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

MFG 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 		$3.39M Buy
31,554
+118
+0.4% +$12.3K 2.43% 10
2026
Q1 		$3.09M Buy
31,436
+9,774
+45% +$1.05M 2.56% 4
2025
Q4 		$2.15M Buy
21,662
+8,455
+64% +$791K 1.67% 29
2025
Q3 		$1.1M Sell
13,207
-3,584
-21% -$325K 0.83% 57
2025
Q2 		$1.69M Buy
16,791
+2,123
+14% +$209K 1.43% 40
2025
Q1 		$1.61M Buy
+14,668
New +$1.75M 1.54% 34

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

MFG Wealth Management increased its United Parcel Service (UPS) stake by 0.38% in Q2 2026, buying an estimated $12.3K and bringing the position to 31,554 shares worth $3.39M. The position accounts for 2.43% of the portfolio, ranked #10.

MFG Wealth Management first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. 436 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • MFG Wealth Management held 31,554 shares of United Parcel Service worth $3.39M as of Q2 2026.
  • MFG Wealth Management bought 118 United Parcel Service shares in Q2 2026, an estimated $12.3K.
  • United Parcel Service made up 2.43% of MFG Wealth Management's portfolio in Q2 2026, its #10 holding.
  • MFG Wealth Management first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • 436 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MFG Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.