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Valued Wealth Advisors’s United Parcel Service UPS Stock Holding History

Valued Wealth 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 		$10.7K Buy
100
+43
+75% +$4.47K ﹤0.01% 297
2026
Q1 		$5.57K Sell
57
-2
-3% -$214 ﹤0.01% 379
2025
Q4 		$5.81K Buy
59
+15
+34% +$1.4K ﹤0.01% 280
2025
Q3 		$3.67K Sell
44
-104
-70% -$9.42K ﹤0.01% 327
2025
Q2 		$14.9K Sell
148
-66
-31% -$6.49K 0.01% 175
2025
Q1 		$23.6K Sell
214
-180
-46% -$21.5K 0.01% 140
2024
Q4 		$49.7K Buy
394
+55
+16% +$7.24K 0.03% 87
2024
Q3 		$46.2K Sell
339
-44
-11% -$5.78K 0.03% 85
2024
Q2 		$52.4K Sell
383
-18
-4% -$2.58K 0.04% 70
2024
Q1 		$59.6K Buy
401
+49
+14% +$7.45K 0.04% 63
2023
Q4 		$54.8K Buy
+352
New +$53.2K 0.05% 44

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Valued Wealth Advisors's UPS Position: Q2 2026 in Review

Valued Wealth Advisors increased its United Parcel Service (UPS) stake by 75% in Q2 2026, buying an estimated $4.47K and bringing the position to 100 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Valued Wealth Advisors first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $59.6K in Q1 2024. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Valued Wealth Advisors held 100 shares of United Parcel Service worth $10.7K as of Q2 2026.
  • Valued Wealth Advisors bought 43 United Parcel Service shares in Q2 2026, an estimated $4.47K.
  • United Parcel Service made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • Valued Wealth Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's United Parcel Service position peaked at $59.6K in Q1 2024.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.