SWM
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Spire Wealth Management’s United Parcel Service UPS Stock Holding History

Spire 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 		$262K Buy
2,441
+4
+0.2% +$416 0.01% 707
2026
Q1 		$240K Sell
2,437
-10,574
-81% -$1.13M 0.01% 727
2025
Q4 		$1.29M Buy
13,011
+7,680
+144% +$718K 0.04% 340
2025
Q3 		$445K Buy
5,331
+44
+0.8% +$3.98K 0.02% 558
2025
Q2 		$534K Sell
5,287
-27,317
-84% -$2.69M 0.02% 490
2025
Q1 		$3.59M Buy
32,604
+21,533
+194% +$2.57M 0.11% 160
2024
Q4 		$1.4M Buy
11,071
+871
+9% +$115K 0.04% 318
2024
Q3 		$1.39M Sell
10,200
-2,185
-18% -$287K 0.05% 302
2024
Q2 		$1.69M Buy
12,385
+726
+6% +$104K 0.06% 252
2024
Q1 		$1.73M Buy
11,659
+230
+2% +$35K 0.03% 273
2023
Q4 		$1.79M Buy
11,429
+537
+5% +$81.2K 0.06% 260
2023
Q3 		$1.7M Buy
10,892
+5,183
+91% +$895K 0.06% 244
2023
Q2 		$1.02M Sell
5,709
-1,027
-15% -$182K 0.04% 346
2023
Q1 		$1.31M Buy
6,736
+3,036
+82% +$557K 0.05% 293
2022
Q4 		$643K Buy
3,700
+458
+14% +$79.3K 0.04% 307
2022
Q3 		$524K Sell
3,242
-8,249
-72% -$1.56M 0.03% 323
2022
Q2 		$2.1M Sell
11,491
-4,387
-28% -$800K 0.09% 207
2022
Q1 		$3.4M Sell
15,878
-781
-5% -$166K 0.09% 198
2021
Q4 		$3.56M Buy
16,659
+2,188
+15% +$445K 0.08% 211
2021
Q3 		$2.63M Buy
14,471
+858
+6% +$169K 0.07% 240
2021
Q2 		$2.83M Sell
13,613
-2,894
-18% -$579K 0.08% 232
2021
Q1 		$2M Buy
+16,507
New +$2.67M 0.05% 281

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

Spire Wealth Management's UPS Position: Q2 2026 in Review

Spire Wealth Management increased its United Parcel Service (UPS) stake by 0.16% in Q2 2026, buying an estimated $416 and bringing the position to 2,441 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #707.

Spire Wealth Management first reported a position in UPS in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.59M in Q1 2025. 906 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Spire Wealth Management held 2,441 shares of United Parcel Service worth $262K as of Q2 2026.
  • Spire Wealth Management bought 4 United Parcel Service shares in Q2 2026, an estimated $416.
  • United Parcel Service made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #707 holding.
  • Spire Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's United Parcel Service position peaked at $3.59M in Q1 2025.
  • 906 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.