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Wealthcare Advisory Partners’s United Parcel Service UPS Stock Holding History

Wealthcare Advisory 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 		$5.67M Sell
52,755
-3,663
-6% -$381K 0.11% 160
2026
Q1 		$5.55M Sell
56,418
-8,531
-13% -$915K 0.11% 168
2025
Q4 		$6.44M Buy
64,949
+4,093
+7% +$383K 0.13% 143
2025
Q3 		$5.08M Buy
60,856
+250
+0.4% +$22.6K 0.11% 169
2025
Q2 		$6.12M Sell
60,606
-1,030
-2% -$101K 0.14% 131
2025
Q1 		$6.78M Buy
61,636
+3,633
+6% +$434K 0.18% 107
2024
Q4 		$7.31M Buy
58,003
+10,041
+21% +$1.32M 0.2% 95
2024
Q3 		$6.54M Buy
47,962
+1,126
+2% +$148K 0.19% 100
2024
Q2 		$6.41M Buy
46,836
+1,164
+3% +$167K 0.2% 91
2024
Q1 		$6.79M Buy
45,672
+292
+0.6% +$44.4K 0.22% 83
2023
Q4 		$7.14M Sell
45,380
-135
-0.3% -$20.4K 0.28% 66
2023
Q3 		$7.09M Sell
45,515
-416
-0.9% -$71.8K 0.33% 61
2023
Q2 		$8.23M Sell
45,931
-1,394
-3% -$248K 0.37% 52
2023
Q1 		$9.18M Buy
47,325
+162
+0.3% +$29.7K 0.39% 50
2022
Q4 		$8.2M Buy
47,163
+820
+2% +$142K 0.39% 51
2022
Q3 		$7.49M Sell
46,343
-81
-0.2% -$15.3K 0.43% 49
2022
Q2 		$8.47M Buy
46,424
+179
+0.4% +$32.6K 0.51% 40
2022
Q1 		$9.92M Sell
46,245
-2,777
-6% -$590K 0.6% 34
2021
Q4 		$10.5M Sell
49,022
-3,711
-7% -$755K 0.63% 34
2021
Q3 		$9.6M Buy
52,733
+150
+0.3% +$29.6K 0.63% 32
2021
Q2 		$10.9M Sell
52,583
-593
-1% -$119K 0.73% 27
2021
Q1 		$9.04M Buy
53,176
+536
+1% +$86.7K 0.65% 28
2020
Q4 		$8.87M Buy
52,640
+904
+2% +$153K 0.79% 25
2020
Q3 		$8.62M Sell
51,736
-3,288
-6% -$479K 0.95% 21
2020
Q2 		$6.12M Sell
55,024
-6,097
-10% -$609K 0.76% 22
2020
Q1 		$5.71M Buy
61,121
+12,660
+26% +$1.31M 0.84% 22
2019
Q4 		$5.67M Buy
48,461
+5,426
+13% +$642K 0.72% 22
2019
Q3 		$5.16M Buy
43,035
+573
+1% +$65.5K 0.75% 25
2019
Q2 		$4.38M Sell
42,462
-693
-2% -$72.1K 0.69% 25
2019
Q1 		$4.82M Buy
43,155
+192
+0.4% +$20.4K 0.82% 22
2018
Q4 		$4.19M Buy
42,963
+443
+1% +$48K 0.81% 22
2018
Q3 		$4.96M Buy
42,520
+4
+0% +$471 0.91% 20
2018
Q2 		$4.52M Buy
42,516
+36,498
+606% +$4.1M 0.89% 23
2018
Q1 		$630K Sell
6,018
-463
-7% -$53.5K 0.14% 90
2017
Q4 		$772K Buy
6,481
+515
+9% +$60.5K 0.2% 67
2017
Q3 		$716K Buy
+5,966
New +$678K 0.21% 60

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Wealthcare Advisory Partners's UPS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its United Parcel Service (UPS) stake by 6.5% in Q2 2026, selling an estimated $381K and leaving 52,755 shares worth $5.67M. The position accounts for 0.11% of the portfolio, ranked #160.

Wealthcare Advisory Partners first reported a position in UPS in Q3 2017 and has held it in 36 quarters since. The position peaked at $10.9M in Q2 2021. 537 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wealthcare Advisory Partners held 52,755 shares of United Parcel Service worth $5.67M as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,663 United Parcel Service shares in Q2 2026, an estimated $381K.
  • United Parcel Service made up 0.11% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #160 holding.
  • Wealthcare Advisory Partners first reported a position in United Parcel Service in Q3 2017 and has held it in 36 quarters since.
  • Wealthcare Advisory Partners's United Parcel Service position peaked at $10.9M in Q2 2021.
  • 537 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.