TWM
UPS icon

Thrive Wealth Management’s United Parcel Service UPS Stock Holding History

Thrive 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 		$355K Buy
3,299
+187
+6% +$19.4K 0.05% 165
2026
Q1 		$306K Sell
3,112
-653
-17% -$70K 0.05% 176
2025
Q4 		$373K Buy
+3,765
New +$352K 0.05% 155
2025
Q3 		– Sell
-3,562
Closed -$360K – 252
2025
Q2 		$360K Buy
3,562
+176
+5% +$17.3K 0.06% 153
2025
Q1 		$372K Buy
3,386
+1,056
+45% +$126K 0.07% 138
2024
Q4 		$294K Sell
2,330
-998
-30% -$131K 0.05% 158
2024
Q3 		$454K Buy
3,328
+374
+13% +$49.1K 0.08% 124
2024
Q2 		$404K Sell
2,954
-1,611
-35% -$231K 0.08% 137
2024
Q1 		$679K Buy
4,565
+205
+5% +$31.2K 0.14% 87
2023
Q4 		$686K Sell
4,360
-167
-4% -$25.3K 0.15% 84
2023
Q3 		$706K Sell
4,527
-276
-6% -$47.6K 0.19% 73
2023
Q2 		$861K Buy
4,803
+236
+5% +$41.9K 0.22% 62
2023
Q1 		$886K Buy
4,567
+439
+11% +$80.5K 0.23% 52
2022
Q4 		$718K Buy
4,128
+428
+12% +$74.1K 0.21% 62
2022
Q3 		$598K Buy
3,700
+1,242
+51% +$235K 0.21% 71
2022
Q2 		$449K Buy
2,458
+217
+10% +$39.6K 0.16% 82
2022
Q1 		$481K Buy
2,241
+5
+0.2% +$1.06K 0.14% 83
2021
Q4 		$479K Buy
+2,236
New +$455K 0.16% 78

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Thrive Wealth Management increased its United Parcel Service (UPS) stake by 6% in Q2 2026, buying an estimated $19.4K and bringing the position to 3,299 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #165.

Thrive Wealth Management first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $886K in Q1 2023. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Thrive Wealth Management held 3,299 shares of United Parcel Service worth $355K as of Q2 2026.
  • Thrive Wealth Management bought 187 United Parcel Service shares in Q2 2026, an estimated $19.4K.
  • United Parcel Service made up 0.05% of Thrive Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Thrive Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Thrive Wealth Management's United Parcel Service position peaked at $886K in Q1 2023.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.