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 		$2.25M Buy
+20,400
New +$2.12M ﹤0.01% 1493
2025
Q4 		– Sell
-20,206
Closed -$417K – 3803
2025
Q3 		$417K Sell
20,206
-194
-1% -$17.6K ﹤0.01% 2508
2025
Q2 		$196K Sell
20,400
-2,200
-10% -$216K ﹤0.01% 3007
2025
Q1 		$205K Hold
22,600
– – ﹤0.01% 2630
2024
Q4 		$122K Buy
22,600
+2,200
+11% +$290K ﹤0.01% 2785
2024
Q3 		$105K Buy
+20,400
New +$2.68M ﹤0.01% 2552
2024
Q2 		– Sell
-100
Closed -$822 – 2705
2024
Q1 		$822 Buy
+100
New +$15.2K ﹤0.01% 2467

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.