MSWA
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Marshall & Sterling Wealth Advisors’s United Parcel Service UPS Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$212K Hold
1,976
– – 0.13% 93
2026
Q1 		$194K Buy
1,976
+1,930
+4,196% +$207K 0.13% 93
2025
Q4 		$4.56K Sell
46
-195
-81% -$18.2K ﹤0.01% 260
2025
Q3 		$20.1K Sell
241
-12
-5% -$1.09K 0.01% 271
2025
Q2 		$25.4K Sell
253
-30
-11% -$2.95K 0.02% 237
2025
Q1 		$31.1K Buy
283
+36
+15% +$4.3K 0.02% 211
2024
Q4 		$31.1K Buy
+247
New +$32.5K 0.02% 168

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's UPS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 1,976 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #93.

Marshall & Sterling Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 537 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,976 shares of United Parcel Service worth $212K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.13% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • 537 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.