Aspect Partners’s United Parcel Service UPS Stock Holding History

Aspect Partners’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	$1.03K	Hold	11	–	–	﹤0.01%	583
2026 Q2	$1.18K	Sell	11 -19	-63%	-$1.98K	﹤0.01%	553
2026 Q1	$2.95K	Hold	30	–	–	﹤0.01%	435
2025 Q4	$2.98K	Buy	30 +11	+58%	+$1.03K	﹤0.01%	457
2025 Q3	$1.59K	Sell	19 -8	-30%	-$725	﹤0.01%	614
2025 Q2	$2.72K	Sell	27 -18	-40%	-$1.77K	﹤0.01%	443
2025 Q1	$4.95K	Sell	45 -4	-8%	-$478	﹤0.01%	334
2024 Q4	$6.18K	Buy	49 +3	+7%	+$395	﹤0.01%	339
2024 Q3	$6.27K	Buy	46 +7	+18%	+$919	﹤0.01%	330
2024 Q2	$5.34K	Sell	39 -23	-37%	-$3.29K	﹤0.01%	344
2024 Q1	$9.22K	Buy	62 +2	+3%	+$304	0.01%	279
2023 Q4	$9.43K	Buy	+60	New	+$9.07K	0.01%	264

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Aspect Partners's UPS Position: Q3 2026 in Review

Aspect Partners held its United Parcel Service (UPS) position steady in Q3 2026 at 11 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Aspect Partners first reported a position in UPS in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.43K in Q4 2023. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Aspect Partners held 11 shares of United Parcel Service worth $1.03K as of Q3 2026.
Aspect Partners left its United Parcel Service share count unchanged in Q3 2026.
United Parcel Service made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #583 holding.
Aspect Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's United Parcel Service position peaked at $9.43K in Q4 2023.
612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.