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Waddell & Associates’s United Parcel Service UPS Stock Holding History

Waddell & Associates’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 		$729K Buy
6,784
+1,342
+25% +$140K 0.04% 180
2026
Q1 		$535K Sell
5,442
-552
-9% -$59.2K 0.03% 218
2025
Q4 		$595K Buy
+5,994
New +$561K 0.04% 142
2025
Q3 		– Sell
-2,261
Closed -$228K – 338
2025
Q2 		$228K Buy
+2,261
New +$222K 0.02% 208

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

Waddell & Associates's UPS Position: Q2 2026 in Review

Waddell & Associates increased its United Parcel Service (UPS) stake by 25% in Q2 2026, buying an estimated $140K and bringing the position to 6,784 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #180.

Waddell & Associates first reported a position in UPS in Q2 2025 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Waddell & Associates held 6,784 shares of United Parcel Service worth $729K as of Q2 2026.
  • Waddell & Associates bought 1,342 United Parcel Service shares in Q2 2026, an estimated $140K.
  • United Parcel Service made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #180 holding.
  • Waddell & Associates first reported a position in United Parcel Service in Q2 2025 and has held it in 4 quarters since.
  • 775 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.