Secured Retirement Advisors’s United Parcel Service UPS Stock Holding History

Secured Retirement 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	$341K	Sell	3,171 -848	-21%	-$88.2K	0.17%	122
2026 Q1	$395K	Buy	4,019 +454	+13%	+$48.7K	0.22%	113
2025 Q4	$354K	Sell	3,565 -230	-6%	-$21.5K	0.2%	107
2025 Q3	$317K	Sell	3,795 -8,717	-70%	-$790K	0.18%	109
2025 Q2	$1.26M	Buy	12,512 +2,215	+22%	+$218K	0.75%	53
2025 Q1	$1.13M	Buy	+10,297	New	+$1.23M	0.73%	58

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

Secured Retirement Advisors's UPS Position: Q2 2026 in Review

Secured Retirement Advisors reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $88.2K and leaving 3,171 shares worth $341K. The position accounts for 0.17% of the portfolio, ranked #122.

Secured Retirement Advisors first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.26M in Q2 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Secured Retirement Advisors held 3,171 shares of United Parcel Service worth $341K as of Q2 2026.
Secured Retirement Advisors sold 848 United Parcel Service shares in Q2 2026, an estimated $88.2K.
United Parcel Service made up 0.17% of Secured Retirement Advisors's portfolio in Q2 2026, its #122 holding.
Secured Retirement Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
Secured Retirement Advisors's United Parcel Service position peaked at $1.26M in Q2 2025.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.