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

Quantum Financial 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	$250K	Buy	+2,329	New	+$242K	0.13%	128

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Quantum Financial Partners opened a new position in United Parcel Service (UPS) in Q2 2026: 2,329 shares worth $250K. The stake represents 0.13% of the portfolio and ranks #128 among its holdings.

537 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Quantum Financial Partners held 2,329 shares of United Parcel Service worth $250K as of Q2 2026.
United Parcel Service was a new Quantum Financial Partners position in Q2 2026.
United Parcel Service made up 0.13% of Quantum Financial Partners's portfolio in Q2 2026, its #128 holding.
537 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.