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SteelPeak Wealth’s United Parcel Service UPS Stock Holding History

SteelPeak Wealth’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 		$591K Sell
5,496
-8,034
-59% -$835K 0.02% 397
2026
Q1 		$1.33M Sell
13,530
-2,291
-14% -$246K 0.04% 250
2025
Q4 		$1.57M Sell
15,821
-35,467
-69% -$3.32M 0.05% 236
2025
Q3 		$4.28M Buy
51,288
+38,587
+304% +$3.49M 0.14% 113
2025
Q2 		$1.28M Sell
12,701
-32,926
-72% -$3.24M 0.05% 240
2025
Q1 		$5.02M Buy
45,627
+41,047
+896% +$4.91M 0.21% 99
2024
Q4 		$578K Sell
4,580
-27,189
-86% -$3.58M 0.02% 325
2024
Q3 		$4.33M Buy
31,769
+28,533
+882% +$3.75M 0.19% 94
2024
Q2 		$443K Sell
3,236
-44,644
-93% -$6.39M 0.02% 325
2024
Q1 		$7.12M Buy
47,880
+45,299
+1,755% +$6.89M 0.36% 63
2023
Q4 		$406K Buy
2,581
+440
+21% +$66.5K 0.02% 303
2023
Q3 		$334K Buy
2,141
+129
+6% +$22.3K 0.02% 314
2023
Q2 		$361K Buy
+2,012
New +$357K 0.02% 296
2023
Q1 		– Sell
-1,512
Closed -$263K – 468
2022
Q4 		$263K Buy
1,512
+149
+11% +$25.8K 0.02% 329
2022
Q3 		$220K Buy
1,363
+206
+18% +$39K 0.02% 360
2022
Q2 		$211K Sell
1,157
-2,094
-64% -$382K 0.02% 367
2022
Q1 		$697K Buy
3,251
+2,274
+233% +$483K 0.04% 232
2021
Q4 		$209K Sell
977
-150
-13% -$30.5K 0.01% 380
2021
Q3 		$205K Sell
1,127
-510
-31% -$101K 0.01% 392
2021
Q2 		$340K Sell
1,637
-5,155
-76% -$1.03M 0.02% 318
2021
Q1 		$1.16M Buy
6,792
+4,172
+159% +$675K 0.09% 144
2020
Q4 		$441K Sell
2,620
-1,120
-30% -$189K 0.04% 222
2020
Q3 		$623K Buy
+3,740
New +$545K 0.07% 160
2020
Q2 		– Sell
-2,784
Closed -$260K – 317
2020
Q1 		$260K Buy
+2,784
New +$288K 0.04% 184

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

SteelPeak Wealth's UPS Position: Q2 2026 in Review

SteelPeak Wealth reduced its United Parcel Service (UPS) stake by 59% in Q2 2026, selling an estimated $835K and leaving 5,496 shares worth $591K. The position accounts for 0.02% of the portfolio, ranked #397.

SteelPeak Wealth first reported a position in UPS in Q1 2020 and has held it in 24 quarters since. The position peaked at $7.12M in Q1 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • SteelPeak Wealth held 5,496 shares of United Parcel Service worth $591K as of Q2 2026.
  • SteelPeak Wealth sold 8,034 United Parcel Service shares in Q2 2026, an estimated $835K.
  • United Parcel Service made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #397 holding.
  • SteelPeak Wealth first reported a position in United Parcel Service in Q1 2020 and has held it in 24 quarters since.
  • SteelPeak Wealth's United Parcel Service position peaked at $7.12M in Q1 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.