BFS
UPS icon

Burkett Financial Services’s United Parcel Service UPS Stock Holding History

Burkett Financial Services’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 		$9.53K Buy
101
+1
+1% +$105 ﹤0.01% 303
2026
Q2 		$10.8K Buy
100
+2
+2% +$208 ﹤0.01% 175
2026
Q1 		$9.73K Buy
98
+1
+1% +$107 ﹤0.01% 172
2025
Q4 		$9.66K Buy
97
+1
+1% +$94 ﹤0.01% 164
2025
Q3 		$8K Buy
96
+2
+2% +$181 ﹤0.01% 158
2025
Q2 		$9.48K Buy
94
+2
+2% +$197 ﹤0.01% 148
2025
Q1 		$10.2K Buy
92
+1
+1% +$120 ﹤0.01% 166
2024
Q4 		$11.5K Buy
91
+1
+1% +$132 ﹤0.01% 140
2024
Q3 		$12.3K Buy
90
+1
+1% +$131 0.01% 128
2024
Q2 		$12.2K Buy
89
+1
+1% +$143 0.01% 131
2024
Q1 		$13K Buy
88
+1
+1% +$152 0.01% 135
2023
Q4 		$13.7K Buy
+87
New +$13.2K 0.01% 128

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

Burkett Financial Services's UPS Position: Q3 2026 in Review

Burkett Financial Services increased its United Parcel Service (UPS) stake by 1% in Q3 2026, buying an estimated $105 and bringing the position to 101 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Burkett Financial Services first reported a position in UPS in Q4 2023 and has held it in 12 quarters since. The position peaked at $13.7K in Q4 2023. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Burkett Financial Services held 101 shares of United Parcel Service worth $9.53K as of Q3 2026.
  • Burkett Financial Services bought 1 United Parcel Service share in Q3 2026, an estimated $105.
  • United Parcel Service made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #303 holding.
  • Burkett Financial Services first reported a position in United Parcel Service in Q4 2023 and has held it in 12 quarters since.
  • Burkett Financial Services's United Parcel Service position peaked at $13.7K in Q4 2023.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.