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Atwood & Palmer’s United Parcel Service UPS Stock Holding History

Atwood & Palmer’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 		$1.87K Hold
20
– – ﹤0.01% 446
2026
Q2 		$2.15K Hold
20
– – ﹤0.01% 436
2026
Q1 		$1.97K Hold
20
– – ﹤0.01% 445
2025
Q4 		$1.98K Hold
20
– – ﹤0.01% 448
2025
Q3 		$1.67K Hold
20
– – ﹤0.01% 450
2025
Q2 		$2.02K Hold
20
– – ﹤0.01% 469
2025
Q1 		$2.2K Hold
20
– – ﹤0.01% 392
2024
Q4 		$2.52K Hold
20
– – ﹤0.01% 410
2024
Q3 		$2.73K Hold
20
– – ﹤0.01% 402
2024
Q2 		$2.74K Hold
20
– – ﹤0.01% 384
2024
Q1 		$2.97K Sell
20
-32
-62% -$4.86K ﹤0.01% 352
2023
Q4 		$8.18K Hold
52
– – ﹤0.01% 323
2023
Q3 		$8.11K Hold
52
– – ﹤0.01% 314
2023
Q2 		$9.32K Buy
52
+20
+63% +$3.55K ﹤0.01% 316
2023
Q1 		$6.21K Hold
32
– – ﹤0.01% 321
2022
Q4 		$5.56K Hold
32
– – ﹤0.01% 346
2022
Q3 		$5K Hold
32
– – ﹤0.01% 337
2022
Q2 		$6K Sell
32
-166
-84% -$30.3K ﹤0.01% 354
2022
Q1 		$42K Buy
198
+12
+6% +$2.55K ﹤0.01% 242
2021
Q4 		$40K Buy
186
+53
+40% +$10.8K ﹤0.01% 254
2021
Q3 		$24K Buy
133
+117
+731% +$23.1K ﹤0.01% 292
2021
Q2 		$3K Hold
16
– – ﹤0.01% 396
2021
Q1 		$3K Buy
+16
New +$2.59K ﹤0.01% 419
2018
Q3 		– Sell
-33
Closed -$4K – 334
2018
Q2 		$4K Buy
+33
New +$3.71K ﹤0.01% 280
2016
Q1 		– Sell
-17
Closed -$2K – 387
2015
Q4 		$2K Hold
17
– – ﹤0.01% 382
2015
Q3 		$2K Hold
17
– – ﹤0.01% 410
2015
Q2 		$2K Hold
17
– – ﹤0.01% 357
2015
Q1 		$2K Sell
17
-216
-93% -$22.2K ﹤0.01% 314
2014
Q4 		$26K Sell
233
-17
-7% -$1.79K ﹤0.01% 235
2014
Q3 		$25K Buy
250
+50
+25% +$4.97K ﹤0.01% 247
2014
Q2 		$21K Buy
+200
New +$20.1K 0.01% 236

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

Atwood & Palmer's UPS Position: Q3 2026 in Review

Atwood & Palmer held its United Parcel Service (UPS) position steady in Q3 2026 at 20 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Atwood & Palmer first reported a position in UPS in Q2 2014 and has held it in 31 quarters since. The position peaked at $42K in Q1 2022. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Atwood & Palmer held 20 shares of United Parcel Service worth $1.87K as of Q3 2026.
  • Atwood & Palmer left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #446 holding.
  • Atwood & Palmer first reported a position in United Parcel Service in Q2 2014 and has held it in 31 quarters since.
  • Atwood & Palmer's United Parcel Service position peaked at $42K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.