QWM
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Quaker Wealth Management’s United Parcel Service UPS Stock Holding History

Quaker Wealth Management’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 		$77.5K Sell
721
-147
-17% -$15.3K 0.02% 130
2026
Q1 		$85.3K Buy
868
+665
+328% +$71.3K 0.03% 120
2025
Q4 		$20.1K Buy
203
+5
+3% +$468 0.01% 250
2025
Q3 		$16.6K Buy
198
+6
+3% +$543 0.01% 247
2025
Q2 		$19.4K Buy
+192
New +$18.9K 0.01% 250
2021
Q1 		$276K Sell
1,622
-104
-6% -$16.8K 0.13% 42
2020
Q4 		$291K Buy
+1,726
New +$291K 0.15% 37

Other funds holding UPS

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Quaker Wealth Management's UPS Position: Q2 2026 in Review

Quaker Wealth Management reduced its United Parcel Service (UPS) stake by 17% in Q2 2026, selling an estimated $15.3K and leaving 721 shares worth $77.5K. The position accounts for 0.02% of the portfolio, ranked #130.

Quaker Wealth Management first reported a position in UPS in Q4 2020 and has held it in 7 quarters since. The position peaked at $291K in Q4 2020. 749 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Quaker Wealth Management held 721 shares of United Parcel Service worth $77.5K as of Q2 2026.
  • Quaker Wealth Management sold 147 United Parcel Service shares in Q2 2026, an estimated $15.3K.
  • United Parcel Service made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Quaker Wealth Management first reported a position in United Parcel Service in Q4 2020 and has held it in 7 quarters since.
  • Quaker Wealth Management's United Parcel Service position peaked at $291K in Q4 2020.
  • 749 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.