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Wedmont Private Capital’s United Parcel Service UPS Stock Holding History

Wedmont Private Capital’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 		$320K Buy
2,844
+402
+16% +$41.8K 0.01% 712
2026
Q1 		$245K Buy
2,442
+209
+9% +$22.4K 0.01% 735
2025
Q4 		$235K Buy
+2,233
New +$209K 0.01% 724
2025
Q3 		– Sell
-3,825
Closed -$391K – 818
2025
Q2 		$391K Sell
3,825
-105
-3% -$10.3K 0.02% 493
2025
Q1 		$382K Buy
3,930
+797
+25% +$95.3K 0.02% 447
2024
Q4 		$386K Buy
3,133
+726
+30% +$95.5K 0.02% 463
2024
Q3 		$316K Buy
2,407
+338
+16% +$44.4K 0.02% 499
2024
Q2 		$294K Sell
2,069
-758
-27% -$109K 0.02% 500
2024
Q1 		$426K Buy
2,827
+265
+10% +$40.3K 0.03% 364
2023
Q4 		$410K Buy
2,562
+9
+0.4% +$1.36K 0.03% 357
2023
Q3 		$394K Sell
2,553
-1,147
-31% -$198K 0.04% 308
2023
Q2 		$685K Sell
3,700
-52
-1% -$9.23K 0.07% 183
2023
Q1 		$714K Buy
3,752
+651
+21% +$119K 0.09% 156
2022
Q4 		$555K Sell
3,101
-141
-4% -$24.4K 0.08% 186
2022
Q3 		$524K Sell
3,242
-211
-6% -$40K 0.11% 155
2022
Q2 		$630K Buy
3,453
+595
+21% +$109K 0.14% 119
2022
Q1 		$586K Buy
2,858
+889
+45% +$189K 0.13% 124
2021
Q4 		$414K Buy
+1,969
New +$400K 0.13% 130

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
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

Wedmont Private Capital's UPS Position: Q2 2026 in Review

Wedmont Private Capital increased its United Parcel Service (UPS) stake by 16% in Q2 2026, buying an estimated $41.8K and bringing the position to 2,844 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #712.

Wedmont Private Capital first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $714K in Q1 2023. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wedmont Private Capital held 2,844 shares of United Parcel Service worth $320K as of Q2 2026.
  • Wedmont Private Capital bought 402 United Parcel Service shares in Q2 2026, an estimated $41.8K.
  • United Parcel Service made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #712 holding.
  • Wedmont Private Capital first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Wedmont Private Capital's United Parcel Service position peaked at $714K in Q1 2023.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.