Barlow Wealth Partners’s United Parcel Service UPS Stock Holding History

Barlow Wealth 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	$302K	Sell	3,245 -4	-0.1%	-$420	0.03%	116
2026 Q2	$357K	Buy	3,249 +600	+23%	+$62.4K	0.04%	107
2026 Q1	$282K	Buy	2,649 +119	+5%	+$12.8K	0.03%	118
2025 Q4	$273K	Buy	2,530 +25	+1%	+$2.34K	0.03%	116
2025 Q3	$218K	Hold	2,505	–	–	0.02%	125
2025 Q2	$264K	Buy	+2,505	New	+$246K	0.03%	116
2024 Q4	–	Sell	-1,638	Closed	-$215K	–	154
2024 Q3	$215K	Hold	1,638	–	–	0.03%	145
2024 Q2	$211K	Hold	1,638	–	–	0.03%	147
2024 Q1	$237K	Hold	1,638	–	–	0.03%	134
2023 Q4	$258K	Buy	+1,638	New	+$248K	0.04%	125

Other funds holding UPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Barlow Wealth Partners's UPS Position: Q3 2026 in Review

Barlow Wealth Partners reduced its United Parcel Service (UPS) stake by 0.12% in Q3 2026, selling an estimated $420 and leaving 3,245 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #116.

Barlow Wealth Partners first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $357K in Q2 2026. 1,296 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Barlow Wealth Partners held 3,245 shares of United Parcel Service worth $302K as of Q3 2026.
Barlow Wealth Partners sold 4 United Parcel Service shares in Q3 2026, an estimated $420.
United Parcel Service made up 0.03% of Barlow Wealth Partners's portfolio in Q3 2026, its #116 holding.
Barlow Wealth Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Barlow Wealth Partners's United Parcel Service position peaked at $357K in Q2 2026.
1,296 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.