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

BLVD 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	$1.69M	Sell	18,107 -180	-1%	-$18.9K	1.26%	24
2026 Q2	$1.97M	Buy	18,287 +230	+1%	+$23.9K	1.46%	22
2026 Q1	$1.78M	Sell	18,057 -4,541	-20%	-$487K	1.54%	17
2025 Q4	$2.24M	Sell	22,598 -167	-0.7%	-$15.6K	1.95%	13
2025 Q3	$1.9M	Buy	22,765 +8,109	+55%	+$734K	1.63%	16
2025 Q2	$1.48M	Buy	+14,656	New	+$1.44M	1.39%	20

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

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

BLVD Private Wealth reduced its United Parcel Service (UPS) stake by 0.98% in Q3 2026, selling an estimated $18.9K and leaving 18,107 shares worth $1.69M. The position accounts for 1.26% of the portfolio, ranked #24.

BLVD Private Wealth first reported a position in UPS in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q4 2025. 390 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

BLVD Private Wealth held 18,107 shares of United Parcel Service worth $1.69M as of Q3 2026.
BLVD Private Wealth sold 180 United Parcel Service shares in Q3 2026, an estimated $18.9K.
United Parcel Service made up 1.26% of BLVD Private Wealth's portfolio in Q3 2026, its #24 holding.
BLVD Private Wealth first reported a position in United Parcel Service in Q2 2025 and has held it in 6 quarters since.
BLVD Private Wealth's United Parcel Service position peaked at $2.24M in Q4 2025.
390 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.