SWIM
UPS icon

Smallwood Wealth Investment Management’s United Parcel Service UPS Stock Holding History

Smallwood Wealth Investment Management’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 		$14.9K Buy
139
+100
+256% +$10.4K 0.01% 300
2026
Q1 		$3.84K Hold
39
– – ﹤0.01% 378
2025
Q4 		$3.87K Hold
39
– – ﹤0.01% 366
2025
Q3 		$3.26K Hold
39
– – ﹤0.01% 372
2025
Q2 		$3.94K Hold
39
– – ﹤0.01% 362
2025
Q1 		$4.29K Buy
+39
New +$4.66K ﹤0.01% 350

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Smallwood Wealth Investment Management's UPS Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its United Parcel Service (UPS) stake by 256% in Q2 2026, buying an estimated $10.4K and bringing the position to 139 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #300.

Smallwood Wealth Investment Management first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Smallwood Wealth Investment Management held 139 shares of United Parcel Service worth $14.9K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 100 United Parcel Service shares in Q2 2026, an estimated $10.4K.
  • United Parcel Service made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #300 holding.
  • Smallwood Wealth Investment Management first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.