Wolff Financial Management’s United Parcel Service UPS Stock Holding History

Wolff Financial Management’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	$815K	Buy	7,579 +8	+0.1%	+$832	0.16%	59
2026 Q1	$745K	Buy	7,571 +7	+0.1%	+$751	0.16%	58
2025 Q4	$750K	Buy	7,564 +8	+0.1%	+$748	0.17%	56
2025 Q3	$631K	Buy	7,556 +2	+0%	+$181	0.15%	61
2025 Q2	$763K	Buy	7,554 +16	+0.2%	+$1.57K	0.2%	52
2025 Q1	$829K	Buy	7,538 +6	+0.1%	+$717	0.23%	47
2024 Q4	$950K	Buy	7,532 +6	+0.1%	+$790	0.26%	40
2024 Q3	$1.03M	Buy	+7,526	New	+$988K	0.28%	39
2024 Q2	–	Sell	-7,515	Closed	-$1.12M	–	82
2024 Q1	$1.12M	Sell	7,515 -101	-1%	-$15.4K	0.33%	38
2023 Q4	$1.2M	Buy	7,616 +2,213	+41%	+$335K	0.37%	37
2023 Q3	$842K	Buy	+5,403	New	+$933K	0.29%	44
2023 Q2	–	Sell	-5,391	Closed	-$1.05M	–	86
2023 Q1	$1.05M	Buy	5,391 +5	+0.1%	+$917	0.36%	43
2022 Q4	$936K	Buy	5,386 +6	+0.1%	+$1.04K	0.35%	45
2022 Q3	$869K	Buy	5,380 +3	+0.1%	+$568	0.4%	47
2022 Q2	$981K	Buy	5,377 +5	+0.1%	+$912	0.44%	43
2022 Q1	$1.15M	Buy	5,372 +4	+0.1%	+$850	0.46%	43
2021 Q4	$1.15M	Buy	+5,368	New	+$1.09M	0.44%	42
2021 Q1	$924K	Sell	5,437 -17	-0.3%	-$2.75K	0.42%	43
2020 Q4	$919K	Buy	5,454 +3	+0.1%	+$506	0.48%	37
2020 Q3	$908K	Sell	5,451 -29	-0.5%	-$4.22K	0.54%	37
2020 Q2	$609K	Buy	5,480 +6	+0.1%	+$599	0.39%	49
2020 Q1	$511K	Buy	+5,474	New	+$567K	0.39%	49

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wolff Financial Management's UPS Position: Q2 2026 in Review

Wolff Financial Management increased its United Parcel Service (UPS) stake by 0.11% in Q2 2026, buying an estimated $832 and bringing the position to 7,579 shares worth $815K. The position accounts for 0.16% of the portfolio, ranked #59.

Wolff Financial Management first reported a position in UPS in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.2M in Q4 2023. 486 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Wolff Financial Management held 7,579 shares of United Parcel Service worth $815K as of Q2 2026.
Wolff Financial Management bought 8 United Parcel Service shares in Q2 2026, an estimated $832.
United Parcel Service made up 0.16% of Wolff Financial Management's portfolio in Q2 2026, its #59 holding.
Wolff Financial Management first reported a position in United Parcel Service in Q1 2020 and has held it in 22 quarters since.
Wolff Financial Management's United Parcel Service position peaked at $1.2M in Q4 2023.
486 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.