Peterson Wealth Services’s United Parcel Service UPS Stock Holding History

Peterson Wealth Services’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	$225K	Buy	2,089 +726	+53%	+$75.5K	0.05%	123
2026 Q1	$134K	Buy	1,363 +439	+48%	+$47.1K	0.03%	142
2025 Q4	$91.6K	Sell	924 -3,684	-80%	-$345K	0.02%	145
2025 Q3	$103K	Buy	4,608 +3,477	+307%	+$315K	0.03%	150
2025 Q2	$114K	Sell	1,131 -149	-12%	-$14.7K	0.03%	143
2025 Q1	$141K	Buy	1,280 +18	+1%	+$2.15K	0.04%	134
2024 Q4	$159K	Buy	1,262 +11	+0.9%	+$1.45K	0.05%	128
2024 Q3	$171K	Buy	+1,251	New	+$164K	0.05%	133

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Peterson Wealth Services's UPS Position: Q2 2026 in Review

Peterson Wealth Services increased its United Parcel Service (UPS) stake by 53% in Q2 2026, buying an estimated $75.5K and bringing the position to 2,089 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #123.

Peterson Wealth Services first reported a position in UPS in Q3 2024 and has held it in 8 quarters since. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Peterson Wealth Services held 2,089 shares of United Parcel Service worth $225K as of Q2 2026.
Peterson Wealth Services bought 726 United Parcel Service shares in Q2 2026, an estimated $75.5K.
United Parcel Service made up 0.05% of Peterson Wealth Services's portfolio in Q2 2026, its #123 holding.
Peterson Wealth Services first reported a position in United Parcel Service in Q3 2024 and has held it in 8 quarters since.
926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.