SeaCrest Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $291K | Sell |
2,707
-1,567
| -37% | -$163K | 0.03% | 424 |
|
|
2026
Q1 | $421K | Sell |
4,274
-813
| -16% | -$87.2K | 0.05% | 373 |
|
|
2025
Q4 | $536K | Sell |
5,087
-282
| -5% | -$26.4K | 0.05% | 304 |
|
|
2025
Q3 | $463K | Sell |
5,369
-120
| -2% | -$10.9K | 0.05% | 328 |
|
|
2025
Q2 | $554K | Sell |
5,489
-229
| -4% | -$22.5K | 0.06% | 288 |
|
|
2025
Q1 | $629K | Buy |
5,718
+325
| +6% | +$38.9K | 0.07% | 270 |
|
|
2024
Q4 | $680K | Buy |
5,393
+150
| +3% | +$19.7K | 0.07% | 264 |
|
|
2024
Q3 | $715K | Sell |
5,243
-623
| -11% | -$81.8K | 0.08% | 257 |
|
|
2024
Q2 | $803K | Sell |
5,866
-769
| -12% | -$110K | 0.09% | 209 |
|
|
2024
Q1 | $986K | Sell |
6,635
-558
| -8% | -$84.8K | 0.12% | 177 |
|
|
2023
Q4 | $1.14M | Buy |
7,193
+69
| +1% | +$10.4K | 0.14% | 148 |
|
|
2023
Q3 | $1.11M | Sell |
7,124
-205
| -3% | -$35.4K | 0.14% | 148 |
|
|
2023
Q2 | $1.31M | Sell |
7,329
-484
| -6% | -$85.9K | 0.17% | 128 |
|
|
2023
Q1 | $1.52M | Sell |
7,813
-256
| -3% | -$47K | 0.21% | 102 |
|
|
2022
Q4 | $1.4M | Buy |
8,069
+1,110
| +16% | +$192K | 0.2% | 108 |
|
|
2022
Q3 | $1.12M | Sell |
6,959
-1,183
| -15% | -$224K | 0.17% | 129 |
|
|
2022
Q2 | $1.49M | Sell |
8,142
-245
| -3% | -$44.7K | 0.19% | 99 |
|
|
2022
Q1 | $1.8M | Sell |
8,387
-571
| -6% | -$121K | 0.21% | 97 |
|
|
2021
Q4 | $1.92M | Sell |
8,958
-183
| -2% | -$37.2K | 0.21% | 89 |
|
|
2021
Q3 | $1.67M | Sell |
9,141
-4,026
| -31% | -$795K | 0.2% | 102 |
|
|
2021
Q2 | $2.74M | Sell |
13,167
-434
| -3% | -$86.8K | 0.33% | 63 |
|
|
2021
Q1 | $2.31M | Buy |
13,601
+166
| +1% | +$26.9K | 0.31% | 69 |
|
|
2020
Q4 | $2.26M | Buy |
13,435
+1,784
| +15% | +$301K | 0.32% | 68 |
|
|
2020
Q3 | $1.94M | Buy |
11,651
+4,272
| +58% | +$622K | 0.31% | 68 |
|
|
2020
Q2 | $820K | Buy |
7,379
+1,197
| +19% | +$119K | 0.14% | 165 |
|
|
2020
Q1 | $578K | Buy |
6,182
+240
| +4% | +$24.9K | 0.12% | 184 |
|
|
2019
Q4 | $696K | Sell |
5,942
-425
| -7% | -$50.3K | 0.12% | 204 |
|
|
2019
Q3 | $763K | Buy |
6,367
+487
| +8% | +$55.7K | 0.14% | 180 |
|
|
2019
Q2 | $607K | Buy |
5,880
+552
| +10% | +$57.4K | 0.12% | 200 |
|
|
2019
Q1 | $595K | Sell |
5,328
-1,299
| -20% | -$138K | 0.1% | 201 |
|
|
2018
Q4 | $646K | Buy |
6,627
+783
| +13% | +$84.9K | 0.13% | 169 |
|
|
2018
Q3 | $682K | Sell |
5,844
-93
| -2% | -$10.9K | 0.12% | 185 |
|
|
2018
Q2 | $631K | Sell |
5,937
-37
| -0.6% | -$4.16K | 0.11% | 190 |
|
|
2018
Q1 | $625K | Buy |
5,974
+165
| +3% | +$19.1K | 0.11% | 187 |
|
|
2017
Q4 | $692K | Buy |
+5,809
| New | +$683K | 0.13% | 164 |
|
Other funds holding UPS
SLAM
MIHAS
MFG
DC
AI
SeaCrest Wealth Management's UPS Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its United Parcel Service (UPS) stake by 37% in Q2 2026, selling an estimated $163K and leaving 2,707 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #424.
SeaCrest Wealth Management first reported a position in UPS in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.74M in Q2 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- SeaCrest Wealth Management held 2,707 shares of United Parcel Service worth $291K as of Q2 2026.
- SeaCrest Wealth Management sold 1,567 United Parcel Service shares in Q2 2026, an estimated $163K.
- United Parcel Service made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #424 holding.
- SeaCrest Wealth Management first reported a position in United Parcel Service in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's United Parcel Service position peaked at $2.74M in Q2 2021.
- 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.