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Synergy Asset Management’s United Parcel Service UPS Stock Holding History

Synergy Asset 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 		$283K Buy
+2,633
New +$274K 0.03% 218
2026
Q1 		– Sell
-2,099
Closed -$208K – 308
2025
Q4 		$208K Buy
+2,099
New +$196K 0.02% 216
2025
Q1 		– Sell
-35
Closed -$4.77K – 796
2024
Q4 		$4.77K Buy
+35
New +$4.61K ﹤0.01% 577

Other funds holding UPS

Wealth Enhancement Advisory Services
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
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 Teachers Retirement System (NYSTRS)
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Synergy Asset Management's UPS Position: Q2 2026 in Review

Synergy Asset Management opened a new position in United Parcel Service (UPS) in Q2 2026: 2,633 shares worth $283K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in UPS as recently as Q4 2025.

Synergy Asset Management first reported a position in UPS in Q4 2024 and has held it in 3 quarters since. 829 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Synergy Asset Management held 2,633 shares of United Parcel Service worth $283K as of Q2 2026.
  • United Parcel Service was a new Synergy Asset Management position in Q2 2026.
  • United Parcel Service made up 0.03% of Synergy Asset Management's portfolio in Q2 2026, its #218 holding.
  • Synergy Asset Management first reported a position in United Parcel Service in Q4 2024 and has held it in 3 quarters since.
  • 829 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.