PFS
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Prospera Financial Services’s United Parcel Service UPS Stock Holding History

Prospera Financial 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 		$1.99M Sell
18,531
-32,651
-64% -$3.39M 0.03% 519
2026
Q1 		$5.04M Sell
51,182
-7,753
-13% -$831K 0.08% 258
2025
Q4 		$5.85M Buy
58,935
+10,302
+21% +$964K 0.1% 217
2025
Q3 		$4.06M Sell
48,633
-7,347
-13% -$665K 0.07% 292
2025
Q2 		$5.65M Buy
55,980
+2,178
+4% +$214K 0.11% 207
2025
Q1 		$5.92M Buy
53,802
+6,168
+13% +$738K 0.14% 168
2024
Q4 		$6.01M Sell
47,634
-9,007
-16% -$1.19M 0.14% 165
2024
Q3 		$7.72M Buy
56,641
+1,007
+2% +$132K 0.2% 113
2024
Q2 		$7.61M Sell
55,634
-2,777
-5% -$398K 0.21% 101
2024
Q1 		$8.68M Buy
58,411
+3,807
+7% +$579K 0.26% 83
2023
Q4 		$8.59M Sell
54,604
-5,839
-10% -$883K 0.28% 75
2023
Q3 		$9.42M Buy
60,443
+1,050
+2% +$181K 0.36% 55
2023
Q2 		$10.7M Buy
59,393
+9,909
+20% +$1.76M 0.41% 50
2023
Q1 		$9.6M Buy
49,484
+16,375
+49% +$3M 0.39% 43
2022
Q4 		$5.76M Sell
33,109
-11,449
-26% -$1.98M 0.29% 82
2022
Q3 		$7.2M Sell
44,558
-177
-0.4% -$33.5K 0.38% 47
2022
Q2 		$8.17M Buy
44,735
+1,747
+4% +$319K 0.42% 38
2022
Q1 		$9.22M Buy
42,988
+3,429
+9% +$729K 0.39% 35
2021
Q4 		$8.48M Buy
39,559
+1,920
+5% +$391K 0.37% 49
2021
Q3 		$6.86M Buy
37,639
+374
+1% +$73.8K 0.34% 52
2021
Q2 		$7.75M Sell
37,265
-13,046
-26% -$2.61M 0.39% 39
2021
Q1 		$8.55M Buy
50,311
+1,801
+4% +$291K 0.51% 24
2020
Q4 		$8.17M Buy
48,510
+48,031
+10,027% +$8.11M 0.56% 18
2020
Q3 		$80K Sell
479
-37,098
-99% -$5.4M 0.03% 474
2020
Q2 		$4.17M Buy
37,577
+13,556
+56% +$1.35M 0.37% 56
2020
Q1 		$2.24M Sell
24,021
-126
-0.5% -$13.1K 0.24% 102
2019
Q4 		$2.83M Buy
24,147
+5,899
+32% +$698K 0.22% 110
2019
Q3 		$2.19M Buy
18,248
+384
+2% +$43.9K 0.22% 93
2019
Q2 		$1.84M Buy
17,864
+2,214
+14% +$230K 0.21% 101
2019
Q1 		$1.78M Buy
15,650
+3,710
+31% +$393K 0.59% 42
2018
Q4 		$1.17M Buy
11,940
+573
+5% +$62.1K 0.24% 105
2018
Q3 		$1.22M Sell
11,367
-1,060
-9% -$125K 0.23% 104
2018
Q2 		$1.32M Sell
12,427
-10,477
-46% -$1.18M 0.18% 114
2018
Q1 		$2.4M Buy
22,904
+1,122
+5% +$130K 0.34% 57
2017
Q4 		$2.63M Buy
21,782
+13,556
+165% +$1.59M 0.4% 46
2017
Q3 		$986K Buy
8,226
+61
+0.7% +$6.93K 0.15% 130
2017
Q2 		$900K Sell
8,165
-235
-3% -$25.1K 0.14% 137
2017
Q1 		$900K Buy
8,400
+4,338
+107% +$474K 0.16% 118
2016
Q4 		$467K Sell
4,062
-4,100
-50% -$462K 0.09% 199
2016
Q3 		$893K Sell
8,162
-14
-0.2% -$1.53K 0.18% 105
2016
Q2 		$881K Buy
8,176
+171
+2% +$17.8K 0.18% 106
2016
Q1 		$844K Sell
8,005
-120
-1% -$11.7K 0.19% 92
2015
Q4 		$782K Sell
8,125
-10
-0.1% -$1.02K 0.17% 89
2015
Q3 		$803K Sell
8,135
-888
-10% -$87.7K 0.2% 77
2015
Q2 		$845K Buy
9,023
+375
+4% +$37.3K 0.2% 84
2015
Q1 		$809K Buy
8,648
+626
+8% +$64.2K 0.18% 81
2014
Q4 		$892K Sell
8,022
-14
-0.2% -$1.48K 0.22% 72
2014
Q3 		$760K Sell
8,036
-10
-0.1% -$994 0.2% 78
2014
Q2 		$826K Sell
8,046
-726
-8% -$72.9K 0.22% 74
2014
Q1 		$825K Buy
8,772
+6,148
+234% +$599K 0.26% 57
2013
Q4 		$276K Buy
+2,624
New +$258K 0.09% 177

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services's UPS Position: Q2 2026 in Review

Prospera Financial Services reduced its United Parcel Service (UPS) stake by 64% in Q2 2026, selling an estimated $3.39M and leaving 18,531 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #519.

Prospera Financial Services first reported a position in UPS in Q4 2013 and has held it in 51 quarters since. The position peaked at $10.7M in Q2 2023. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Prospera Financial Services held 18,531 shares of United Parcel Service worth $1.99M as of Q2 2026.
  • Prospera Financial Services sold 32,651 United Parcel Service shares in Q2 2026, an estimated $3.39M.
  • United Parcel Service made up 0.03% of Prospera Financial Services's portfolio in Q2 2026, its #519 holding.
  • Prospera Financial Services first reported a position in United Parcel Service in Q4 2013 and has held it in 51 quarters since.
  • Prospera Financial Services's United Parcel Service position peaked at $10.7M in Q2 2023.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.