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Armstrong Advisory Group’s United Parcel Service UPS Stock Holding History

Armstrong Advisory 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 		$2.58M Buy
27,565
+194
+0.7% +$20.4K 0.16% 51
2026
Q2 		$2.94M Sell
27,371
-7,162
-21% -$745K 0.18% 46
2026
Q1 		$3.4M Sell
34,533
-6,754
-16% -$724K 0.23% 44
2025
Q4 		$4.1M Sell
41,287
-6,279
-13% -$587K 0.28% 42
2025
Q3 		$3.97M Sell
47,566
-7,029
-13% -$637K 0.28% 42
2025
Q2 		$5.51M Sell
54,595
-13,576
-20% -$1.34M 0.42% 31
2025
Q1 		$8.6M Hold
68,171
– – 0.69% 25
2024
Q4 		$8.6M Sell
68,171
-6,975
-9% -$918K 0.69% 25
2024
Q3 		$10.2M Sell
75,146
-3,820
-5% -$502K 0.85% 23
2024
Q2 		$10.8M Sell
78,966
-6,649
-8% -$952K 0.96% 21
2024
Q1 		$13.5M Hold
85,615
– – 1.31% 21
2023
Q4 		$13.5M Sell
85,615
-108
-0.1% -$16.3K 1.31% 21
2023
Q3 		$13.4M Buy
85,723
+76
+0.1% +$13.1K 1.46% 20
2023
Q2 		$15.4M Sell
85,647
-106
-0.1% -$18.8K 1.63% 16
2023
Q1 		$16.6M Buy
85,753
+51
+0.1% +$9.36K 1.97% 16
2022
Q4 		$14.9M Buy
+85,702
New +$14.8M 1.96% 14

Other funds holding UPS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Armstrong Advisory Group's UPS Position: Q3 2026 in Review

Armstrong Advisory Group increased its United Parcel Service (UPS) stake by 0.71% in Q3 2026, buying an estimated $20.4K and bringing the position to 27,565 shares worth $2.58M. The position accounts for 0.16% of the portfolio, ranked #51.

Armstrong Advisory Group first reported a position in UPS in Q4 2022 and has held it in 16 quarters since. The position peaked at $16.6M in Q1 2023. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Armstrong Advisory Group held 27,565 shares of United Parcel Service worth $2.58M as of Q3 2026.
  • Armstrong Advisory Group bought 194 United Parcel Service shares in Q3 2026, an estimated $20.4K.
  • United Parcel Service made up 0.16% of Armstrong Advisory Group's portfolio in Q3 2026, its #51 holding.
  • Armstrong Advisory Group first reported a position in United Parcel Service in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's United Parcel Service position peaked at $16.6M in Q1 2023.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.