OFG
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OmniStar Financial Group’s United Parcel Service UPS Stock Holding History

OmniStar Financial Group’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
2021
Q3 		– Sell
-3,650
Closed -$759K – 176
2021
Q2 		$759K Buy
+3,650
New +$730K 0.94% 40
2018
Q4 		– Sell
-12,349
Closed -$880K – 150
2018
Q3 		$880K Buy
+12,349
New +$1.45M 0.67% 50

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

OmniStar Financial Group's UPS Position: Q2 2026 in Review

OmniStar Financial Group increased its United Parcel Service (UPS) stake by 8.2% in Q2 2026, buying an estimated $265K and bringing the position to 33,695 shares worth $3.62M. The position accounts for 1.67% of the portfolio, ranked #15.

OmniStar Financial Group first reported a position in UPS in Q4 2017 and has held it in 32 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • OmniStar Financial Group held 33,695 shares of United Parcel Service worth $3.62M as of Q2 2026.
  • OmniStar Financial Group bought 2,552 United Parcel Service shares in Q2 2026, an estimated $265K.
  • United Parcel Service made up 1.67% of OmniStar Financial Group's portfolio in Q2 2026, its #15 holding.
  • OmniStar Financial Group first reported a position in United Parcel Service in Q4 2017 and has held it in 32 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on OmniStar Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.