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

Mosley 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 		$3.04K Buy
28
+9
+47% +$936 ﹤0.01% 468
2026
Q1 		$1.62K Buy
+19
New +$2.04K ﹤0.01% 397

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Mosley Wealth Management increased its United Parcel Service (UPS) stake by 47% in Q2 2026, buying an estimated $936 and bringing the position to 28 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Mosley Wealth Management first reported a position in UPS in Q1 2026 and has held it in 2 quarters since. 1,340 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mosley Wealth Management held 28 shares of United Parcel Service worth $3.04K as of Q2 2026.
  • Mosley Wealth Management bought 9 United Parcel Service shares in Q2 2026, an estimated $936.
  • United Parcel Service made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #468 holding.
  • Mosley Wealth Management first reported a position in United Parcel Service in Q1 2026 and has held it in 2 quarters since.
  • 1,340 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.