NWM
UPS icon

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

Northwest 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 		$298K Sell
2,772
-224
-7% -$23.3K 0.04% 200
2026
Q1 		$295K Buy
2,996
+42
+1% +$4.5K 0.04% 189
2025
Q4 		$293K Buy
+2,954
New +$276K 0.05% 189
2023
Q3 		– Sell
-1,307
Closed -$234K – 157
2023
Q2 		$234K Sell
1,307
-28
-2% -$4.97K 0.08% 132
2023
Q1 		$259K Buy
1,335
+168
+14% +$30.8K 0.1% 124
2022
Q4 		$203K Buy
+1,167
New +$202K 0.09% 132
2022
Q3 		– Sell
-1,396
Closed -$255K – 147
2022
Q2 		$255K Buy
1,396
+452
+48% +$82.4K 0.11% 119
2022
Q1 		$202K Buy
+944
New +$201K 0.1% 132
2021
Q3 		– Sell
-978
Closed -$203K – 134
2021
Q2 		$203K Buy
+978
New +$196K 0.11% 124
2019
Q2 		– Sell
-411
Closed -$46K – 444
2019
Q1 		$46K Sell
411
-65
-14% -$6.89K 0.03% 225
2018
Q4 		$46K Sell
476
-89
-16% -$9.65K 0.04% 206
2018
Q3 		$66K Hold
565
– – 0.05% 193
2018
Q2 		$60K Sell
565
-97
-15% -$10.9K 0.05% 200
2018
Q1 		$69K Buy
+662
New +$76.5K 0.05% 187

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Northwest Wealth Management reduced its United Parcel Service (UPS) stake by 7.5% in Q2 2026, selling an estimated $23.3K and leaving 2,772 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #200.

Northwest Wealth Management first reported a position in UPS in Q1 2018 and has held it in 14 quarters since. 886 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Northwest Wealth Management held 2,772 shares of United Parcel Service worth $298K as of Q2 2026.
  • Northwest Wealth Management sold 224 United Parcel Service shares in Q2 2026, an estimated $23.3K.
  • United Parcel Service made up 0.04% of Northwest Wealth Management's portfolio in Q2 2026, its #200 holding.
  • Northwest Wealth Management first reported a position in United Parcel Service in Q1 2018 and has held it in 14 quarters since.
  • 886 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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