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Acropolis Investment Management’s United Parcel Service UPS Stock Holding History

Acropolis Investment 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 		$603K Buy
6,455
+519
+9% +$54.5K 0.02% 170
2026
Q2 		$638K Sell
5,936
-419
-7% -$43.6K 0.03% 169
2026
Q1 		$625K Buy
6,355
+101
+2% +$10.8K 0.03% 159
2025
Q4 		$620K Buy
6,254
+721
+13% +$67.4K 0.03% 161
2025
Q3 		$559K Buy
5,533
+869
+19% +$78.7K 0.03% 166
2025
Q2 		$471K Sell
4,664
-641
-12% -$63.1K 0.03% 160
2025
Q1 		$583K Sell
5,305
-404
-7% -$48.3K 0.03% 136
2024
Q4 		$720K Buy
5,709
+318
+6% +$41.9K 0.04% 118
2024
Q3 		$735K Sell
5,391
-672
-11% -$88.2K 0.04% 115
2024
Q2 		$830K Buy
6,063
+1,063
+21% +$152K 0.05% 108
2024
Q1 		$743K Buy
5,000
+326
+7% +$49.6K 0.05% 115
2023
Q4 		$735K Buy
4,674
+175
+4% +$26.5K 0.05% 113
2023
Q3 		$701K Buy
4,499
+456
+11% +$78.7K 0.05% 111
2023
Q2 		$725K Sell
4,043
-475
-11% -$84.3K 0.06% 112
2023
Q1 		$876K Buy
4,518
+404
+10% +$74.1K 0.07% 103
2022
Q4 		$715K Sell
4,114
-30
-0.7% -$5.19K 0.06% 106
2022
Q3 		$669K Buy
4,144
+309
+8% +$58.5K 0.07% 106
2022
Q2 		$700K Buy
3,835
+354
+10% +$64.6K 0.07% 103
2022
Q1 		$747K Buy
3,481
+926
+36% +$197K 0.07% 108
2021
Q4 		$548K Buy
+2,555
New +$520K 0.05% 123

Other funds holding UPS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Acropolis Investment Management's UPS Position: Q3 2026 in Review

Acropolis Investment Management increased its United Parcel Service (UPS) stake by 8.7% in Q3 2026, buying an estimated $54.5K and bringing the position to 6,455 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #170.

Acropolis Investment Management first reported a position in UPS in Q4 2021 and has held it in 20 quarters since. The position peaked at $876K in Q1 2023. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Acropolis Investment Management held 6,455 shares of United Parcel Service worth $603K as of Q3 2026.
  • Acropolis Investment Management bought 519 United Parcel Service shares in Q3 2026, an estimated $54.5K.
  • United Parcel Service made up 0.02% of Acropolis Investment Management's portfolio in Q3 2026, its #170 holding.
  • Acropolis Investment Management first reported a position in United Parcel Service in Q4 2021 and has held it in 20 quarters since.
  • Acropolis Investment Management's United Parcel Service position peaked at $876K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.