SW
UPS icon

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
2024
Q2 		– Hold
0
– -$178K – 608
2024
Q1 		– Hold
0
– – – 434

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.