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Valeo Financial Advisors’s United Parcel Service UPS Stock Holding History

Valeo Financial Advisors’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 		$2.78M Buy
25,900
+1,208
+5% +$126K 0.06% 135
2026
Q1 		$2.43M Sell
24,692
-764
-3% -$81.9K 0.06% 136
2025
Q4 		$2.52M Buy
25,456
+156
+0.6% +$14.6K 0.06% 150
2025
Q3 		$2.11M Sell
25,300
-2,469
-9% -$224K 0.05% 163
2025
Q2 		$2.8M Buy
27,769
+3,554
+15% +$350K 0.07% 135
2025
Q1 		$2.66M Sell
24,215
-1,590
-6% -$190K 0.07% 120
2024
Q4 		$3.25M Sell
25,805
-1,952
-7% -$257K 0.09% 107
2024
Q3 		$3.78M Buy
27,757
+3,922
+16% +$515K 0.11% 93
2024
Q2 		$3.26M Sell
23,835
-1,697
-7% -$243K 0.1% 99
2024
Q1 		$3.75M Buy
25,532
+1,131
+5% +$172K 0.13% 84
2023
Q4 		$3.84M Sell
24,401
-2,413
-9% -$365K 0.15% 80
2023
Q3 		$4.18M Buy
26,814
+1,456
+6% +$251K 0.19% 68
2023
Q2 		$4.55M Sell
25,358
-1,599
-6% -$284K 0.21% 66
2023
Q1 		$5.23M Buy
26,957
+1,617
+6% +$297K 0.25% 59
2022
Q4 		$4.41M Buy
25,340
+1,943
+8% +$336K 0.24% 62
2022
Q3 		$3.78M Buy
23,397
+35
+0.1% +$6.63K 0.24% 62
2022
Q2 		$4.26M Sell
23,362
-476
-2% -$86.8K 0.27% 60
2022
Q1 		$5.11M Buy
23,838
+1,263
+6% +$268K 0.26% 60
2021
Q4 		$4.84M Sell
22,575
-1,259
-5% -$256K 0.26% 58
2021
Q3 		$4.34M Sell
23,834
-689
-3% -$136K 0.25% 63
2021
Q2 		$5.1M Buy
24,523
+500
+2% +$100K 0.31% 48
2021
Q1 		$4.08M Buy
24,023
+1,512
+7% +$245K 0.19% 67
2020
Q4 		$3.79M Buy
22,511
+293
+1% +$49.5K 0.19% 65
2020
Q3 		$3.7M Sell
22,218
-585
-3% -$85.2K 0.32% 47
2020
Q2 		$2.53M Sell
22,803
-13
-0.1% -$1.3K 0.23% 67
2020
Q1 		$2.25M Buy
22,816
+176
+0.8% +$18.2K 0.24% 65
2019
Q4 		$2.65M Buy
22,640
+548
+2% +$64.9K 0.26% 58
2019
Q3 		$2.65M Sell
22,092
-378
-2% -$43.2K 0.29% 56
2019
Q2 		$2.32M Sell
22,470
-343
-2% -$35.7K 0.27% 63
2019
Q1 		$2.55M Buy
22,813
+994
+5% +$105K 0.31% 55
2018
Q4 		$2.13M Sell
21,819
-472
-2% -$51.2K 0.3% 57
2018
Q3 		$2.38M Buy
22,291
+103
+0.5% +$12.1K 0.32% 54
2018
Q2 		$2.62M Buy
22,188
+215
+1% +$24.1K 0.37% 49
2018
Q1 		$2.3M Buy
21,973
+990
+5% +$114K 0.37% 53
2017
Q4 		$2.5M Buy
20,983
+2,115
+11% +$249K 0.41% 53
2017
Q3 		$2.27M Buy
+18,868
New +$2.14M 0.51% 44

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

Valeo Financial Advisors's UPS Position: Q2 2026 in Review

Valeo Financial Advisors increased its United Parcel Service (UPS) stake by 4.9% in Q2 2026, buying an estimated $126K and bringing the position to 25,900 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #135.

Valeo Financial Advisors first reported a position in UPS in Q3 2017 and has held it in 36 quarters since. The position peaked at $5.23M in Q1 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Valeo Financial Advisors held 25,900 shares of United Parcel Service worth $2.78M as of Q2 2026.
  • Valeo Financial Advisors bought 1,208 United Parcel Service shares in Q2 2026, an estimated $126K.
  • United Parcel Service made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • Valeo Financial Advisors first reported a position in United Parcel Service in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's United Parcel Service position peaked at $5.23M in Q1 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.