New Wave Wealth Advisors’s United Parcel Service UPS Stock Holding History

New Wave 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	$628K	Buy	5,839 +1,249	+27%	+$130K	0.17%	117
2026 Q1	$452K	Buy	4,590 +541	+13%	+$58K	0.16%	106
2025 Q4	$402K	Buy	4,049 +428	+12%	+$40K	0.15%	105
2025 Q3	$302K	Buy	+3,621	New	+$328K	0.12%	122
2025 Q2	–	Sell	-1,826	Closed	-$201K	–	162
2025 Q1	$201K	Buy	1,826 +448	+33%	+$53.6K	0.09%	131
2024 Q4	$174K	Sell	1,378 -246	-15%	-$32.4K	0.07%	148
2024 Q3	$221K	Sell	1,624 -67	-4%	-$8.8K	0.1%	135
2024 Q2	$231K	Buy	+1,691	New	+$242K	0.12%	122

Other funds holding UPS

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

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 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

New Wave Wealth Advisors's UPS Position: Q2 2026 in Review

New Wave Wealth Advisors increased its United Parcel Service (UPS) stake by 27% in Q2 2026, buying an estimated $130K and bringing the position to 5,839 shares worth $628K. The position accounts for 0.17% of the portfolio, ranked #117.

New Wave Wealth Advisors first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. 829 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

New Wave Wealth Advisors held 5,839 shares of United Parcel Service worth $628K as of Q2 2026.
New Wave Wealth Advisors bought 1,249 United Parcel Service shares in Q2 2026, an estimated $130K.
United Parcel Service made up 0.17% of New Wave Wealth Advisors's portfolio in Q2 2026, its #117 holding.
New Wave Wealth Advisors first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
829 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.