Altus Wealth Group
UPS icon

Altus Wealth Group’s United Parcel Service UPS Stock Holding History

Altus Wealth Group’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 		$752K Buy
8,045
+179
+2% +$18.8K 0.28% 59
2026
Q2 		$846K Buy
7,866
+27
+0.3% +$2.81K 0.31% 65
2026
Q1 		$771K Buy
7,839
+104
+1% +$11.2K 0.32% 63
2025
Q4 		$767K Buy
+7,735
New +$724K 0.31% 62
2025
Q3 		– Sell
-2,166
Closed -$219K – 148
2025
Q2 		$219K Buy
2,166
+75
+4% +$7.38K 0.1% 125
2025
Q1 		$230K Buy
2,091
+69
+3% +$8.25K 0.11% 118
2024
Q4 		$255K Buy
2,022
+89
+5% +$11.7K 0.11% 122
2024
Q3 		$264K Sell
1,933
-24
-1% -$3.15K 0.11% 122
2024
Q2 		$268K Sell
1,957
-2,878
-60% -$412K 0.13% 112
2024
Q1 		$719K Buy
4,835
+338
+8% +$51.4K 0.36% 65
2023
Q4 		$707K Buy
4,497
+580
+15% +$87.7K 0.39% 64
2023
Q3 		$611K Sell
3,917
-90
-2% -$15.5K 0.39% 66
2023
Q2 		$718K Buy
4,007
+32
+0.8% +$5.68K 0.44% 55
2023
Q1 		$771K Sell
3,975
-100
-2% -$18.3K 0.52% 48
2022
Q4 		$708K Buy
4,075
+264
+7% +$45.7K 0.54% 50
2022
Q3 		$694K Hold
3,811
– – 0.69% 39
2022
Q2 		$694K Sell
3,811
-298
-7% -$54.4K 0.69% 39
2022
Q1 		$881K Buy
4,109
+97
+2% +$20.6K 0.72% 31
2021
Q4 		$860K Buy
4,012
+201
+5% +$40.9K 0.71% 32
2021
Q3 		$694K Buy
3,811
+1,284
+51% +$253K 0.69% 39
2021
Q2 		$526K Sell
2,527
-5
-0.2% -$1K 0.51% 47
2021
Q1 		$543K Buy
2,532
+303
+14% +$49K 0.54% 46
2020
Q4 		$375K Buy
+2,229
New +$376K 0.36% 56

Other funds holding UPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Altus Wealth Group's UPS Position: Q3 2026 in Review

Altus Wealth Group increased its United Parcel Service (UPS) stake by 2.3% in Q3 2026, buying an estimated $18.8K and bringing the position to 8,045 shares worth $752K. The position accounts for 0.28% of the portfolio, ranked #59.

Altus Wealth Group first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $881K in Q1 2022. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Altus Wealth Group held 8,045 shares of United Parcel Service worth $752K as of Q3 2026.
  • Altus Wealth Group bought 179 United Parcel Service shares in Q3 2026, an estimated $18.8K.
  • United Parcel Service made up 0.28% of Altus Wealth Group's portfolio in Q3 2026, its #59 holding.
  • Altus Wealth Group first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's United Parcel Service position peaked at $881K in Q1 2022.
  • 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

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