Annex Advisory Services
UPS icon

Annex Advisory Services’s United Parcel Service UPS Stock Holding History

Annex Advisory Services’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 		$294K Sell
3,143
-823
-21% -$86.4K ﹤0.01% 328
2026
Q2 		$426K Sell
3,966
-191
-5% -$19.9K 0.01% 272
2026
Q1 		$409K Buy
4,157
+345
+9% +$37K 0.01% 273
2025
Q4 		$378K Sell
3,812
-29
-0.8% -$2.71K 0.01% 272
2025
Q3 		$321K Sell
3,841
-635
-14% -$57.5K 0.01% 250
2025
Q2 		$452K Sell
4,476
-175
-4% -$17.2K 0.01% 223
2025
Q1 		$512K Buy
4,651
+66
+1% +$7.89K 0.01% 209
2024
Q4 		$578K Buy
4,585
+15
+0.3% +$1.97K 0.02% 200
2024
Q3 		$623K Sell
4,570
-139
-3% -$18.2K 0.02% 173
2024
Q2 		$644K Buy
4,709
+15
+0.3% +$2.15K 0.02% 161
2024
Q1 		$698K Sell
4,694
-94
-2% -$14.3K 0.02% 153
2023
Q4 		$753K Sell
4,788
-192
-4% -$29K 0.03% 143
2023
Q3 		$776K Buy
4,980
+125
+3% +$21.6K 0.05% 120
2023
Q2 		$870K Buy
4,855
+445
+10% +$79K 0.05% 115
2023
Q1 		$855K Sell
4,410
-23
-0.5% -$4.22K 0.05% 115
2022
Q4 		$771K Sell
4,433
-318
-7% -$55K 0.04% 128
2022
Q3 		$767K Sell
4,751
-2,854
-38% -$540K 0.05% 130
2022
Q2 		$1.39M Buy
7,605
+2,450
+48% +$447K 0.1% 110
2022
Q1 		$1.11M Buy
5,155
+125
+2% +$26.6K 0.08% 121
2021
Q4 		$1.08M Buy
5,030
+258
+5% +$52.5K 0.07% 121
2021
Q3 		$869K Sell
4,772
-121
-2% -$23.9K 0.07% 122
2021
Q2 		$1.02M Buy
+4,893
New +$979K 0.08% 114
2020
Q1 		– Sell
-2,311
Closed -$271K – 139
2019
Q4 		$271K Buy
+2,311
New +$274K 0.03% 110
2019
Q3 		– Sell
-2,021
Closed -$209K – 130
2019
Q2 		$209K Hold
2,021
– – 0.03% 113
2019
Q1 		$226K Buy
+2,021
New +$214K 0.03% 115

Other funds holding UPS

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Annex Advisory Services's UPS Position: Q3 2026 in Review

Annex Advisory Services reduced its United Parcel Service (UPS) stake by 21% in Q3 2026, selling an estimated $86.4K and leaving 3,143 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Annex Advisory Services first reported a position in UPS in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.39M in Q2 2022. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Annex Advisory Services held 3,143 shares of United Parcel Service worth $294K as of Q3 2026.
  • Annex Advisory Services sold 823 United Parcel Service shares in Q3 2026, an estimated $86.4K.
  • United Parcel Service made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #328 holding.
  • Annex Advisory Services first reported a position in United Parcel Service in Q1 2019 and has held it in 25 quarters since.
  • Annex Advisory Services's United Parcel Service position peaked at $1.39M in Q2 2022.
  • 612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.