VFM
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Vision Financial Markets’s United Parcel Service UPS Stock Holding History

Vision Financial Markets’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 		$248K Buy
2,283
+2
+0.1% +$208 0.22% 64
2026
Q1 		$224K Sell
2,281
-198
-8% -$21.2K 0.22% 62
2025
Q4 		$246K Sell
2,479
-199
-7% -$18.6K 0.25% 50
2025
Q3 		$224K Sell
2,678
-398
-13% -$36K 0.19% 65
2025
Q2 		$310K Sell
3,076
-58
-2% -$5.71K 0.29% 53
2025
Q1 		$345K Buy
3,134
+23
+0.7% +$2.75K 0.38% 44
2024
Q4 		$392K Buy
+3,111
New +$409K 0.42% 39

Other funds holding UPS

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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Vision Financial Markets's UPS Position: Q2 2026 in Review

Vision Financial Markets increased its United Parcel Service (UPS) stake by 0.09% in Q2 2026, buying an estimated $208 and bringing the position to 2,283 shares worth $248K. The position accounts for 0.22% of the portfolio, ranked #64.

Vision Financial Markets first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q4 2024. 834 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Vision Financial Markets held 2,283 shares of United Parcel Service worth $248K as of Q2 2026.
  • Vision Financial Markets bought 2 United Parcel Service shares in Q2 2026, an estimated $208.
  • United Parcel Service made up 0.22% of Vision Financial Markets's portfolio in Q2 2026, its #64 holding.
  • Vision Financial Markets first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's United Parcel Service position peaked at $392K in Q4 2024.
  • 834 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.