WWM
UPS icon

Wolff Wiese Magana’s United Parcel Service UPS Stock Holding History

Wolff Wiese Magana’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 		$49.7K Buy
462
+7
+2% +$728 0.02% 237
2026
Q1 		$44.8K Sell
455
-34
-7% -$3.65K 0.02% 224
2025
Q4 		$48.5K Buy
489
+10
+2% +$935 0.03% 213
2025
Q3 		$40K Sell
479
-12,456
-96% -$1.13M 0.02% 231
2025
Q2 		$1.31M Buy
12,935
+658
+5% +$64.7K 0.81% 39
2025
Q1 		$1.35M Buy
12,277
+11,911
+3,254% +$1.42M 0.92% 40
2024
Q4 		$46.2K Sell
366
-37
-9% -$4.87K 0.03% 201
2024
Q3 		$54.9K Buy
403
+32
+9% +$4.2K 0.04% 180
2024
Q2 		$50.8K Buy
371
+68
+22% +$9.74K 0.04% 161
2024
Q1 		$45K Buy
303
+4
+1% +$608 0.04% 154
2023
Q4 		$47K Sell
299
-53
-15% -$8.01K 0.04% 141
2023
Q3 		$54.9K Sell
352
-8,171
-96% -$1.41M 0.04% 174
2023
Q2 		$1.53M Buy
8,523
+72
+0.9% +$12.8K 1.18% 32
2023
Q1 		$1.64M Buy
8,451
+119
+1% +$21.8K 1.33% 24
2022
Q4 		$1.45M Buy
8,332
+88
+1% +$15.2K 1.24% 29
2022
Q3 		$1.33M Sell
8,244
-44
-0.5% -$8.33K 1.07% 31
2022
Q2 		$1.51M Buy
8,288
+249
+3% +$45.4K 1.1% 30
2022
Q1 		$1.72M Buy
8,039
+47
+0.6% +$9.99K 1.16% 22
2021
Q4 		$1.71M Sell
7,992
-715
-8% -$145K 1.11% 22
2021
Q3 		$1.59M Buy
8,707
+251
+3% +$49.5K 1.12% 19
2021
Q2 		$1.76M Sell
8,456
-1,345
-14% -$269K 1.25% 19
2021
Q1 		$1.67M Buy
9,801
+209
+2% +$33.8K 1.3% 19
2020
Q4 		$1.62M Buy
+9,592
New +$1.62M 1.36% 17

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

Wolff Wiese Magana's UPS Position: Q2 2026 in Review

Wolff Wiese Magana increased its United Parcel Service (UPS) stake by 1.5% in Q2 2026, buying an estimated $728 and bringing the position to 462 shares worth $49.7K. The position accounts for 0.02% of the portfolio, ranked #237.

Wolff Wiese Magana first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.76M in Q2 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wolff Wiese Magana held 462 shares of United Parcel Service worth $49.7K as of Q2 2026.
  • Wolff Wiese Magana bought 7 United Parcel Service shares in Q2 2026, an estimated $728.
  • United Parcel Service made up 0.02% of Wolff Wiese Magana's portfolio in Q2 2026, its #237 holding.
  • Wolff Wiese Magana first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's United Parcel Service position peaked at $1.76M in Q2 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.