Midland Wealth Advisors’s United Parcel Service UPS Stock Holding History

Midland 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	$310K	Sell	2,885 -545	-16%	-$56.7K	0.01%	140
2026 Q1	$337K	Sell	3,430 -483	-12%	-$51.8K	0.02%	130
2025 Q4	$388K	Sell	3,913 -1,293	-25%	-$121K	0.02%	122
2025 Q3	$435K	Sell	5,206 -639	-11%	-$57.9K	0.02%	123
2025 Q2	$590K	Sell	5,845 -923	-14%	-$90.8K	0.03%	110
2025 Q1	$744K	Sell	6,768 -901	-12%	-$108K	0.04%	95
2024 Q4	$967K	Sell	7,669 -528	-6%	-$69.5K	0.06%	83
2024 Q3	$1.12M	Sell	8,197 -1,162	-12%	-$153K	0.07%	79
2024 Q2	$1.28M	Sell	9,359 -518	-5%	-$74.2K	0.08%	71
2024 Q1	$1.47M	Sell	9,877 -190	-2%	-$28.9K	0.09%	60
2023 Q4	$1.58M	Buy	+10,067	New	+$1.52M	0.11%	50

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Midland Wealth Advisors's UPS Position: Q2 2026 in Review

Midland Wealth Advisors reduced its United Parcel Service (UPS) stake by 16% in Q2 2026, selling an estimated $56.7K and leaving 2,885 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #140.

Midland Wealth Advisors first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.58M in Q4 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Midland Wealth Advisors held 2,885 shares of United Parcel Service worth $310K as of Q2 2026.
Midland Wealth Advisors sold 545 United Parcel Service shares in Q2 2026, an estimated $56.7K.
United Parcel Service made up 0.01% of Midland Wealth Advisors's portfolio in Q2 2026, its #140 holding.
Midland Wealth Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Midland Wealth Advisors's United Parcel Service position peaked at $1.58M in Q4 2023.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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