XWM
UPS icon

Xcel Wealth Management’s United Parcel Service UPS Stock Holding History

Xcel Wealth 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 		$927K Buy
+8,624
New +$897K 0.22% 80
2025
Q3 		– Sell
-4,424
Closed -$447K – 142
2025
Q2 		$447K Sell
4,424
-8,048
-65% -$792K 0.13% 95
2025
Q1 		$1.37M Buy
12,472
+180
+1% +$21.5K 0.43% 51
2024
Q4 		$1.55M Sell
12,292
-117
-0.9% -$15.4K 0.43% 45
2024
Q3 		$1.69M Buy
12,409
+9,013
+265% +$1.18M 0.49% 45
2024
Q2 		$465K Sell
3,396
-75
-2% -$10.7K 0.15% 83
2024
Q1 		$516K Sell
3,471
-675
-16% -$103K 0.16% 81
2023
Q4 		$652K Sell
4,146
-785
-16% -$119K 0.23% 70
2023
Q3 		$769K Sell
4,931
-602
-11% -$104K 0.3% 62
2023
Q2 		$992K Buy
5,533
+300
+6% +$53.3K 0.31% 63
2023
Q1 		$1.02M Sell
5,233
-74
-1% -$13.6K 0.36% 57
2022
Q4 		$923K Buy
5,307
+18
+0.3% +$3.12K 0.36% 56
2022
Q3 		$854K Hold
5,289
– – 0.32% 59
2022
Q2 		$965K Sell
5,289
-20,450
-79% -$3.73M 0.35% 57
2022
Q1 		$5.52M Sell
25,739
-12,845
-33% -$2.73M 1.51% 20
2021
Q4 		$8.27M Sell
38,584
-765
-2% -$156K 2.13% 13
2021
Q3 		$7.17M Buy
39,349
+2,726
+7% +$538K 2.08% 14
2021
Q2 		$7.62M Sell
36,623
-285
-0.8% -$57K 2.3% 14
2021
Q1 		$6.27M Buy
36,908
+5,550
+18% +$898K 2.24% 13
2020
Q4 		$5.28M Buy
31,358
+4,625
+17% +$781K 2.28% 13
2020
Q3 		$4.45M Sell
26,733
-275
-1% -$40K 2.29% 13
2020
Q2 		$3M Buy
+27,008
New +$2.7M 1.86% 18

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

Xcel Wealth Management's UPS Position: Q2 2026 in Review

Xcel Wealth Management opened a new position in United Parcel Service (UPS) in Q2 2026: 8,624 shares worth $927K. The stake represents 0.22% of the portfolio and ranks #80 among its holdings. This is a return to the name: Xcel Wealth Management previously reported a position in UPS as recently as Q2 2025.

Xcel Wealth Management first reported a position in UPS in Q2 2020 and has held it in 22 quarters since. The position peaked at $8.27M in Q4 2021. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Xcel Wealth Management held 8,624 shares of United Parcel Service worth $927K as of Q2 2026.
  • United Parcel Service was a new Xcel Wealth Management position in Q2 2026.
  • United Parcel Service made up 0.22% of Xcel Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Xcel Wealth Management first reported a position in United Parcel Service in Q2 2020 and has held it in 22 quarters since.
  • Xcel Wealth Management's United Parcel Service position peaked at $8.27M in Q4 2021.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.