Activest Wealth Management
UPS icon

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

Activest 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 		$6.17K Sell
66
-138
-68% -$14.5K ﹤0.01% 675
2026
Q2 		$21.9K Sell
204
-628
-75% -$65.3K ﹤0.01% 432
2026
Q1 		$81.8K Buy
832
+424
+104% +$45.5K 0.01% 254
2025
Q4 		$40.5K Buy
408
+241
+144% +$22.5K 0.01% 359
2025
Q3 		$13.9K Sell
167
-7
-4% -$634 ﹤0.01% 430
2025
Q2 		$17.6K Buy
174
+144
+480% +$14.2K ﹤0.01% 346
2025
Q1 		$3.29K Buy
30
+28
+1,400% +$3.35K ﹤0.01% 565
2024
Q4 		$252 Buy
+2
New +$263 ﹤0.01% 614
2024
Q2 		– Sell
-27
Closed -$3.87K – 555
2024
Q1 		$3.98K Hold
27
– – ﹤0.01% 276
2023
Q4 		$4.17K Buy
27
+1
+4% +$151 ﹤0.01% 241
2023
Q3 		$4.1K Hold
26
– – ﹤0.01% 238
2023
Q2 		$5.2K Hold
26
– – ﹤0.01% 215
2023
Q1 		$4.94K Buy
+26
New +$4.77K ﹤0.01% 211
2022
Q3 		– Sell
-25
Closed -$5K – 606
2022
Q2 		$5K Hold
25
– – ﹤0.01% 262
2022
Q1 		$5K Hold
25
– – ﹤0.01% 262
2021
Q4 		$5K Buy
+25
New +$5.08K ﹤0.01% 261

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 $57B AUM 43.56% 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
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

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

Activest Wealth Management reduced its United Parcel Service (UPS) stake by 68% in Q3 2026, selling an estimated $14.5K and leaving 66 shares worth $6.17K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Activest Wealth Management first reported a position in UPS in Q4 2021 and has held it in 16 quarters since. The position peaked at $81.8K in Q1 2026. 938 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Activest Wealth Management held 66 shares of United Parcel Service worth $6.17K as of Q3 2026.
  • Activest Wealth Management sold 138 United Parcel Service shares in Q3 2026, an estimated $14.5K.
  • United Parcel Service made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #675 holding.
  • Activest Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 16 quarters since.
  • Activest Wealth Management's United Parcel Service position peaked at $81.8K in Q1 2026.
  • 938 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.