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Wealth Management Partners’s United Parcel Service UPS Stock Holding History

Wealth Management Partners’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 		$593K Sell
5,511
-1,185
-18% -$123K 0.14% 103
2026
Q1 		$657K Buy
6,696
+54
+0.8% +$5.79K 0.19% 92
2025
Q4 		$659K Sell
6,642
-1,467
-18% -$137K 0.19% 86
2025
Q3 		$677K Buy
8,109
+457
+6% +$41.4K 0.22% 81
2025
Q2 		$772K Buy
7,652
+1,468
+24% +$144K 0.27% 76
2025
Q1 		$680K Buy
6,184
+166
+3% +$19.8K 0.32% 64
2024
Q4 		$759K Sell
6,018
-3,461
-37% -$456K 0.33% 62
2024
Q3 		$1.29M Sell
9,479
-2,046
-18% -$269K 0.6% 36
2024
Q2 		$1.58M Buy
11,525
+1,428
+14% +$204K 0.77% 28
2024
Q1 		$1.5M Buy
10,097
+1,834
+22% +$279K 0.76% 27
2023
Q4 		$1.3M Buy
8,263
+733
+10% +$111K 0.72% 30
2023
Q3 		$1.17M Buy
7,530
+1,090
+17% +$188K 0.73% 28
2023
Q2 		$1.15M Buy
6,440
+420
+7% +$74.6K 0.73% 27
2023
Q1 		$1.17M Buy
6,020
+1,020
+20% +$187K 0.82% 26
2022
Q4 		$939K Hold
5,000
– – 0.78% 30
2022
Q3 		$833K Hold
5,000
– – 0.73% 34
2022
Q2 		$841K Hold
5,000
– – 0.73% 35
2022
Q1 		$1.03M Hold
5,000
– – 0.74% 32
2021
Q4 		$1.01M Buy
5,000
+64
+1% +$13K 0.7% 34
2021
Q3 		$899K Sell
4,936
-3
-0.1% -$592 0.67% 39
2021
Q2 		$1.03M Buy
4,939
+56
+1% +$11.2K 0.72% 38
2021
Q1 		$840K Buy
4,883
+62
+1% +$10K 0.63% 44
2020
Q4 		$778K Buy
+4,821
New +$814K 0.61% 45

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 Management Partners's UPS Position: Q2 2026 in Review

Wealth Management Partners reduced its United Parcel Service (UPS) stake by 18% in Q2 2026, selling an estimated $123K and leaving 5,511 shares worth $593K. The position accounts for 0.14% of the portfolio, ranked #103.

Wealth Management Partners first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.58M in Q2 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wealth Management Partners held 5,511 shares of United Parcel Service worth $593K as of Q2 2026.
  • Wealth Management Partners sold 1,185 United Parcel Service shares in Q2 2026, an estimated $123K.
  • United Parcel Service made up 0.14% of Wealth Management Partners's portfolio in Q2 2026, its #103 holding.
  • Wealth Management Partners first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Wealth Management Partners's United Parcel Service position peaked at $1.58M in Q2 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.