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Teamwork Financial Advisors’s United Parcel Service UPS Stock Holding History

Teamwork Financial 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 		– Sell
-2,123
Closed -$209K – 237
2026
Q1 		$209K Sell
2,123
-16,228
-88% -$1.74M 0.02% 202
2025
Q4 		$1.82M Sell
18,351
-2,708
-13% -$253K 0.18% 81
2025
Q3 		$1.76M Buy
21,059
+5,504
+35% +$499K 0.18% 84
2025
Q2 		$1.57M Buy
15,555
+3,988
+34% +$392K 0.18% 82
2025
Q1 		$1.27M Buy
11,567
+1,777
+18% +$212K 0.17% 80
2024
Q4 		$1.23M Buy
9,790
+3,520
+56% +$463K 0.16% 79
2024
Q3 		$855K Buy
+6,270
New +$823K 0.12% 81
2022
Q2 		– Sell
-6,592
Closed -$1.41M – 254
2022
Q1 		$1.41M Buy
6,592
+1,799
+38% +$382K 0.26% 71
2021
Q4 		$1.03M Sell
4,793
-559
-10% -$114K 0.19% 118
2021
Q3 		$975K Buy
5,352
+721
+16% +$142K 0.19% 96
2021
Q2 		$963K Sell
4,631
-788
-15% -$158K 0.2% 97
2021
Q1 		$921K Sell
5,419
-100
-2% -$16.2K 0.22% 100
2020
Q4 		$929K Buy
5,519
+969
+21% +$164K 0.22% 90
2020
Q3 		$758K Sell
4,550
-2,598
-36% -$378K 0.23% 93
2020
Q2 		$795K Buy
7,148
+4,397
+160% +$439K 0.28% 81
2020
Q1 		$257K Buy
+2,751
New +$285K 0.16% 96

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

Teamwork Financial Advisors's UPS Position: Q2 2026 in Review

Teamwork Financial Advisors sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 2,123 shares — an estimated $209K sold.

Teamwork Financial Advisors first reported a position in UPS in Q1 2020 and held it in 16 quarters. The position peaked at $1.82M in Q4 2025. 919 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Teamwork Financial Advisors reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Teamwork Financial Advisors sold 2,123 United Parcel Service shares in Q2 2026, an estimated $209K.
  • Teamwork Financial Advisors first reported a position in United Parcel Service in Q1 2020 and held it in 16 quarters.
  • Teamwork Financial Advisors's United Parcel Service position peaked at $1.82M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.