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VisionPoint Advisory Group’s United Parcel Service UPS Stock Holding History

VisionPoint Advisory Group’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 		$276K Sell
2,567
-4,067
-61% -$423K 0.05% 378
2026
Q1 		$653K Buy
6,634
+11
+0.2% +$1.18K 0.12% 189
2025
Q4 		$657K Sell
6,623
-71
-1% -$6.64K 0.13% 178
2025
Q3 		$559K Sell
6,694
-218
-3% -$19.7K 0.11% 186
2025
Q2 		$698K Buy
6,912
+2,132
+45% +$210K 0.15% 148
2025
Q1 		$526K Buy
4,780
+737
+18% +$88.1K 0.18% 109
2024
Q4 		$501K Sell
4,043
-676
-14% -$89K 0.17% 111
2024
Q3 		$643K Buy
4,719
+4,521
+2,283% +$594K 0.22% 100
2024
Q2 		$27.1K Sell
198
-69
-26% -$9.88K 0.01% 354
2024
Q1 		$39.7K Buy
267
+15
+6% +$2.28K 0.01% 296
2023
Q4 		$39.6K Buy
252
+13
+5% +$1.97K 0.01% 275
2023
Q3 		$37.3K Buy
239
+98
+70% +$16.9K 0.02% 271
2023
Q2 		$25.3K Buy
+141
New +$25K 0.01% 266

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

VisionPoint Advisory Group's UPS Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its United Parcel Service (UPS) stake by 61% in Q2 2026, selling an estimated $423K and leaving 2,567 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #378.

VisionPoint Advisory Group first reported a position in UPS in Q2 2023 and has held it in 13 quarters since. The position peaked at $698K in Q2 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • VisionPoint Advisory Group held 2,567 shares of United Parcel Service worth $276K as of Q2 2026.
  • VisionPoint Advisory Group sold 4,067 United Parcel Service shares in Q2 2026, an estimated $423K.
  • United Parcel Service made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #378 holding.
  • VisionPoint Advisory Group first reported a position in United Parcel Service in Q2 2023 and has held it in 13 quarters since.
  • VisionPoint Advisory Group's United Parcel Service position peaked at $698K in Q2 2025.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.