LWM
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LJI Wealth Management’s United Parcel Service UPS Stock Holding History

LJI Wealth Management’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 		$1.31M Buy
12,163
+1,808
+17% +$188K 0.18% 58
2026
Q1 		$1.02M Sell
10,355
-1,602
-13% -$172K 0.16% 55
2025
Q4 		$1.19M Buy
11,957
+4,734
+66% +$443K 0.18% 59
2025
Q3 		$603K Buy
+7,223
New +$654K 0.11% 71

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LJI Wealth Management's UPS Position: Q2 2026 in Review

LJI Wealth Management increased its United Parcel Service (UPS) stake by 17% in Q2 2026, buying an estimated $188K and bringing the position to 12,163 shares worth $1.31M. The position accounts for 0.18% of the portfolio, ranked #58.

LJI Wealth Management first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LJI Wealth Management held 12,163 shares of United Parcel Service worth $1.31M as of Q2 2026.
  • LJI Wealth Management bought 1,808 United Parcel Service shares in Q2 2026, an estimated $188K.
  • United Parcel Service made up 0.18% of LJI Wealth Management's portfolio in Q2 2026, its #58 holding.
  • LJI Wealth Management first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.