NWF Advisory Services’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-300
Closed -$177 441
2025
Q1
$177 Buy
+300
New +$35.9K ﹤0.01% 365

Other funds holding UPS

NWF Advisory Services's UPS Position: Q2 2026 in Review

NWF Advisory Services reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $53.7K and leaving 1,944 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #396.

NWF Advisory Services first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $559K in Q2 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • NWF Advisory Services held 1,944 shares of United Parcel Service worth $209K as of Q2 2026.
  • NWF Advisory Services sold 517 United Parcel Service shares in Q2 2026, an estimated $53.7K.
  • United Parcel Service made up 0.02% of NWF Advisory Services's portfolio in Q2 2026, its #396 holding.
  • NWF Advisory Services first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
  • NWF Advisory Services's United Parcel Service position peaked at $559K in Q2 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.