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True Wealth Design’s United Parcel Service UPS Stock Holding History

True Wealth Design’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 		$199K Buy
1,855
+131
+8% +$13.6K 0.05% 117
2026
Q1 		$170K Buy
1,724
+32
+2% +$3.43K 0.05% 115
2025
Q4 		$168K Buy
1,692
+1,231
+267% +$115K 0.05% 102
2025
Q3 		$38.5K Sell
461
-242
-34% -$21.9K 0.01% 391
2025
Q2 		$71K Buy
703
+126
+22% +$12.4K 0.03% 154
2025
Q1 		$63.4K Buy
577
+523
+969% +$62.5K 0.02% 155
2024
Q4 		$6.75K Sell
54
-160
-75% -$21.1K ﹤0.01% 479
2024
Q3 		$29.2K Buy
214
+171
+398% +$22.5K 0.01% 257
2024
Q2 		$5.91K Sell
43
-23
-35% -$3.29K ﹤0.01% 267
2024
Q1 		$9.84K Buy
66
+9
+16% +$1.37K ﹤0.01% 246
2023
Q4 		$8.99K Sell
57
-4,218
-99% -$638K ﹤0.01% 237
2023
Q3 		$666K Sell
4,275
-10
-0.2% -$1.73K 0.22% 94
2023
Q2 		$768K Buy
4,285
+1
+0% +$178 0.28% 73
2023
Q1 		$831K Buy
4,284
+4,247
+11,478% +$779K 0.35% 49
2022
Q4 		$6.46K Buy
+37
New +$6.41K ﹤0.01% 240

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

True Wealth Design's UPS Position: Q2 2026 in Review

True Wealth Design increased its United Parcel Service (UPS) stake by 7.6% in Q2 2026, buying an estimated $13.6K and bringing the position to 1,855 shares worth $199K. The position accounts for 0.05% of the portfolio, ranked #117.

True Wealth Design first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $831K in Q1 2023. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • True Wealth Design held 1,855 shares of United Parcel Service worth $199K as of Q2 2026.
  • True Wealth Design bought 131 United Parcel Service shares in Q2 2026, an estimated $13.6K.
  • United Parcel Service made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #117 holding.
  • True Wealth Design first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's United Parcel Service position peaked at $831K in Q1 2023.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.