LWM
UPS icon

LongView Wealth Management’s United Parcel Service UPS Stock Holding History

LongView 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 		$1.76M Sell
16,356
-325
-2% -$33.8K 0.45% 54
2026
Q1 		$1.72M Buy
16,681
+25
+0.2% +$2.68K 0.43% 52
2025
Q4 		$1.8M Sell
16,656
-40
-0.2% -$3.74K 0.43% 53
2025
Q3 		$1.39M Sell
16,696
-9,812
-37% -$889K 0.38% 60
2025
Q2 		$2.68M Sell
26,508
-265
-1% -$26.1K 0.81% 32
2025
Q1 		$2.94M Buy
26,773
+25
+0.1% +$2.99K 0.88% 30
2024
Q4 		$3.37M Sell
26,748
-150
-0.6% -$19.7K 1.03% 26
2024
Q3 		$3.67M Sell
26,898
-82
-0.3% -$10.8K 1.17% 21
2024
Q2 		$3.69M Sell
26,980
-83
-0.3% -$11.9K 1.36% 19
2024
Q1 		$4.02M Sell
27,063
-100
-0.4% -$15.2K 1.59% 17
2023
Q4 		$4.34M Buy
+27,163
New +$4.11M 1.94% 13

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
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 Teachers Retirement System (NYSTRS)
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

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

LongView Wealth Management reduced its United Parcel Service (UPS) stake by 1.9% in Q2 2026, selling an estimated $33.8K and leaving 16,356 shares worth $1.76M. The position accounts for 0.45% of the portfolio, ranked #54.

LongView Wealth Management first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.34M in Q4 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LongView Wealth Management held 16,356 shares of United Parcel Service worth $1.76M as of Q2 2026.
  • LongView Wealth Management sold 325 United Parcel Service shares in Q2 2026, an estimated $33.8K.
  • United Parcel Service made up 0.45% of LongView Wealth Management's portfolio in Q2 2026, its #54 holding.
  • LongView Wealth Management first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's United Parcel Service position peaked at $4.34M in Q4 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.