SWA
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SOA Wealth Advisors’s United Parcel Service UPS Stock Holding History

SOA Wealth 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 		$718K Buy
44,763
+38,440
+608% +$4M 0.12% 103
2026
Q1 		$622K Hold
6,323
– – 0.12% 103
2025
Q4 		$627K Sell
6,323
-289
-4% -$27K 0.11% 106
2025
Q3 		$552K Buy
6,612
+280
+4% +$25.4K 0.09% 116
2025
Q2 		$639K Sell
6,332
-1,565
-20% -$154K 0.12% 101
2025
Q1 		$869K Buy
7,897
+4
+0.1% +$478 0.18% 78
2024
Q4 		$995K Buy
7,893
+2
+0% +$263 0.18% 72
2024
Q3 		$1.08M Sell
7,891
-1,089
-12% -$143K 0.21% 70
2024
Q2 		$1.23M Sell
8,980
-44
-0.5% -$6.3K 0.25% 66
2024
Q1 		$1.34M Buy
9,024
+3
+0% +$456 0.28% 61
2023
Q4 		$1.42M Buy
9,021
+3
+0% +$454 0.32% 56
2023
Q3 		$1.41M Buy
9,018
+47
+0.5% +$8.11K 0.35% 54
2023
Q2 		$1.61M Buy
8,971
+3
+0% +$533 0.38% 52
2023
Q1 		$1.74M Sell
8,968
-100
-1% -$18.3K 0.43% 49
2022
Q4 		$1.58M Sell
9,068
-21
-0.2% -$3.63K 0.42% 50
2022
Q3 		$1.47M Sell
9,089
-24
-0.3% -$4.54K 0.44% 50
2022
Q2 		$1.66M Buy
9,113
+11
+0.1% +$2.01K 0.49% 50
2022
Q1 		$1.95M Buy
9,102
+419
+5% +$89K 0.48% 52
2021
Q4 		$1.86M Hold
8,683
– – 0.45% 50
2021
Q3 		$1.58M Buy
8,683
+48
+0.6% +$9.47K 0.41% 53
2021
Q2 		$1.79M Hold
8,635
– – 0.46% 52
2021
Q1 		$1.47M Sell
8,635
-3
-0% -$485 0.41% 58
2020
Q4 		$1.43M Buy
+8,638
New +$1.46M 0.39% 52

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

SOA Wealth Advisors's UPS Position: Q2 2026 in Review

SOA Wealth Advisors increased its United Parcel Service (UPS) stake by 608% in Q2 2026, buying an estimated $4M and bringing the position to 44,763 shares worth $718K. The position accounts for 0.12% of the portfolio, ranked #103.

SOA Wealth Advisors first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.95M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • SOA Wealth Advisors held 44,763 shares of United Parcel Service worth $718K as of Q2 2026.
  • SOA Wealth Advisors bought 38,440 United Parcel Service shares in Q2 2026, an estimated $4M.
  • United Parcel Service made up 0.12% of SOA Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • SOA Wealth Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's United Parcel Service position peaked at $1.95M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.