Ables Iannone Moore & Associates
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Ables Iannone Moore & Associates’s United Parcel Service UPS Stock Holding History

Ables Iannone Moore & Associates’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
Q3 		$2.21M Sell
23,704
-2,436
-9% -$256K 1.15% 18
2026
Q2 		$2.81M Sell
26,140
-946
-3% -$98.3K 1.5% 16
2026
Q1 		$2.66M Sell
27,086
-566
-2% -$60.7K 1.59% 15
2025
Q4 		$2.74M Buy
27,652
+1,113
+4% +$104K 1.5% 16
2025
Q3 		$2.22M Buy
26,539
+5,936
+29% +$538K 1.27% 18
2025
Q2 		$2.08M Buy
20,603
+6,301
+44% +$620K 1.29% 18
2025
Q1 		$1.57M Buy
14,302
+1,870
+15% +$224K 1.07% 21
2024
Q4 		$1.57M Buy
12,432
+396
+3% +$52.1K 0.97% 22
2024
Q3 		$1.64M Buy
12,036
+1,259
+12% +$165K 1.06% 21
2024
Q2 		$1.47M Buy
10,777
+2,327
+28% +$333K 0.98% 22
2024
Q1 		$1.26M Buy
8,450
+613
+8% +$93.2K 0.9% 26
2023
Q4 		$1.23M Buy
+7,837
New +$1.18M 0.94% 24

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Ables Iannone Moore & Associates's UPS Position: Q3 2026 in Review

Ables Iannone Moore & Associates reduced its United Parcel Service (UPS) stake by 9.3% in Q3 2026, selling an estimated $256K and leaving 23,704 shares worth $2.21M. The position accounts for 1.15% of the portfolio, ranked #18.

Ables Iannone Moore & Associates first reported a position in UPS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.81M in Q2 2026. 617 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Ables Iannone Moore & Associates held 23,704 shares of United Parcel Service worth $2.21M as of Q3 2026.
  • Ables Iannone Moore & Associates sold 2,436 United Parcel Service shares in Q3 2026, an estimated $256K.
  • United Parcel Service made up 1.15% of Ables Iannone Moore & Associates's portfolio in Q3 2026, its #18 holding.
  • Ables Iannone Moore & Associates first reported a position in United Parcel Service in Q4 2023 and has held it in 12 quarters since.
  • Ables Iannone Moore & Associates's United Parcel Service position peaked at $2.81M in Q2 2026.
  • 617 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q3 2026, filed 6 Oct 2026.