Aprio Wealth Management
UPS icon

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

Aprio 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 		$415K Sell
4,438
-125
-3% -$13.1K 0.02% 448
2026
Q2 		$491K Buy
4,563
+871
+24% +$90.5K 0.02% 387
2026
Q1 		$363K Buy
3,692
+316
+9% +$33.9K 0.02% 442
2025
Q4 		$336K Buy
+3,376
New +$316K 0.02% 410

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

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

Aprio Wealth Management reduced its United Parcel Service (UPS) stake by 2.7% in Q3 2026, selling an estimated $13.1K and leaving 4,438 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #448.

Aprio Wealth Management first reported a position in UPS in Q4 2025 and has held it in 4 quarters since. The position peaked at $491K in Q2 2026. 1,296 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Aprio Wealth Management held 4,438 shares of United Parcel Service worth $415K as of Q3 2026.
  • Aprio Wealth Management sold 125 United Parcel Service shares in Q3 2026, an estimated $13.1K.
  • United Parcel Service made up 0.02% of Aprio Wealth Management's portfolio in Q3 2026, its #448 holding.
  • Aprio Wealth Management first reported a position in United Parcel Service in Q4 2025 and has held it in 4 quarters since.
  • Aprio Wealth Management's United Parcel Service position peaked at $491K in Q2 2026.
  • 1,296 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.