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Total Clarity Wealth Management’s United Parcel Service UPS Stock Holding History

Total Clarity 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 		$2.04M Buy
18,973
+156
+0.8% +$16.2K 0.4% 64
2026
Q1 		$1.85M Sell
18,817
-12,928
-41% -$1.39M 0.43% 61
2025
Q4 		$3.15M Sell
31,745
-118
-0.4% -$11K 0.76% 38
2025
Q3 		$2.66M Buy
31,863
+12,480
+64% +$1.13M 0.71% 37
2025
Q2 		$1.96M Sell
19,383
-2,348
-11% -$231K 0.56% 47
2025
Q1 		$2.74M Hold
21,731
– – 0.89% 31
2024
Q4 		$2.74M Sell
21,731
-2,419
-10% -$318K 0.89% 31
2024
Q3 		$3.29M Buy
24,150
+20,461
+555% +$2.69M 1.06% 20
2024
Q2 		$505K Sell
3,689
-469
-11% -$67.1K 0.18% 133
2024
Q1 		$618K Sell
4,158
-49
-1% -$7.45K 0.21% 124
2023
Q4 		$661K Buy
4,207
+1,807
+75% +$273K 0.27% 103
2023
Q3 		$374K Buy
2,400
+294
+14% +$50.7K 0.18% 139
2023
Q2 		$378K Buy
+2,106
New +$374K 0.19% 132
2023
Q1 		– Sell
-3,005
Closed -$522K – 245
2022
Q4 		$522K Buy
3,005
+1,545
+106% +$267K 0.27% 97
2022
Q3 		$236K Buy
1,460
+847
+138% +$160K 0.15% 183
2022
Q2 		$112K Buy
+613
New +$112K 0.06% 305
2022
Q1 		– Sell
-500
Closed -$107K – 873
2021
Q4 		$107K Hold
500
– – 0.05% 304
2021
Q3 		$91K Buy
+500
New +$98.7K 0.04% 320
2021
Q2 		– Sell
-300
Closed -$51K – 713
2021
Q1 		$51K Buy
+300
New +$48.5K 0.03% 337
2020
Q1 		– Sell
-300
Closed -$35K – 586
2019
Q4 		$35K Buy
+300
New +$35.5K 0.03% 317

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

Total Clarity Wealth Management's UPS Position: Q2 2026 in Review

Total Clarity Wealth Management increased its United Parcel Service (UPS) stake by 0.83% in Q2 2026, buying an estimated $16.2K and bringing the position to 18,973 shares worth $2.04M. The position accounts for 0.4% of the portfolio, ranked #64.

Total Clarity Wealth Management first reported a position in UPS in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.29M in Q3 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Total Clarity Wealth Management held 18,973 shares of United Parcel Service worth $2.04M as of Q2 2026.
  • Total Clarity Wealth Management bought 156 United Parcel Service shares in Q2 2026, an estimated $16.2K.
  • United Parcel Service made up 0.4% of Total Clarity Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Total Clarity Wealth Management first reported a position in United Parcel Service in Q4 2019 and has held it in 20 quarters since.
  • Total Clarity Wealth Management's United Parcel Service position peaked at $3.29M in Q3 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.