RFG - Bristol Wealth Advisors’s United Parcel Service UPS Stock Holding History

RFG - Bristol Wealth 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	$232K	Sell	2,157 -46	-2%	-$4.78K	0.06%	164
2026 Q1	$217K	Hold	2,203	–	–	0.06%	167
2025 Q4	$218K	Buy	+2,203	New	+$206K	0.06%	165
2025 Q3	–	Sell	-4,438	Closed	-$448K	–	186
2025 Q2	$448K	Sell	4,438 -321	-7%	-$31.6K	0.14%	116
2025 Q1	$523K	Sell	4,759 -2,493	-34%	-$298K	0.18%	100
2024 Q4	$914K	Buy	+7,252	New	+$954K	0.3%	72

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

RFG - Bristol Wealth Advisors's UPS Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its United Parcel Service (UPS) stake by 2.1% in Q2 2026, selling an estimated $4.78K and leaving 2,157 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #164.

RFG - Bristol Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $914K in Q4 2024. 919 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

RFG - Bristol Wealth Advisors held 2,157 shares of United Parcel Service worth $232K as of Q2 2026.
RFG - Bristol Wealth Advisors sold 46 United Parcel Service shares in Q2 2026, an estimated $4.78K.
United Parcel Service made up 0.06% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #164 holding.
RFG - Bristol Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
RFG - Bristol Wealth Advisors's United Parcel Service position peaked at $914K in Q4 2024.
919 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.