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Wealth Alliance Advisory Group’s United Parcel Service UPS Stock Holding History

Wealth Alliance 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 		$569K Sell
5,293
-100
-2% -$10.4K 0.08% 111
2026
Q1 		$531K Buy
5,393
+406
+8% +$43.5K 0.08% 113
2025
Q4 		$495K Sell
4,987
-74
-1% -$6.92K 0.08% 118
2025
Q3 		$423K Sell
5,061
-1,143
-18% -$104K 0.08% 121
2025
Q2 		$626K Buy
6,204
+1,671
+37% +$164K 0.12% 99
2025
Q1 		$499K Buy
4,533
+328
+8% +$39.2K 0.1% 114
2024
Q4 		$530K Sell
4,205
-404
-9% -$53.2K 0.11% 104
2024
Q3 		$628K Buy
+4,609
New +$605K 0.13% 98
2024
Q1 		– Sell
-4,716
Closed -$742K – 198
2023
Q4 		$742K Buy
4,716
+1,244
+36% +$188K 0.19% 75
2023
Q3 		$541K Buy
3,472
+420
+14% +$72.5K 0.16% 83
2023
Q2 		$547K Buy
3,052
+206
+7% +$36.6K 0.19% 80
2023
Q1 		$552K Buy
2,846
+94
+3% +$17.2K 0.21% 76
2022
Q4 		$478K Buy
2,752
+76
+3% +$13.2K 0.18% 83
2022
Q3 		$432K Buy
2,676
+217
+9% +$41.1K 0.19% 80
2022
Q2 		$449K Buy
2,459
+292
+13% +$53.3K 0.21% 76
2022
Q1 		$465K Sell
2,167
-109
-5% -$23.2K 0.2% 81
2021
Q4 		$488K Buy
2,276
+267
+13% +$54.3K 0.21% 79
2021
Q3 		$366K Buy
2,009
+120
+6% +$23.7K 0.18% 92
2021
Q2 		$393K Buy
1,889
+36
+2% +$7.2K 0.19% 87
2021
Q1 		$315K Buy
1,853
+35
+2% +$5.66K 0.16% 100
2020
Q4 		$306K Buy
+1,818
New +$307K 0.17% 102

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

Wealth Alliance Advisory Group's UPS Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its United Parcel Service (UPS) stake by 1.9% in Q2 2026, selling an estimated $10.4K and leaving 5,293 shares worth $569K. The position accounts for 0.08% of the portfolio, ranked #111.

Wealth Alliance Advisory Group first reported a position in UPS in Q4 2020 and has held it in 21 quarters since. The position peaked at $742K in Q4 2023. 982 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wealth Alliance Advisory Group held 5,293 shares of United Parcel Service worth $569K as of Q2 2026.
  • Wealth Alliance Advisory Group sold 100 United Parcel Service shares in Q2 2026, an estimated $10.4K.
  • United Parcel Service made up 0.08% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #111 holding.
  • Wealth Alliance Advisory Group first reported a position in United Parcel Service in Q4 2020 and has held it in 21 quarters since.
  • Wealth Alliance Advisory Group's United Parcel Service position peaked at $742K in Q4 2023.
  • 982 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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