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

Lodestone 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 		$401K Sell
3,730
-75
-2% -$7.8K 0.14% 131
2026
Q1 		$374K Sell
3,805
-5
-0.1% -$536 0.15% 128
2025
Q4 		$378K Buy
3,810
+60
+2% +$5.61K 0.15% 123
2025
Q3 		$313K Buy
+3,750
New +$340K 0.14% 137
2025
Q2 		– Sell
-1,895
Closed -$208K – 171
2025
Q1 		$208K Buy
1,895
+111
+6% +$13.3K 0.11% 150
2024
Q4 		$225K Buy
1,784
+20
+1% +$2.63K 0.11% 140
2024
Q3 		$241K Sell
1,764
-78
-4% -$10.2K 0.12% 135
2024
Q2 		$252K Buy
1,842
+40
+2% +$5.73K 0.13% 135
2024
Q1 		$268K Buy
1,802
+60
+3% +$9.12K 0.14% 128
2023
Q4 		$274K Buy
1,742
+37
+2% +$5.59K 0.16% 123
2023
Q3 		$266K Sell
1,705
-12
-0.7% -$2.07K 0.19% 112
2023
Q2 		$308K Buy
1,717
+24
+1% +$4.26K 0.21% 110
2023
Q1 		$328K Buy
1,693
+1
+0.1% +$183 0.25% 96
2022
Q4 		$294K Buy
+1,692
New +$293K 0.24% 98

Other funds holding UPS

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
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

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

Lodestone Wealth Management reduced its United Parcel Service (UPS) stake by 2% in Q2 2026, selling an estimated $7.8K and leaving 3,730 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #131.

Lodestone Wealth Management first reported a position in UPS in Q4 2022 and has held it in 14 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lodestone Wealth Management held 3,730 shares of United Parcel Service worth $401K as of Q2 2026.
  • Lodestone Wealth Management sold 75 United Parcel Service shares in Q2 2026, an estimated $7.8K.
  • United Parcel Service made up 0.14% of Lodestone Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Lodestone Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 14 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.