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Aurora Private Wealth’s United Parcel Service UPS Stock Holding History

Aurora Private Wealth’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 		– Sell
-1,867
Closed -$201K – 182
2026
Q2 		$201K Sell
1,867
-1,592
-46% -$165K 0.13% 173
2026
Q1 		$343K Hold
3,459
– – 0.24% 106
2025
Q4 		$343K Buy
+3,459
New +$324K 0.23% 107
2023
Q4 		– Sell
-1,293
Closed -$202K – 169
2023
Q3 		$202K Buy
1,293
+78
+6% +$13.5K 0.22% 123
2023
Q2 		$218K Sell
1,215
-13
-1% -$2.31K 0.25% 117
2023
Q1 		$238K Buy
+1,228
New +$225K 0.25% 123
2022
Q4 		– Sell
-1,372
Closed -$222K – 177
2022
Q3 		$222K Buy
1,372
+20
+1% +$3.79K 0.1% 147
2022
Q2 		$247K Buy
1,352
+55
+4% +$10K 0.11% 138
2022
Q1 		$278K Buy
1,297
+78
+6% +$16.6K 0.11% 148
2021
Q4 		$261K Sell
1,219
-1,536
-56% -$312K 0.11% 154
2021
Q3 		$502K Hold
2,755
– – 0.2% 98
2021
Q2 		$573K Sell
2,755
-200
-7% -$40K 0.23% 95
2021
Q1 		$502K Buy
2,955
+38
+1% +$6.15K 0.21% 100
2020
Q4 		$491K Buy
2,917
+1,057
+57% +$178K 0.21% 107
2020
Q3 		$310K Buy
+1,860
New +$271K 0.13% 140

Other funds holding UPS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 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
Citigroup
Citigroup New York $308B AUM 40.94% 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 $57.1B AUM 43.46% 1-Year Est. Return

Aurora Private Wealth's UPS Position: Q3 2026 in Review

Aurora Private Wealth sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 1,867 shares — an estimated $201K sold.

Aurora Private Wealth first reported a position in UPS in Q3 2020 and held it in 15 quarters. The position peaked at $573K in Q2 2021. 1,095 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Aurora Private Wealth reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
  • Aurora Private Wealth sold 1,867 United Parcel Service shares in Q3 2026, an estimated $201K.
  • Aurora Private Wealth first reported a position in United Parcel Service in Q3 2020 and held it in 15 quarters.
  • Aurora Private Wealth's United Parcel Service position peaked at $573K in Q2 2021.
  • 1,095 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.