Cantor Fitzgerald Investment Advisors’s United Parcel Service UPS Stock Holding History

Cantor Fitzgerald Investment Advisors’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	$16.3M	Buy	174,271 +2,910	+2%	+$306K	1.11%	33
2026 Q2	$18.4M	Buy	171,361 +1,671	+1%	+$174K	1.24%	20
2026 Q1	$16.7M	Buy	169,690 +18,030	+12%	+$1.93M	1.23%	21
2025 Q4	$15M	Sell	151,660 -19,444	-11%	-$1.82M	1.11%	26
2025 Q3	$14.3M	Buy	171,104 +2,752	+2%	+$249K	0.97%	36
2025 Q2	$17M	Buy	168,352 +1,419	+0.9%	+$140K	1.2%	23
2025 Q1	$18.4M	Buy	166,933 +46,758	+39%	+$5.59M	1.34%	18
2024 Q4	$15.2M	Buy	120,175 +1,523	+1%	+$200K	1.05%	39
2024 Q3	$16.2M	Buy	118,652 +55,198	+87%	+$7.25M	1.1%	36
2024 Q2	$8.68M	Buy	63,454 +15,794	+33%	+$2.26M	0.67%	62
2024 Q1	$7.08M	Sell	47,660 -1,197	-2%	-$182K	0.53%	67
2023 Q4	$7.68M	Buy	+48,857	New	+$7.39M	0.59%	64
2022 Q1	$2.28M	Hold	10,617	–	–	0.1%	130
2021 Q4	$2.28M	Hold	10,617	–	–	0.14%	128
2021 Q3	$1.93M	Sell	10,617 -270	-2%	-$53.3K	0.14%	93
2021 Q2	$2.26M	Buy	10,887 +320	+3%	+$64K	0.17%	91
2021 Q1	$1.78M	Hold	10,567	–	–	0.25%	29
2020 Q4	$1.78M	Buy	10,567 +200	+2%	+$33.8K	0.25%	29
2020 Q3	$1.15M	Hold	10,367	–	–	0.19%	32
2020 Q2	$1.15M	Hold	10,367	–	–	0.19%	32
2020 Q1	$968K	Hold	10,367	–	–	0.18%	31
2019 Q4	$1.21M	Hold	10,367	–	–	0.19%	28
2019 Q3	$1.24M	Hold	10,367	–	–	0.2%	29
2019 Q2	$1.07M	Hold	10,367	–	–	0.17%	29
2019 Q1	$1.16M	Hold	10,367	–	–	0.18%	28
2018 Q4	$1.01M	Hold	10,367	–	–	0.17%	29
2018 Q3	$1.21M	Hold	10,367	–	–	0.15%	31
2018 Q2	$1.1M	Hold	10,367	–	–	0.13%	31
2018 Q1	$1.08M	Hold	10,367	–	–	0.13%	31
2017 Q4	$1.24M	Hold	10,367	–	–	0.15%	32
2017 Q3	$1.25M	Hold	10,367	–	–	0.15%	32
2017 Q2	$1.15M	Buy	+10,367	New	+$1.11M	0.14%	34

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

CAM

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

JPWM

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

GGI

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

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's UPS Position: Q3 2026 in Review

Cantor Fitzgerald Investment Advisors increased its United Parcel Service (UPS) stake by 1.7% in Q3 2026, buying an estimated $306K and bringing the position to 174,271 shares worth $16.3M. The position accounts for 1.11% of the portfolio, ranked #33.

Cantor Fitzgerald Investment Advisors first reported a position in UPS in Q2 2017 and has held it in 32 quarters since. The position peaked at $18.4M in Q2 2026. 335 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Cantor Fitzgerald Investment Advisors held 174,271 shares of United Parcel Service worth $16.3M as of Q3 2026.
Cantor Fitzgerald Investment Advisors bought 2,910 United Parcel Service shares in Q3 2026, an estimated $306K.
United Parcel Service made up 1.11% of Cantor Fitzgerald Investment Advisors's portfolio in Q3 2026, its #33 holding.
Cantor Fitzgerald Investment Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 32 quarters since.
Cantor Fitzgerald Investment Advisors's United Parcel Service position peaked at $18.4M in Q2 2026.
335 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.