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Westfuller Advisors’s United Parcel Service UPS Stock Holding History

Westfuller Advisors’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 		$7.92K Buy
74
+1
+1% +$104 ﹤0.01% 520
2026
Q1 		$7.14K Sell
73
-11
-13% -$1.18K ﹤0.01% 486
2025
Q4 		$8.29K Buy
84
+2
+2% +$187 ﹤0.01% 496
2025
Q3 		$6.86K Buy
+82
New +$7.43K ﹤0.01% 508

Other funds holding UPS

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
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

Westfuller Advisors's UPS Position: Q2 2026 in Review

Westfuller Advisors increased its United Parcel Service (UPS) stake by 1.4% in Q2 2026, buying an estimated $104 and bringing the position to 74 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Westfuller Advisors first reported a position in UPS in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.29K in Q4 2025. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Westfuller Advisors held 74 shares of United Parcel Service worth $7.92K as of Q2 2026.
  • Westfuller Advisors bought 1 United Parcel Service share in Q2 2026, an estimated $104.
  • United Parcel Service made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #520 holding.
  • Westfuller Advisors first reported a position in United Parcel Service in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's United Parcel Service position peaked at $8.29K in Q4 2025.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.