Quantum Financial Advisors’s United Parcel Service UPS Stock Holding History

Quantum Financial Advisors’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	$261K	Sell	2,424 -12	-0.5%	-$1.25K	0.03%	200
2026 Q1	$240K	Buy	2,436 +116	+5%	+$12.4K	0.03%	201
2025 Q4	$230K	Buy	+2,320	New	+$217K	0.03%	191
2025 Q1	–	Sell	-1,608	Closed	-$203K	–	200
2024 Q4	$203K	Sell	1,608 -176	-10%	-$23.2K	0.03%	183
2024 Q3	$243K	Buy	1,784 +293	+20%	+$38.5K	0.04%	149
2024 Q2	$204K	Hold	1,491	–	–	0.04%	163
2024 Q1	$222K	Buy	1,491 +161	+12%	+$24.5K	0.04%	156
2023 Q4	$209K	Sell	1,330 -345	-21%	-$52.2K	0.05%	118
2023 Q3	$261K	Buy	1,675 +345	+26%	+$59.5K	0.08%	86
2023 Q2	$238K	Hold	1,330	–	–	0.07%	83
2023 Q1	$258K	Hold	1,330	–	–	0.08%	74
2022 Q4	$231K	Buy	1,330 +11	+0.8%	+$1.9K	0.1%	73
2022 Q3	$213K	Hold	1,319	–	–	0.09%	78
2022 Q2	$267K	Buy	+1,319	New	+$241K	0.1%	70

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

Quantum Financial Advisors's UPS Position: Q2 2026 in Review

Quantum Financial Advisors reduced its United Parcel Service (UPS) stake by 0.49% in Q2 2026, selling an estimated $1.25K and leaving 2,424 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #200.

Quantum Financial Advisors first reported a position in UPS in Q2 2022 and has held it in 14 quarters since. The position peaked at $267K in Q2 2022. 926 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Quantum Financial Advisors held 2,424 shares of United Parcel Service worth $261K as of Q2 2026.
Quantum Financial Advisors sold 12 United Parcel Service shares in Q2 2026, an estimated $1.25K.
United Parcel Service made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #200 holding.
Quantum Financial Advisors first reported a position in United Parcel Service in Q2 2022 and has held it in 14 quarters since.
Quantum Financial Advisors's United Parcel Service position peaked at $267K in Q2 2022.
926 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.