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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UPS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
12
Latest value
$1.4M
Q3 2026
Peak value
$138.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $63.5M |
| Q3 2025 | $417K |
| Q4 2025 | $0 |
| Q4 2025 | $79.3M |
| Q1 2026 | $58.4M |
| Q1 2026 | $0 |
| Q2 2026 | $116.7M |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.1M |
| Q3 2026 | $138.9M |
| Q3 2026 | $480K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 15.3K | — | — |
| Q3 2026 | $480K | 5.1K | — | — |
| Q3 2026 | $138.9M | 1.51M | — | — |
| Q2 2026 | $1.1M | 10.2K | — | — |
| Q2 2026 | $1.1M | 10.2K | — | — |
| Q2 2026 | $116.7M | 1.06M | — | — |
| Q1 2026 | $0 | 20.4K | — | — |
| Q1 2026 | $58.4M | 605.2K | — | — |
| Q4 2025 | $79.3M | 753.3K | — | — |
| Q4 2025 | $0 | 5.8K | — | — |
| Q3 2025 | $417K | 20.2K | — | — |
| Q3 2025 | $63.5M | 739.0K | — | — |