Align Financial’s United Parcel Service UPS Stock Holding History

Align Financial’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	$841	Buy	+9	New	+$945	﹤0.01%	419

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Align Financial's UPS Position: Q3 2026 in Review

Align Financial opened a new position in United Parcel Service (UPS) in Q3 2026: 9 shares worth $841. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings.

508 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Align Financial held 9 shares of United Parcel Service worth $841 as of Q3 2026.
United Parcel Service was a new Align Financial position in Q3 2026.
United Parcel Service made up ﹤0.01% of Align Financial's portfolio in Q3 2026, its #419 holding.
508 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Align Financial's 13F filing for Q3 2026, filed 16 Oct 2026.