell	-1,036	Closed	-$222K	–	82
2022 Q1	$222K	Hold	1,036	–	–	0.16%	80
2021 Q4	$222K	Buy	+1,036	New	+$211K	0.16%	78

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 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

LifeSteps Financial's UPS Position: Q2 2026 in Review

LifeSteps Financial opened a new position in United Parcel Service (UPS) in Q2 2026: 196 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in UPS as recently as Q1 2024.

LifeSteps Financial first reported a position in UPS in Q4 2021 and has held it in 4 quarters since. The position peaked at $222K in Q1 2022. 610 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

LifeSteps Financial held 196 shares of United Parcel Service worth $21.1K as of Q2 2026.
United Parcel Service was a new LifeSteps Financial position in Q2 2026.
United Parcel Service made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #304 holding.
LifeSteps Financial first reported a position in United Parcel Service in Q4 2021 and has held it in 4 quarters since.
LifeSteps Financial's United Parcel Service position peaked at $222K in Q1 2022.
610 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.