VSM Wealth Advisory’s United Parcel Service UPS Stock Holding History

VSM Wealth Advisory’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	$19.3K	Buy	180 +1	+0.6%	+$104	0.01%	303
2026 Q1	$17.6K	Buy	179 +29	+19%	+$3.11K	0.01%	305
2025 Q4	$14.9K	Sell	150 -93	-38%	-$8.7K	﹤0.01%	294
2025 Q3	$20.3K	Sell	243 -376	-61%	-$34.1K	0.01%	274
2025 Q2	$62.5K	Buy	619 +179	+41%	+$17.6K	0.02%	188
2025 Q1	$48.4K	Buy	440 +1	+0.2%	+$120	0.02%	199
2024 Q4	$55.3K	Buy	+439	New	+$57.8K	0.02%	186

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VSM Wealth Advisory's UPS Position: Q2 2026 in Review

VSM Wealth Advisory increased its United Parcel Service (UPS) stake by 0.56% in Q2 2026, buying an estimated $104 and bringing the position to 180 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #303.

VSM Wealth Advisory first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.5K in Q2 2025. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

VSM Wealth Advisory held 180 shares of United Parcel Service worth $19.3K as of Q2 2026.
VSM Wealth Advisory bought 1 United Parcel Service share in Q2 2026, an estimated $104.
United Parcel Service made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #303 holding.
VSM Wealth Advisory first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's United Parcel Service position peaked at $62.5K in Q2 2025.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.