SFA
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Sequoia Financial Advisors’s United Parcel Service UPS Stock Holding History

Sequoia Financial 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
2025
Q4 		– Sell
-6,600
Closed -$551K – 1994
2025
Q3 		$551K Buy
+6,600
New +$598K ﹤0.01% 1085

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

Sequoia Financial Advisors's UPS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its United Parcel Service (UPS) stake by 0.91% in Q2 2026, buying an estimated $52.8K and bringing the position to 56,624 shares worth $6.09M. The position accounts for 0.03% of the portfolio, ranked #318.

Sequoia Financial Advisors first reported a position in UPS in Q4 2013 and has held it in 49 quarters since. The position peaked at $15.2M in Q2 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sequoia Financial Advisors held 56,624 shares of United Parcel Service worth $6.09M as of Q2 2026.
  • Sequoia Financial Advisors bought 508 United Parcel Service shares in Q2 2026, an estimated $52.8K.
  • United Parcel Service made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #318 holding.
  • Sequoia Financial Advisors first reported a position in United Parcel Service in Q4 2013 and has held it in 49 quarters since.
  • Sequoia Financial Advisors's United Parcel Service position peaked at $15.2M in Q2 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.