WEG
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World Equity Group’s United Parcel Service UPS Stock Holding History

World Equity Group’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 		$416K Buy
3,875
+221
+6% +$23K 0.09% 251
2026
Q1 		$359K Buy
3,654
+1,126
+45% +$121K 0.09% 257
2025
Q4 		$251K Buy
2,528
+5
+0.2% +$468 0.07% 294
2025
Q3 		$211K Sell
2,523
-293
-10% -$26.5K 0.05% 330
2025
Q2 		$284K Buy
2,816
+6
+0.2% +$590 0.08% 258
2025
Q1 		$331K Sell
2,810
-2,252
-44% -$269K 0.09% 211
2024
Q4 		$638K Buy
5,062
+2,367
+88% +$312K 0.14% 157
2024
Q3 		$368K Sell
2,695
-461
-15% -$60.5K 0.13% 155
2024
Q2 		$432K Sell
3,156
-3,140
-50% -$450K 0.13% 171
2024
Q1 		$936K Buy
6,296
+2,352
+60% +$358K 0.19% 130
2023
Q4 		$620K Sell
3,944
-1,134
-22% -$171K 0.12% 169
2023
Q3 		$759K Buy
5,078
+2,566
+102% +$443K 0.16% 148
2023
Q2 		$450K Sell
2,512
-18,857
-88% -$3.35M 0.13% 195
2023
Q1 		$1.12M Buy
21,369
+17,568
+462% +$3.22M 0.17% 151
2022
Q4 		$661K Buy
3,801
+161
+4% +$27.9K 0.16% 150
2022
Q3 		$588K Buy
3,640
+98
+3% +$18.6K 0.15% 145
2022
Q2 		$646K Buy
3,542
+189
+6% +$34.5K 0.16% 150
2022
Q1 		$719K Buy
+3,353
New +$712K 0.16% 161

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

World Equity Group's UPS Position: Q2 2026 in Review

World Equity Group increased its United Parcel Service (UPS) stake by 6% in Q2 2026, buying an estimated $23K and bringing the position to 3,875 shares worth $416K. The position accounts for 0.09% of the portfolio, ranked #251.

World Equity Group first reported a position in UPS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2023. 486 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • World Equity Group held 3,875 shares of United Parcel Service worth $416K as of Q2 2026.
  • World Equity Group bought 221 United Parcel Service shares in Q2 2026, an estimated $23K.
  • United Parcel Service made up 0.09% of World Equity Group's portfolio in Q2 2026, its #251 holding.
  • World Equity Group first reported a position in United Parcel Service in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's United Parcel Service position peaked at $1.12M in Q1 2023.
  • 486 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.