MAWA
UPS icon

Moss Adams Wealth Advisors’s United Parcel Service UPS Stock Holding History

Moss Adams 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 		$2.73M Buy
25,369
+61
+0.2% +$6.34K 0.17% 43
2026
Q1 		$2.49M Buy
25,308
+87
+0.3% +$9.33K 0.18% 42
2025
Q4 		$2.5M Buy
25,221
+1,075
+4% +$101K 0.18% 41
2025
Q3 		$2.02M Sell
24,146
-1,878
-7% -$170K 0.16% 47
2025
Q2 		$2.63M Buy
26,024
+1,444
+6% +$142K 0.24% 39
2025
Q1 		$2.7M Buy
24,580
+1
+0% +$120 0.28% 30
2024
Q4 		$3.1M Buy
24,579
+401
+2% +$52.8K 0.33% 27
2024
Q3 		$3.3M Sell
24,178
-187
-0.8% -$24.6K 0.36% 26
2024
Q2 		$3.33M Buy
24,365
+147
+0.6% +$21K 0.46% 24
2024
Q1 		$3.6M Buy
+24,218
New +$3.68M 0.58% 18

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Moss Adams Wealth Advisors's UPS Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its United Parcel Service (UPS) stake by 0.24% in Q2 2026, buying an estimated $6.34K and bringing the position to 25,369 shares worth $2.73M. The position accounts for 0.17% of the portfolio, ranked #43.

Moss Adams Wealth Advisors first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.6M in Q1 2024. 749 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Moss Adams Wealth Advisors held 25,369 shares of United Parcel Service worth $2.73M as of Q2 2026.
  • Moss Adams Wealth Advisors bought 61 United Parcel Service shares in Q2 2026, an estimated $6.34K.
  • United Parcel Service made up 0.17% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Moss Adams Wealth Advisors first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • Moss Adams Wealth Advisors's United Parcel Service position peaked at $3.6M in Q1 2024.
  • 749 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.