ARS Wealth Advisors Group
UPS icon

ARS Wealth Advisors Group’s United Parcel Service UPS Stock Holding History

ARS Wealth Advisors 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 		$5.69M Buy
60,912
+1,516
+3% +$159K 0.41% 46
2026
Q2 		$6.39M Buy
59,396
+5,150
+9% +$535K 0.5% 43
2026
Q1 		$5.34M Buy
54,246
+5,651
+12% +$606K 0.45% 45
2025
Q4 		$4.82M Buy
48,595
+2,727
+6% +$255K 0.43% 42
2025
Q3 		$3.83M Buy
45,868
+3,568
+8% +$323K 0.38% 47
2025
Q2 		$4.27M Buy
42,300
+3,607
+9% +$355K 0.49% 40
2025
Q1 		$4.26M Buy
38,693
+2,959
+8% +$354K 0.6% 34
2024
Q4 		$4.51M Buy
35,734
+605
+2% +$79.6K 0.62% 35
2024
Q3 		$4.79M Buy
35,129
+903
+3% +$119K 0.59% 38
2024
Q2 		$4.68M Sell
34,226
-374
-1% -$53.5K 0.61% 39
2024
Q1 		$5.14M Sell
34,600
-5,314
-13% -$808K 0.69% 38
2023
Q4 		$6.28M Sell
39,914
-149
-0.4% -$22.5K 0.93% 35
2023
Q3 		$6.24M Buy
40,063
+1,003
+3% +$173K 1.02% 39
2023
Q2 		$7M Buy
39,060
+1,766
+5% +$314K 1.11% 36
2023
Q1 		$7.23M Buy
37,294
+12,484
+50% +$2.29M 1.33% 31
2022
Q4 		$4.31M Buy
24,810
+976
+4% +$169K 0.71% 48
2022
Q3 		$3.85M Buy
23,834
+1,060
+5% +$201K 0.59% 50
2022
Q2 		$4.16M Buy
+22,774
New +$4.15M 0.57% 57

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

ARS Wealth Advisors Group's UPS Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its United Parcel Service (UPS) stake by 2.6% in Q3 2026, buying an estimated $159K and bringing the position to 60,912 shares worth $5.69M. The position accounts for 0.41% of the portfolio, ranked #46.

ARS Wealth Advisors Group first reported a position in UPS in Q2 2022 and has held it in 18 quarters since. The position peaked at $7.23M in Q1 2023. 873 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • ARS Wealth Advisors Group held 60,912 shares of United Parcel Service worth $5.69M as of Q3 2026.
  • ARS Wealth Advisors Group bought 1,516 United Parcel Service shares in Q3 2026, an estimated $159K.
  • United Parcel Service made up 0.41% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #46 holding.
  • ARS Wealth Advisors Group first reported a position in United Parcel Service in Q2 2022 and has held it in 18 quarters since.
  • ARS Wealth Advisors Group's United Parcel Service position peaked at $7.23M in Q1 2023.
  • 873 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.