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UPS icon

Wealthquest’s United Parcel Service UPS Stock Holding History

Wealthquest’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 		$326K Buy
3,035
+377
+14% +$39.2K 0.02% 129
2026
Q1 		$261K Buy
2,658
+150
+6% +$16.1K 0.02% 122
2025
Q4 		$249K Buy
+2,508
New +$235K 0.02% 124
2023
Q3 		– Sell
-1,254
Closed -$225K – 129
2023
Q2 		$225K Hold
1,254
– – 0.03% 114
2023
Q1 		$243K Sell
1,254
-120
-9% -$22K 0.03% 108
2022
Q4 		$239K Buy
1,374
+120
+10% +$20.8K 0.03% 115
2022
Q3 		$202K Hold
1,254
– – 0.03% 120
2022
Q2 		$228K Hold
1,254
– – 0.03% 115
2022
Q1 		$268K Hold
1,254
– – 0.04% 118
2021
Q4 		$268K Sell
1,254
-361
-22% -$73.4K 0.04% 118
2021
Q3 		$294K Buy
1,615
+219
+16% +$43.2K 0.05% 106
2021
Q2 		$290K Buy
1,396
+20
+1% +$4K 0.05% 111
2021
Q1 		$233K Hold
1,376
– – 0.04% 125
2020
Q4 		$231K Buy
+1,376
New +$232K 0.05% 118

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Wealthquest's UPS Position: Q2 2026 in Review

Wealthquest increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $39.2K and bringing the position to 3,035 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #129.

Wealthquest first reported a position in UPS in Q4 2020 and has held it in 14 quarters since. 750 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wealthquest held 3,035 shares of United Parcel Service worth $326K as of Q2 2026.
  • Wealthquest bought 377 United Parcel Service shares in Q2 2026, an estimated $39.2K.
  • United Parcel Service made up 0.02% of Wealthquest's portfolio in Q2 2026, its #129 holding.
  • Wealthquest first reported a position in United Parcel Service in Q4 2020 and has held it in 14 quarters since.
  • 750 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.