Net Worth Advisory Group’s United Parcel Service UPS Stock Holding History

Net Worth Advisory Group’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	$845K	Sell	7,861 -156	-2%	-$16.2K	0.21%	105
2026 Q1	$789K	Sell	8,017 -56	-0.7%	-$6.01K	0.16%	128
2025 Q4	$801K	Buy	8,073 +3,583	+80%	+$335K	0.16%	132
2025 Q3	$375K	Sell	4,490 -122	-3%	-$11.1K	0.11%	207
2025 Q2	$466K	Buy	4,612 +187	+4%	+$18.4K	0.1%	203
2025 Q1	$487K	Sell	4,425 -18	-0.4%	-$2.15K	0.15%	162
2024 Q4	$560K	Sell	4,443 -45	-1%	-$5.92K	0.17%	153
2024 Q3	$612K	Buy	+4,488	New	+$589K	0.18%	154

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

Net Worth Advisory Group's UPS Position: Q2 2026 in Review

Net Worth Advisory Group reduced its United Parcel Service (UPS) stake by 1.9% in Q2 2026, selling an estimated $16.2K and leaving 7,861 shares worth $845K. The position accounts for 0.21% of the portfolio, ranked #105.

Net Worth Advisory Group first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Net Worth Advisory Group held 7,861 shares of United Parcel Service worth $845K as of Q2 2026.
Net Worth Advisory Group sold 156 United Parcel Service shares in Q2 2026, an estimated $16.2K.
United Parcel Service made up 0.21% of Net Worth Advisory Group's portfolio in Q2 2026, its #105 holding.
Net Worth Advisory Group first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.