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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 		– Hold
0
– -$49.2K – 1015
2026
Q1 		– Hold
0
– – – 363
2025
Q4 		– Hold
0
– – – 265
2025
Q3 		– Hold
0
– – – 282

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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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. 536 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.
  • 536 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.