Retirement Wealth Solutions’s United Parcel Service UPS Stock Holding History

Retirement Wealth Solutions’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	$3.23K	Buy	30 +11	+58%	+$1.14K	﹤0.01%	431
2026 Q1	$1.87K	Sell	19 -10	-34%	-$1.07K	﹤0.01%	510
2025 Q4	$2.88K	Buy	+29	New	+$2.71K	﹤0.01%	400
2025 Q3	–	Sell	-22	Closed	-$2.22K	–	860
2025 Q2	$2.22K	Hold	22	–	–	﹤0.01%	371
2025 Q1	$2.42K	Buy	22 +15	+214%	+$1.79K	﹤0.01%	353
2024 Q4	$863	Buy	+7	New	+$921	﹤0.01%	381

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Wealth Solutions's UPS Position: Q2 2026 in Review

Retirement Wealth Solutions increased its United Parcel Service (UPS) stake by 58% in Q2 2026, buying an estimated $1.14K and bringing the position to 30 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Retirement Wealth Solutions first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. 860 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Retirement Wealth Solutions held 30 shares of United Parcel Service worth $3.23K as of Q2 2026.
Retirement Wealth Solutions bought 11 United Parcel Service shares in Q2 2026, an estimated $1.14K.
United Parcel Service made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #431 holding.
Retirement Wealth Solutions first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
860 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.