AWE
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Avidian Wealth Enterprises’s United Parcel Service UPS Stock Holding History

Avidian Wealth Enterprises’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 		$2.36M Sell
25,261
-1,106
-4% -$116K 0.07% 191
2026
Q2 		$2.83M Buy
26,367
+2,592
+11% +$269K 0.08% 159
2026
Q1 		$2.34M Buy
23,775
+10,726
+82% +$1.15M 0.07% 172
2025
Q4 		$1.29M Buy
13,049
+16
+0.1% +$1.5K 0.05% 189
2025
Q3 		$1.09M Sell
13,033
-152
-1% -$13.8K 0.04% 208
2025
Q2 		$1.33M Sell
13,185
-730
-5% -$71.8K 0.05% 170
2025
Q1 		$1.53M Sell
13,915
-526
-4% -$62.9K 0.07% 151
2024
Q4 		$1.82M Sell
14,441
-530
-4% -$69.8K 0.08% 130
2024
Q3 		$2.04M Sell
14,971
-7,810
-34% -$1.03M 0.09% 114
2024
Q2 		$3.12M Buy
22,781
+869
+4% +$124K 0.13% 91
2024
Q1 		$3.26M Buy
21,912
+579
+3% +$88K 0.16% 79
2023
Q4 		$3.35M Buy
21,333
+45
+0.2% +$6.8K 0.21% 78
2023
Q3 		$3.32M Sell
21,288
-626
-3% -$108K 0.23% 77
2023
Q2 		$3.93M Buy
21,914
+9,127
+71% +$1.62M 0.26% 79
2023
Q1 		$2.48M Buy
12,787
+51
+0.4% +$9.36K 0.14% 125
2022
Q4 		$2.21M Sell
12,736
-110
-0.9% -$19K 0.14% 119
2022
Q3 		$2.08M Sell
12,846
-101
-0.8% -$19.1K 0.15% 95
2022
Q2 		$2.36M Sell
12,947
-1,641
-11% -$299K 0.17% 97
2022
Q1 		$3.13M Buy
14,588
+1,117
+8% +$237K 0.19% 90
2021
Q4 		$2.89M Buy
13,471
+1,766
+15% +$359K 0.18% 99
2021
Q3 		$2.13M Buy
11,705
+9,035
+338% +$1.78M 0.16% 91
2021
Q2 		$555K Buy
2,670
+500
+23% +$100K 0.04% 200
2021
Q1 		$369K Buy
2,170
+262
+14% +$42.4K 0.03% 250
2020
Q4 		$321K Buy
1,908
+321
+20% +$54.2K 0.03% 249
2020
Q3 		$264K Buy
+1,587
New +$231K 0.03% 232

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

Avidian Wealth Enterprises's UPS Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its United Parcel Service (UPS) stake by 4.2% in Q3 2026, selling an estimated $116K and leaving 25,261 shares worth $2.36M. The position accounts for 0.07% of the portfolio, ranked #191.

Avidian Wealth Enterprises first reported a position in UPS in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.93M in Q2 2023. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Avidian Wealth Enterprises held 25,261 shares of United Parcel Service worth $2.36M as of Q3 2026.
  • Avidian Wealth Enterprises sold 1,106 United Parcel Service shares in Q3 2026, an estimated $116K.
  • United Parcel Service made up 0.07% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #191 holding.
  • Avidian Wealth Enterprises first reported a position in United Parcel Service in Q3 2020 and has held it in 25 quarters since.
  • Avidian Wealth Enterprises's United Parcel Service position peaked at $3.93M in Q2 2023.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.