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Olistico Wealth’s United Parcel Service UPS Stock Holding History

Olistico Wealth’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 		$8.06K Hold
75
– – ﹤0.01% 264
2026
Q1 		$7.38K Hold
75
– – ﹤0.01% 271
2025
Q4 		$7.44K Buy
+75
New +$7.01K ﹤0.01% 273
2025
Q3 		– Sell
-75
Closed -$7.57K – 319
2025
Q2 		$7.57K Sell
75
-11
-13% -$1.08K ﹤0.01% 276
2025
Q1 		$9.46K Hold
86
– – 0.01% 254
2024
Q4 		$10.8K Hold
86
– – 0.01% 240
2024
Q3 		$11.7K Buy
86
+11
+15% +$1.44K 0.01% 241
2024
Q2 		$10.3K Buy
+75
New +$10.7K 0.01% 244

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Olistico Wealth's UPS Position: Q2 2026 in Review

Olistico Wealth held its United Parcel Service (UPS) position steady in Q2 2026 at 75 shares worth $8.06K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Olistico Wealth first reported a position in UPS in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.7K in Q3 2024. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Olistico Wealth held 75 shares of United Parcel Service worth $8.06K as of Q2 2026.
  • Olistico Wealth left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Olistico Wealth's portfolio in Q2 2026, its #264 holding.
  • Olistico Wealth first reported a position in United Parcel Service in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's United Parcel Service position peaked at $11.7K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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