Sax Wealth Advisors’s United Parcel Service UPS Stock Holding History

Sax 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	$331K	Buy	3,363 +917	+37%	+$95.3K	0.01%	427
2026 Q1	$243K	Hold	2,446	–	–	0.01%	434
2025 Q4	$243K	Buy	+2,446	New	+$229K	0.01%	442
2025 Q3	–	Sell	-2,607	Closed	-$263K	–	454
2025 Q2	$263K	Sell	2,607 -715	-22%	-$70.3K	0.02%	364
2025 Q1	$365K	Sell	3,322 -2,907	-47%	-$348K	0.03%	263
2024 Q4	$786K	Buy	6,229 +1,476	+31%	+$194K	0.06%	144
2024 Q3	$648K	Buy	4,753 +1,257	+36%	+$165K	0.06%	133
2024 Q2	$478K	Buy	+3,496	New	+$501K	0.05%	151
2023 Q3	–	Sell	-1,604	Closed	-$288K	–	186
2023 Q2	$288K	Hold	1,604	–	–	0.06%	139
2023 Q1	$311K	Sell	1,604 -1	-0.1%	-$183	0.07%	136
2022 Q4	$279K	Buy	+1,605	New	+$278K	0.06%	138

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

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Sax Wealth Advisors's UPS Position: Q2 2026 in Review

Sax Wealth Advisors increased its United Parcel Service (UPS) stake by 37% in Q2 2026, buying an estimated $95.3K and bringing the position to 3,363 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #427.

Sax Wealth Advisors first reported a position in UPS in Q4 2022 and has held it in 11 quarters since. The position peaked at $786K in Q4 2024. 509 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Sax Wealth Advisors held 3,363 shares of United Parcel Service worth $331K as of Q2 2026.
Sax Wealth Advisors bought 917 United Parcel Service shares in Q2 2026, an estimated $95.3K.
United Parcel Service made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #427 holding.
Sax Wealth Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 11 quarters since.
Sax Wealth Advisors's United Parcel Service position peaked at $786K in Q4 2024.
509 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.