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

Wealth Enhancement Trust 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 		$93.6K Buy
871
+193
+28% +$20.1K 0.01% 378
2026
Q1 		$66.7K Sell
678
-90
-12% -$9.65K 0.01% 413
2025
Q4 		$76.2K Buy
+768
New +$71.8K 0.01% 370

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its United Parcel Service (UPS) stake by 28% in Q2 2026, buying an estimated $20.1K and bringing the position to 871 shares worth $93.6K. The position accounts for 0.01% of the portfolio, ranked #378.

Wealth Enhancement Trust Services first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 1,711 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wealth Enhancement Trust Services held 871 shares of United Parcel Service worth $93.6K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 193 United Parcel Service shares in Q2 2026, an estimated $20.1K.
  • United Parcel Service made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #378 holding.
  • Wealth Enhancement Trust Services first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 1,711 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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