Accurate Wealth Management
UPS icon

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

Accurate 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
Q3 		$368K Sell
3,883
-2,110
-35% -$222K 0.03% 438
2026
Q2 		$674K Buy
5,993
+163
+3% +$16.9K 0.06% 287
2026
Q1 		$593K Sell
5,830
-199
-3% -$21.3K 0.07% 277
2025
Q4 		$652K Sell
6,029
-366
-6% -$34.2K 0.08% 246
2025
Q3 		$538K Buy
6,395
+2,988
+88% +$271K 0.07% 281
2025
Q2 		$351K Buy
3,407
+164
+5% +$16.1K 0.05% 330
2025
Q1 		$315K Sell
3,243
-745
-19% -$89.1K 0.06% 271
2024
Q4 		$492K Buy
3,988
+727
+22% +$95.7K 0.09% 199
2024
Q3 		$436K Sell
3,261
-3
-0.1% -$394 0.09% 222
2024
Q2 		$470K Buy
3,264
+148
+5% +$21.2K 0.11% 173
2024
Q1 		$445K Sell
3,116
-244
-7% -$37.1K 0.13% 159
2023
Q4 		$535K Sell
3,360
-81
-2% -$12.2K 0.17% 127
2023
Q3 		$541K Buy
3,441
+633
+23% +$109K 0.17% 129
2023
Q2 		$520K Buy
2,808
+170
+6% +$30.2K 0.16% 132
2023
Q1 		$502K Buy
2,638
+224
+9% +$41.1K 0.17% 134
2022
Q4 		$432K Buy
2,414
+923
+62% +$160K 0.16% 116
2022
Q3 		$244K Sell
1,491
-652
-30% -$123K 0.1% 158
2022
Q2 		$392K Sell
2,143
-178
-8% -$32.5K 0.21% 95
2022
Q1 		$498K Buy
2,321
+122
+6% +$25.9K 0.22% 89
2021
Q4 		$470K Buy
2,199
+121
+6% +$24.6K 0.38% 70
2021
Q3 		$379K Sell
2,078
-51
-2% -$10.1K 0.33% 82
2021
Q2 		$443K Buy
+2,129
New +$426K 0.39% 66

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Accredited Investors
Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Accurate Wealth Management's UPS Position: Q3 2026 in Review

Accurate Wealth Management reduced its United Parcel Service (UPS) stake by 35% in Q3 2026, selling an estimated $222K and leaving 3,883 shares worth $368K. The position accounts for 0.03% of the portfolio, ranked #438.

Accurate Wealth Management first reported a position in UPS in Q2 2021 and has held it in 22 quarters since. The position peaked at $674K in Q2 2026. 1,008 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Accurate Wealth Management held 3,883 shares of United Parcel Service worth $368K as of Q3 2026.
  • Accurate Wealth Management sold 2,110 United Parcel Service shares in Q3 2026, an estimated $222K.
  • United Parcel Service made up 0.03% of Accurate Wealth Management's portfolio in Q3 2026, its #438 holding.
  • Accurate Wealth Management first reported a position in United Parcel Service in Q2 2021 and has held it in 22 quarters since.
  • Accurate Wealth Management's United Parcel Service position peaked at $674K in Q2 2026.
  • 1,008 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.