Wealth Enhancement Advisory Services
UPS icon

Wealth Enhancement Advisory Services’s United Parcel Service UPS Stock Holding History

Wealth Enhancement Advisory Services’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 		$117M Buy
1,055,522
+450,277
+74% +$46.8M 0.2% 97
2026
Q1 		$58.4M Sell
605,245
-148,015
-20% -$15.9M 0.12% 156
2025
Q4 		$79.3M Buy
753,260
+14,230
+2% +$1.33M 0.11% 184
2025
Q3 		$63.5M Buy
739,030
+10,690
+1% +$968K 0.1% 205
2025
Q2 		$75.8M Buy
728,340
+203,830
+39% +$20.1M 0.13% 163
2025
Q1 		$57.7M Buy
524,510
+18,420
+4% +$2.2M 0.11% 179
2024
Q4 		$63.8M Buy
506,090
+21,635
+4% +$2.85M 0.12% 162
2024
Q3 		$66.1M Buy
484,455
+82,992
+21% +$10.9M 0.14% 143
2024
Q2 		$54.9M Buy
401,463
+31,539
+9% +$4.52M 0.13% 157
2024
Q1 		$55M Sell
369,924
-219,968
-37% -$33.4M 0.14% 147
2023
Q4 		$92.7M Sell
589,892
-6,345
-1% -$959K 0.27% 78
2023
Q3 		$92.9M Buy
596,237
+529,175
+789% +$91.3M 0.31% 70
2023
Q2 		$12M Buy
67,062
+4,250
+7% +$755K 0.13% 81
2023
Q1 		$12.2M Buy
62,812
+12,988
+26% +$2.38M 0.14% 79
2022
Q4 		$8.82M Buy
+49,824
New +$8.62M 0.11% 91
2021
Q3 		– Sell
-16,382
Closed -$3.49M – 343
2021
Q2 		$3.49M Buy
+16,382
New +$3.28M 0.06% 120
2020
Q3 		– Sell
-22,003
Closed -$2.61M – 243
2020
Q2 		$2.61M Buy
+22,003
New +$2.2M 0.08% 101
2019
Q2 		– Sell
-16,045
Closed -$1.82M – 243
2019
Q1 		$1.82M Buy
+16,045
New +$1.7M 0.1% 84
2018
Q4 		– Sell
-16,978
Closed -$1.83M – 208
2018
Q3 		$1.83M Buy
+16,978
New +$2M 0.11% 69
2017
Q1 		– Sell
-13,376
Closed -$1.53M – 178
2016
Q4 		$1.53M Buy
+13,376
New +$1.51M 0.19% 67

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Wealth Enhancement Advisory Services's UPS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its United Parcel Service (UPS) stake by 74% in Q2 2026, buying an estimated $46.8M and bringing the position to 1,055,522 shares worth $117M. The position accounts for 0.2% of the portfolio, ranked #97.

Wealth Enhancement Advisory Services first reported a position in UPS in Q4 2016 and has held it in 20 quarters since. 369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,055,522 shares of United Parcel Service worth $117M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 450,277 United Parcel Service shares in Q2 2026, an estimated $46.8M.
  • United Parcel Service made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #97 holding.
  • Wealth Enhancement Advisory Services first reported a position in United Parcel Service in Q4 2016 and has held it in 20 quarters since.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.