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

Mission 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	$1.49M	Buy	13,828 +6,018	+77%	+$626K	0.02%	369
2026 Q1	$768K	Sell	7,810 -920	-11%	-$98.7K	0.02%	378
2025 Q4	$866K	Sell	8,730 -59	-0.7%	-$5.52K	0.02%	363
2025 Q3	$734K	Sell	8,789 -3,010	-26%	-$273K	0.01%	399
2025 Q2	$1.19M	Buy	11,799 +425	+4%	+$41.8K	0.03%	299
2025 Q1	$1.25M	Buy	11,374 +266	+2%	+$31.8K	0.03%	257
2024 Q4	$1.4M	Sell	11,108 -1,215	-10%	-$160K	0.03%	222
2024 Q3	$1.68M	Sell	12,323 -407	-3%	-$53.4K	0.04%	200
2024 Q2	$1.74M	Sell	12,730 -789	-6%	-$113K	0.05%	187
2024 Q1	$2.01M	Buy	13,519 +19	+0.1%	+$2.89K	0.05%	183
2023 Q4	$2.12M	Sell	13,500 -1,141	-8%	-$173K	0.07%	141
2023 Q3	$2.28M	Buy	14,641 +6,974	+91%	+$1.2M	0.09%	119
2023 Q2	$1.37M	Buy	7,667 +494	+7%	+$87.7K	0.05%	179
2023 Q1	$1.39M	Sell	7,173 -726	-9%	-$133K	0.06%	177
2022 Q4	$1.37M	Buy	7,899 +14	+0.2%	+$2.42K	0.07%	159
2022 Q3	$1.27M	Buy	7,885 +468	+6%	+$88.6K	0.07%	155
2022 Q2	$1.35M	Buy	7,417 +1,555	+27%	+$284K	0.07%	152
2022 Q1	$1.26M	Buy	5,862 +466	+9%	+$99K	0.06%	169
2021 Q4	$1.16M	Buy	5,396 +1,704	+46%	+$347K	0.05%	176
2021 Q3	$672K	Buy	3,692 +587	+19%	+$116K	0.03%	239
2021 Q2	$646K	Sell	3,105 -12	-0.4%	-$2.4K	0.03%	244
2021 Q1	$530K	Buy	3,117 +112	+4%	+$18.1K	0.03%	251
2020 Q4	$506K	Buy	3,005 +428	+17%	+$72.2K	0.03%	236
2020 Q3	$429K	Buy	2,577 +35	+1%	+$5.1K	0.03%	223
2020 Q2	$283K	Sell	2,542 -105	-4%	-$10.5K	0.02%	265
2020 Q1	$247K	Buy	2,647 +271	+11%	+$28.1K	0.03%	247
2019 Q4	$278K	Sell	2,376 -1,508	-39%	-$179K	0.03%	267
2019 Q3	$465K	Buy	3,884 +1,098	+39%	+$126K	0.05%	178
2019 Q2	$288K	Buy	2,786 +45	+2%	+$4.68K	0.03%	243
2019 Q1	$306K	Buy	2,741 +1	+0%	+$106	0.04%	225
2018 Q4	$267K	Sell	2,740 -3,853	-58%	-$418K	0.03%	210
2018 Q3	$770K	Sell	6,593 -471	-7%	-$55.4K	0.1%	108
2018 Q2	$750K	Buy	7,064 +10	+0.1%	+$1.12K	0.11%	99
2018 Q1	$738K	Buy	7,054 +56	+0.8%	+$6.47K	0.12%	89
2017 Q4	$834K	Hold	6,998	–	–	0.14%	75
2017 Q3	$840K	Sell	6,998 -220	-3%	-$25K	0.15%	74
2017 Q2	$798K	Sell	7,218 -255	-3%	-$27.3K	0.15%	74
2017 Q1	$802K	Hold	7,473	–	–	0.16%	72
2016 Q4	$857K	Sell	7,473 -4	-0.1%	-$451	0.17%	65
2016 Q3	$818K	Hold	7,477	–	–	0.2%	60
2016 Q2	$805K	Hold	7,477	–	–	0.21%	53
2016 Q1	$789K	Sell	7,477 -180	-2%	-$17.5K	0.21%	54
2015 Q4	$737K	Sell	7,657 -16	-0.2%	-$1.63K	0.21%	48
2015 Q3	$757K	Buy	7,673 +175	+2%	+$17.3K	0.23%	43
2015 Q2	$727K	Buy	+7,498	New	+$745K	0.25%	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

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

Mission Wealth Management increased its United Parcel Service (UPS) stake by 77% in Q2 2026, buying an estimated $626K and bringing the position to 13,828 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #369.

Mission Wealth Management first reported a position in UPS in Q2 2015 and has held it in 45 quarters since. The position peaked at $2.28M in Q3 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Mission Wealth Management held 13,828 shares of United Parcel Service worth $1.49M as of Q2 2026.
Mission Wealth Management bought 6,018 United Parcel Service shares in Q2 2026, an estimated $626K.
United Parcel Service made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #369 holding.
Mission Wealth Management first reported a position in United Parcel Service in Q2 2015 and has held it in 45 quarters since.
Mission Wealth Management's United Parcel Service position peaked at $2.28M in Q3 2023.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.