Private Wealth Management Group’s United Parcel Service UPS Stock Holding History

Private Wealth Management 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	$9.78K	Buy	91 +6	+7%	+$624	﹤0.01%	587
2026 Q1	$8.36K	Buy	85 +4	+5%	+$429	﹤0.01%	584
2025 Q4	$8.04K	Buy	81 +58	+252%	+$5.42K	﹤0.01%	591
2025 Q3	$1.92K	Sell	23 -79	-77%	-$7.16K	﹤0.01%	1116
2025 Q2	$10.3K	Sell	102 -46	-31%	-$4.53K	﹤0.01%	478
2025 Q1	$16.3K	Buy	148 +123	+492%	+$14.7K	0.01%	346
2024 Q4	$3.15K	Buy	25 +4	+19%	+$526	﹤0.01%	925
2024 Q3	$2.86K	Sell	21 -32	-60%	-$4.2K	﹤0.01%	942
2024 Q2	$7.25K	Sell	53 -86	-62%	-$12.3K	﹤0.01%	557
2024 Q1	$20.7K	Buy	139 +18	+15%	+$2.74K	0.01%	264
2023 Q4	$19K	Buy	+121	New	+$18.3K	0.01%	273

Other funds holding UPS

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

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

Private Wealth Management Group's UPS Position: Q2 2026 in Review

Private Wealth Management Group increased its United Parcel Service (UPS) stake by 7.1% in Q2 2026, buying an estimated $624 and bringing the position to 91 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Private Wealth Management Group first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7K in Q1 2024. 877 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Private Wealth Management Group held 91 shares of United Parcel Service worth $9.78K as of Q2 2026.
Private Wealth Management Group bought 6 United Parcel Service shares in Q2 2026, an estimated $624.
United Parcel Service made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #587 holding.
Private Wealth Management Group first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's United Parcel Service position peaked at $20.7K in Q1 2024.
877 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.