Premier Path Wealth Partners’s United Parcel Service UPS Stock Holding History

Premier Path Wealth Partners’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	$328K	Sell	3,053 -104	-3%	-$10.8K	0.04%	345
2026 Q1	$311K	Buy	3,157 +1,018	+48%	+$109K	0.04%	342
2025 Q4	$212K	Buy	+2,139	New	+$200K	0.03%	385
2025 Q2	–	Sell	-2,349	Closed	-$258K	–	398
2025 Q1	$258K	Sell	2,349 -306	-12%	-$36.6K	0.04%	326
2024 Q4	$335K	Sell	2,655 -248	-9%	-$32.6K	0.05%	285
2024 Q3	$396K	Sell	2,903 -306	-10%	-$40.2K	0.06%	259
2024 Q2	$439K	Sell	3,209 -308	-9%	-$44.1K	0.07%	243
2024 Q1	$523K	Sell	3,517 -57	-2%	-$8.66K	0.1%	203
2023 Q4	$562K	Buy	+3,574	New	+$540K	0.12%	177

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

Premier Path Wealth Partners's UPS Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its United Parcel Service (UPS) stake by 3.3% in Q2 2026, selling an estimated $10.8K and leaving 3,053 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #345.

Premier Path Wealth Partners first reported a position in UPS in Q4 2023 and has held it in 9 quarters since. The position peaked at $562K in Q4 2023. 919 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Premier Path Wealth Partners held 3,053 shares of United Parcel Service worth $328K as of Q2 2026.
Premier Path Wealth Partners sold 104 United Parcel Service shares in Q2 2026, an estimated $10.8K.
United Parcel Service made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #345 holding.
Premier Path Wealth Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 9 quarters since.
Premier Path Wealth Partners's United Parcel Service position peaked at $562K in Q4 2023.
919 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.