Amplius Wealth Advisors
UPS icon

Amplius Wealth Advisors’s United Parcel Service UPS Stock Holding History

Amplius Wealth Advisors’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 		$650K Sell
6,953
-1,561
-18% -$164K 0.04% 115
2026
Q2 		$915K Sell
8,514
-256
-3% -$26.6K 0.07% 79
2026
Q1 		$863K Buy
8,770
+37
+0.4% +$3.97K 0.07% 80
2025
Q4 		$866K Sell
8,733
-1,667
-16% -$156K 0.07% 76
2025
Q3 		$869K Buy
10,400
+2,133
+26% +$193K 0.08% 76
2025
Q2 		$834K Sell
8,267
-62
-0.7% -$6.1K 0.08% 89
2025
Q1 		$916K Buy
8,329
+513
+7% +$61.3K 0.1% 77
2024
Q4 		$986K Sell
7,816
-3
-0% -$395 0.1% 72
2024
Q3 		$1.07M Sell
7,819
-20
-0.3% -$2.63K 0.12% 68
2024
Q2 		$1.07M Sell
7,839
-144
-2% -$20.6K 0.12% 70
2024
Q1 		$1.19M Sell
7,983
-90
-1% -$13.7K 0.13% 67
2023
Q4 		$1.27M Buy
8,073
+147
+2% +$22.2K 0.15% 60
2023
Q3 		$1.24M Sell
7,926
-62
-0.8% -$10.7K 0.17% 60
2023
Q2 		$1.43M Sell
7,988
-39
-0.5% -$6.92K 0.19% 57
2023
Q1 		$1.56M Buy
8,027
+138
+2% +$25.3K 0.22% 53
2022
Q4 		$1.37M Sell
7,889
-464
-6% -$80.3K 0.22% 55
2022
Q3 		$1.35M Buy
8,353
+461
+6% +$87.3K 0.24% 52
2022
Q2 		$1.44M Sell
7,892
-74
-0.9% -$13.5K 0.23% 54
2022
Q1 		$1.71M Sell
7,966
-13
-0.2% -$2.76K 0.26% 46
2021
Q4 		$1.71M Buy
+7,979
New +$1.62M 0.24% 49

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

Amplius Wealth Advisors's UPS Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its United Parcel Service (UPS) stake by 18% in Q3 2026, selling an estimated $164K and leaving 6,953 shares worth $650K. The position accounts for 0.04% of the portfolio, ranked #115.

Amplius Wealth Advisors first reported a position in UPS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.71M in Q4 2021. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Amplius Wealth Advisors held 6,953 shares of United Parcel Service worth $650K as of Q3 2026.
  • Amplius Wealth Advisors sold 1,561 United Parcel Service shares in Q3 2026, an estimated $164K.
  • United Parcel Service made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #115 holding.
  • Amplius Wealth Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's United Parcel Service position peaked at $1.71M in Q4 2021.
  • 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

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