Onyx Bridge Wealth Group’s United Parcel Service UPS Stock Holding History

Onyx Bridge Wealth 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
2026 Q2	$773K	Buy	7,192 +170	+2%	+$17.7K	0.07%	182
2026 Q1	$691K	Sell	7,022 -963	-12%	-$103K	0.07%	178
2025 Q4	$792K	Buy	7,985 +76	+1%	+$7.11K	0.08%	163
2025 Q3	$661K	Buy	7,909 +4,948	+167%	+$448K	0.07%	184
2025 Q2	$299K	Sell	2,961 -163	-5%	-$16K	0.04%	235
2025 Q1	$344K	Sell	3,124 -532	-15%	-$63.6K	0.05%	199
2024 Q4	$461K	Buy	+3,656	New	+$481K	0.07%	166
2022 Q3	–	Sell	-1,204	Closed	-$226K	–	197
2022 Q2	$226K	Sell	1,204 -616	-34%	-$112K	0.1%	130
2022 Q1	$339K	Buy	1,820 +214	+13%	+$45.5K	0.13%	89
2021 Q4	$343K	Buy	1,606 +276	+21%	+$56.1K	0.12%	98
2021 Q3	$257K	Sell	1,330 -25	-2%	-$4.93K	0.1%	118
2021 Q2	$285K	Buy	+1,355	New	+$271K	0.12%	84

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Onyx Bridge Wealth Group's UPS Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its United Parcel Service (UPS) stake by 2.4% in Q2 2026, buying an estimated $17.7K and bringing the position to 7,192 shares worth $773K. The position accounts for 0.07% of the portfolio, ranked #182.

Onyx Bridge Wealth Group first reported a position in UPS in Q2 2021 and has held it in 12 quarters since. The position peaked at $792K in Q4 2025. 792 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Onyx Bridge Wealth Group held 7,192 shares of United Parcel Service worth $773K as of Q2 2026.
Onyx Bridge Wealth Group bought 170 United Parcel Service shares in Q2 2026, an estimated $17.7K.
United Parcel Service made up 0.07% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #182 holding.
Onyx Bridge Wealth Group first reported a position in United Parcel Service in Q2 2021 and has held it in 12 quarters since.
Onyx Bridge Wealth Group's United Parcel Service position peaked at $792K in Q4 2025.
792 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.