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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 		– Sell
-1,400
Closed -$1.24K – 199
2026
Q1 		$1.24K Hold
1,400
– – ﹤0.01% 174
2025
Q4 		$3.13K Hold
1,400
– – ﹤0.01% 180
2025
Q3 		$1.99K Buy
+1,400
New +$127K ﹤0.01% 178

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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. 369 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.
  • 369 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.