Toth Financial Advisory’s United Parcel Service UPS Stock Holding History

Toth Financial Advisory’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	$82.9K	Sell	771 -7	-0.9%	-$728	0.01%	317
2026 Q1	$76.5K	Buy	778 +3	+0.4%	+$322	0.01%	306
2025 Q4	$76.9K	Buy	775 +117	+18%	+$10.9K	0.01%	293
2025 Q3	$55K	Buy	658 +4	+0.6%	+$362	0.01%	339
2025 Q2	$66.1K	Sell	654 -72	-10%	-$7.08K	0.01%	278
2025 Q1	$79.9K	Buy	726 +40	+6%	+$4.78K	0.01%	255
2024 Q4	$86.5K	Sell	686 -23	-3%	-$3.03K	0.01%	252
2024 Q3	$96.6K	Sell	709 -113	-14%	-$14.8K	0.01%	236
2024 Q2	$112K	Sell	822 -32	-4%	-$4.58K	0.01%	228
2024 Q1	$127K	Sell	854 -14	-2%	-$2.13K	0.02%	220
2023 Q4	$136K	Sell	868 -16	-2%	-$2.42K	0.02%	223
2023 Q3	$138K	Sell	884 -16	-2%	-$2.76K	0.02%	209
2023 Q2	$161K	Sell	900 -19	-2%	-$3.37K	0.02%	207
2023 Q1	$178K	Buy	919 +152	+20%	+$27.9K	0.03%	194
2022 Q4	$133K	Buy	767 +11	+1%	+$1.9K	0.02%	213
2022 Q3	$122K	Buy	756 +1	+0.1%	+$189	0.02%	197
2022 Q2	$138K	Buy	755 +35	+5%	+$6.38K	0.02%	193
2022 Q1	$154K	Buy	720 +11	+2%	+$2.34K	0.02%	202
2021 Q4	$152K	Buy	709 +17	+2%	+$3.46K	0.02%	215
2021 Q3	$126K	Buy	692 +1	+0.1%	+$197	0.02%	222
2021 Q2	$144K	Buy	691 +206	+42%	+$41.2K	0.02%	196
2021 Q1	$82K	Buy	485 +1	+0.2%	+$162	0.01%	247
2020 Q4	$81K	Buy	484 +1	+0.2%	+$169	0.01%	229
2020 Q3	$80K	Buy	483 +1	+0.2%	+$146	0.02%	217
2020 Q2	$54K	Buy	482 +1	+0.2%	+$100	0.01%	221
2020 Q1	$45K	Buy	481 +2	+0.4%	+$207	0.01%	186
2019 Q4	$56K	Sell	479 -2,149	-82%	-$254K	0.01%	209
2019 Q3	$315K	Buy	2,628 +2,151	+451%	+$246K	0.07%	137
2019 Q2	$49K	Sell	477 -43	-8%	-$4.47K	0.01%	226
2019 Q1	$58K	Buy	520 +1	+0.2%	+$106	0.01%	207
2018 Q4	$51K	Sell	519 -89	-15%	-$9.65K	0.01%	183
2018 Q3	$71K	Buy	608 +1	+0.2%	+$118	0.02%	193
2018 Q2	$64K	Buy	607 +51	+9%	+$5.73K	0.02%	198
2018 Q1	$58K	Buy	556 +101	+22%	+$11.7K	0.01%	204
2017 Q4	$54K	Buy	+455	New	+$53.5K	0.01%	205

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Toth Financial Advisory's UPS Position: Q2 2026 in Review

Toth Financial Advisory reduced its United Parcel Service (UPS) stake by 0.9% in Q2 2026, selling an estimated $728 and leaving 771 shares worth $82.9K. The position accounts for 0.01% of the portfolio, ranked #317.

Toth Financial Advisory first reported a position in UPS in Q4 2017 and has held it in 35 quarters since. The position peaked at $315K in Q3 2019. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Toth Financial Advisory held 771 shares of United Parcel Service worth $82.9K as of Q2 2026.
Toth Financial Advisory sold 7 United Parcel Service shares in Q2 2026, an estimated $728.
United Parcel Service made up 0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #317 holding.
Toth Financial Advisory first reported a position in United Parcel Service in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's United Parcel Service position peaked at $315K in Q3 2019.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.