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: Q1 2026 in Review

NWF Advisory Services reduced its United Parcel Service (UPS) stake by 1.3% in Q1 2026, selling an estimated $3.43K and leaving 2,461 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #328.

NWF Advisory Services first reported a position in UPS in Q1 2023 and has held it in 12 quarters since. The position peaked at $559K in Q2 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • NWF Advisory Services held 2,461 shares of United Parcel Service worth $242K as of Q1 2026.
  • NWF Advisory Services sold 32 United Parcel Service shares in Q1 2026, an estimated $3.43K.
  • United Parcel Service made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #328 holding.
  • NWF Advisory Services first reported a position in United Parcel Service in Q1 2023 and has held it in 12 quarters since.
  • NWF Advisory Services's United Parcel Service position peaked at $559K in Q2 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.