Smith Salley Wealth Management’s United Parcel Service UPS Stock Holding History

Smith Salley Wealth 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	$484K	Buy	4,502 +858	+24%	+$89.2K	0.02%	199
2026 Q1	$358K	Buy	+3,644	New	+$391K	0.02%	210
2025 Q4	–	Sell	-3,592	Closed	-$300K	–	272
2025 Q3	$300K	Buy	3,592 +96	+3%	+$8.7K	0.02%	224
2025 Q2	$353K	Sell	3,496 -364	-9%	-$35.8K	0.02%	203
2025 Q1	$425K	Sell	3,860 -50	-1%	-$5.98K	0.03%	182
2024 Q4	$493K	Sell	3,910 -132	-3%	-$17.4K	0.03%	171
2024 Q3	$551K	Buy	4,042 +52	+1%	+$6.83K	0.04%	170
2024 Q2	$546K	Sell	3,990 -145	-4%	-$20.8K	0.04%	162
2024 Q1	$615K	Sell	4,135 -17,459	-81%	-$2.65M	0.05%	153
2023 Q4	$3.4M	Sell	21,594 -493	-2%	-$74.5K	0.22%	78
2023 Q3	$3.44M	Sell	22,087 -175	-0.8%	-$30.2K	0.26%	72
2023 Q2	$3.99M	Buy	22,262 +5,451	+32%	+$968K	0.29%	69
2023 Q1	$3.26M	Buy	16,811 +66	+0.4%	+$12.1K	0.26%	77
2022 Q4	$2.91M	Buy	16,745 +369	+2%	+$63.9K	0.25%	81
2022 Q3	$2.65M	Buy	16,376 +205	+1%	+$38.8K	0.25%	82
2022 Q2	$2.95M	Buy	16,171 +3,779	+30%	+$689K	0.26%	81
2022 Q1	$2.66M	Buy	12,392 +247	+2%	+$52.5K	0.2%	92
2021 Q4	$2.6M	Buy	12,145 +238	+2%	+$48.4K	0.18%	97
2021 Q3	$2.17M	Buy	11,907 +551	+5%	+$109K	0.17%	100
2021 Q2	$2.36M	Sell	11,356 -371	-3%	-$74.2K	0.19%	91
2021 Q1	$1.99M	Sell	11,727 -272	-2%	-$44K	0.18%	90
2020 Q4	$2.02M	Sell	11,999 -5,471	-31%	-$923K	0.2%	83
2020 Q3	$2.91M	Sell	17,470 -163	-0.9%	-$23.7K	0.35%	70
2020 Q2	$1.96M	Buy	17,633 +933	+6%	+$93.1K	0.26%	77
2020 Q1	$1.56M	Sell	16,700 -571	-3%	-$59.2K	0.26%	78
2019 Q4	$2.02M	Sell	17,271 -200	-1%	-$23.7K	0.27%	82
2019 Q3	$2.09M	Buy	17,471 +1,424	+9%	+$163K	0.3%	80
2019 Q2	$1.66M	Sell	16,047 -457	-3%	-$47.5K	0.25%	83
2019 Q1	$1.84M	Buy	16,504 +1,640	+11%	+$174K	0.3%	76
2018 Q4	$1.45M	Sell	14,864 -1,684	-10%	-$183K	0.27%	80
2018 Q3	$1.93M	Sell	16,548 -908	-5%	-$107K	0.3%	78
2018 Q2	$1.85M	Buy	17,456 +462	+3%	+$51.9K	0.32%	80
2018 Q1	$1.78M	Buy	+16,994	New	+$1.96M	0.32%	77
2015 Q1	–	Sell	-4,418	Closed	-$491K	–	174
2014 Q4	$491K	Sell	4,418 -420	-9%	-$44.3K	0.13%	124
2014 Q3	$476K	Sell	4,838 -992	-17%	-$98.6K	0.13%	138
2014 Q2	$598K	Buy	+5,830	New	+$585K	0.16%	121

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

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Smith Salley Wealth Management's UPS Position: Q2 2026 in Review

Smith Salley Wealth Management increased its United Parcel Service (UPS) stake by 24% in Q2 2026, buying an estimated $89.2K and bringing the position to 4,502 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #199.

Smith Salley Wealth Management first reported a position in UPS in Q2 2014 and has held it in 36 quarters since. The position peaked at $3.99M in Q2 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Smith Salley Wealth Management held 4,502 shares of United Parcel Service worth $484K as of Q2 2026.
Smith Salley Wealth Management bought 858 United Parcel Service shares in Q2 2026, an estimated $89.2K.
United Parcel Service made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #199 holding.
Smith Salley Wealth Management first reported a position in United Parcel Service in Q2 2014 and has held it in 36 quarters since.
Smith Salley Wealth Management's United Parcel Service position peaked at $3.99M in Q2 2023.
683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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