Ares Financial Consulting
UPS icon

Ares Financial Consulting’s United Parcel Service UPS Stock Holding History

Ares Financial Consulting’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 		$296K Sell
3,166
-443
-12% -$46.5K 0.2% 65
2026
Q2 		$388K Buy
3,609
+26
+0.7% +$2.7K 0.28% 58
2026
Q1 		$351K Buy
3,583
+200
+6% +$21.4K 0.28% 56
2025
Q4 		$336K Buy
+3,383
New +$316K 0.32% 57

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

Ares Financial Consulting's UPS Position: Q3 2026 in Review

Ares Financial Consulting reduced its United Parcel Service (UPS) stake by 12% in Q3 2026, selling an estimated $46.5K and leaving 3,166 shares worth $296K. The position accounts for 0.2% of the portfolio, ranked #65.

Ares Financial Consulting first reported a position in UPS in Q4 2025 and has held it in 4 quarters since. The position peaked at $388K in Q2 2026. 1,217 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Ares Financial Consulting held 3,166 shares of United Parcel Service worth $296K as of Q3 2026.
  • Ares Financial Consulting sold 443 United Parcel Service shares in Q3 2026, an estimated $46.5K.
  • United Parcel Service made up 0.2% of Ares Financial Consulting's portfolio in Q3 2026, its #65 holding.
  • Ares Financial Consulting first reported a position in United Parcel Service in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's United Parcel Service position peaked at $388K in Q2 2026.
  • 1,217 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.