SLWA
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San Luis Wealth Advisors’s United Parcel Service UPS Stock Holding History

San Luis 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 		$10.3M Buy
95,517
+31,156
+48% +$3.24M 1.55% 19
2026
Q1 		$6.33M Buy
64,361
+15,338
+31% +$1.64M 1.05% 31
2025
Q4 		$4.86M Buy
49,023
+5,276
+12% +$494K 0.81% 37
2025
Q3 		$3.65M Buy
43,747
+11,787
+37% +$1.07M 0.66% 42
2025
Q2 		$3.19M Buy
31,960
+26,516
+487% +$2.61M 0.68% 40
2025
Q1 		$557K Sell
5,444
-868
-14% -$104K 0.13% 87
2024
Q4 		$796K Buy
6,312
+1,354
+27% +$178K 0.15% 70
2024
Q3 		$676K Buy
4,958
+2,560
+107% +$336K 0.14% 79
2024
Q2 		$328K Buy
+2,398
New +$343K 0.08% 93
2023
Q3 		– Sell
-9,345
Closed -$1.68M – 154
2023
Q2 		$1.68M Buy
9,345
+3,034
+48% +$539K 0.59% 35
2023
Q1 		$1.22M Buy
+6,311
New +$1.16M 0.47% 59
2022
Q2 		– Sell
-2,962
Closed -$635K – 396
2022
Q1 		$635K Buy
+2,962
New +$629K 0.31% 72
2021
Q4 		– Sell
-3,792
Closed -$691K – 152
2021
Q3 		$691K Buy
+3,792
New +$749K 0.38% 69

Other funds holding UPS

Wealth Enhancement Advisory Services
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
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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

San Luis Wealth Advisors's UPS Position: Q2 2026 in Review

San Luis Wealth Advisors increased its United Parcel Service (UPS) stake by 48% in Q2 2026, buying an estimated $3.24M and bringing the position to 95,517 shares worth $10.3M. The position accounts for 1.55% of the portfolio, ranked #19.

San Luis Wealth Advisors first reported a position in UPS in Q3 2021 and has held it in 13 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • San Luis Wealth Advisors held 95,517 shares of United Parcel Service worth $10.3M as of Q2 2026.
  • San Luis Wealth Advisors bought 31,156 United Parcel Service shares in Q2 2026, an estimated $3.24M.
  • United Parcel Service made up 1.55% of San Luis Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • San Luis Wealth Advisors first reported a position in United Parcel Service in Q3 2021 and has held it in 13 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.