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Marks Wealth’s United Parcel Service UPS Stock Holding History

Marks Wealth’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 		$202K Buy
+1,878
New +$195K 0.04% 19
2025
Q4 		– Sell
-2,878
Closed -$240K – 31
2025
Q3 		$240K Sell
2,878
-2,378
-45% -$215K 0.07% 20
2025
Q2 		$531K Sell
5,256
-827
-14% -$81.4K 0.17% 12
2025
Q1 		$669K Buy
+6,083
New +$727K 0.25% 9
2022
Q3 		– Sell
-2,400
Closed -$438K – 15
2022
Q2 		$438K Hold
2,400
– – 0.51% 9
2022
Q1 		$515K Hold
2,400
– – 0.16% 22
2021
Q4 		$514K Hold
2,400
– – 0.16% 22
2021
Q3 		$437K Buy
+2,400
New +$474K 0.14% 22

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

Marks Wealth's UPS Position: Q2 2026 in Review

Marks Wealth opened a new position in United Parcel Service (UPS) in Q2 2026: 1,878 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #19 among its holdings. This is a return to the name: Marks Wealth previously reported a position in UPS as recently as Q3 2025.

Marks Wealth first reported a position in UPS in Q3 2021 and has held it in 8 quarters since. The position peaked at $669K in Q1 2025. 986 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Marks Wealth held 1,878 shares of United Parcel Service worth $202K as of Q2 2026.
  • United Parcel Service was a new Marks Wealth position in Q2 2026.
  • United Parcel Service made up 0.04% of Marks Wealth's portfolio in Q2 2026, its #19 holding.
  • Marks Wealth first reported a position in United Parcel Service in Q3 2021 and has held it in 8 quarters since.
  • Marks Wealth's United Parcel Service position peaked at $669K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Marks Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.