RAFFA WEALTH MANAGEMENT, LLC’s United Parcel Service UPS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$29.6K	Sell	275 -1	-0.4%	-$104	﹤0.01%	231
2026 Q1	$27.2K	Buy	276 +15	+6%	+$1.61K	﹤0.01%	228
2025 Q4	$25.9K	Sell	261 -20	-7%	-$1.87K	﹤0.01%	233
2025 Q3	$23.5K	Buy	281 +15	+6%	+$1.36K	﹤0.01%	243
2025 Q2	$26.9K	Sell	266 -24	-8%	-$2.36K	0.01%	228
2025 Q1	$31.9K	Sell	290 -50	-15%	-$5.98K	0.01%	178
2024 Q4	$42.9K	Buy	340 +24	+8%	+$3.16K	0.01%	159
2024 Q3	$43.1K	Hold	316	–	–	0.01%	154
2024 Q2	$43.2K	Hold	316	–	–	0.01%	207
2024 Q1	$47K	Hold	316	–	–	0.01%	197
2023 Q4	$49.7K	Hold	316	–	–	0.02%	134
2023 Q3	$49.3K	Hold	316	–	–	0.02%	135
2023 Q2	$56.6K	Sell	316 -325	-51%	-$57.7K	0.02%	122
2023 Q1	$124K	Buy	641 +5	+0.8%	+$917	0.05%	84
2022 Q4	$111K	Hold	636	–	–	0.05%	77
2022 Q3	$103K	Hold	636	–	–	0.05%	81
2022 Q2	$116K	Hold	636	–	–	0.05%	80
2022 Q1	$136K	Sell	636 -67	-10%	-$14.2K	0.05%	72
2021 Q4	$151K	Sell	703 -11	-2%	-$2.24K	0.05%	70
2021 Q3	$130K	Buy	714 +15	+2%	+$2.96K	0.05%	62
2021 Q2	$145K	Buy	699 +28	+4%	+$5.6K	0.05%	60
2021 Q1	$114K	Buy	671 +14	+2%	+$2.27K	0.04%	89
2020 Q4	$111K	Buy	657 +12	+2%	+$2.02K	0.04%	85
2020 Q3	$107K	Buy	645 +7	+1%	+$1.02K	0.04%	82
2020 Q2	$70.9K	Buy	638 +5	+0.8%	+$499	0.03%	94
2020 Q1	$59.4K	Sell	633 -147	-19%	-$15.2K	0.02%	96
2019 Q4	$91.3K	Hold	780	–	–	0.03%	96
2019 Q3	$93.5K	Buy	+780	New	+$89.2K	0.03%	93
2019 Q2	–	Sell	-607	Closed	-$67.8K	–	1351
2019 Q1	$67.8K	Hold	607	–	–	0.03%	99
2018 Q4	$59.2K	Hold	607	–	–	0.02%	120
2018 Q3	$70.9K	Hold	607	–	–	0.03%	119
2018 Q2	$64.5K	Hold	607	–	–	0.02%	112
2018 Q1	$63.5K	Buy	607 +52	+9%	+$6.01K	0.02%	105
2017 Q4	$66.1K	Hold	555	–	–	0.03%	105
2017 Q3	$66.7K	Hold	555	–	–	0.03%	108
2017 Q2	$61.4K	Hold	555	–	–	0.03%	109
2017 Q1	$59.6K	Sell	555 -53	-9%	-$5.79K	0.03%	85
2016 Q4	$69.7K	Buy	608 +325	+115%	+$36.6K	0.04%	78
2016 Q3	$30.9K	Hold	283	–	–	0.02%	116
2016 Q2	$30.5K	Hold	283	–	–	0.02%	112
2016 Q1	$29.8K	Hold	283	–	–	0.02%	121
2015 Q4	$27.2K	Sell	283 -61	-18%	-$6.23K	0.02%	116
2015 Q3	$33.9K	Buy	344 +100	+41%	+$9.88K	0.02%	109
2015 Q2	$23.6K	Hold	244	–	–	0.01%	127
2015 Q1	$23.7K	Hold	244	–	–	0.01%	114
2014 Q4	$27.1K	Hold	244	–	–	0.02%	111
2014 Q3	$24K	Buy	244 +14	+6%	+$1.39K	0.02%	109
2014 Q2	$23.6K	Sell	230 -2,349	-91%	-$236K	0.02%	110
2014 Q1	$251K	Buy	2,579 +2,335	+957%	+$228K	0.2%	39
2013 Q4	$27.1K	Buy	+244	New	+$24K	0.02%	111

Other funds holding UPS

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

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 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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UPS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its United Parcel Service (UPS) stake by 0.36% in Q2 2026, selling an estimated $104 and leaving 275 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UPS in Q4 2013 and has held it in 50 quarters since. The position peaked at $251K in Q1 2014. 750 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 275 shares of United Parcel Service worth $29.6K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 1 United Parcel Service share in Q2 2026, an estimated $104.
United Parcel Service made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #231 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in United Parcel Service in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's United Parcel Service position peaked at $251K in Q1 2014.
750 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.