Castleview Partners
UPS icon

Castleview Partners’s United Parcel Service UPS Stock Holding History

Castleview 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 		$515K Buy
5,515
+814
+17% +$85.5K 0.23% 109
2026
Q2 		$505K Buy
4,701
+1,060
+29% +$110K 0.22% 114
2026
Q1 		$358K Buy
3,641
+525
+17% +$56.3K 0.18% 124
2025
Q4 		$309K Buy
3,116
+683
+28% +$63.9K 0.15% 138
2025
Q3 		$203K Buy
+2,433
New +$220K 0.11% 168
2025
Q1 		– Sell
-1,704
Closed -$211K – 542
2024
Q4 		$211K Buy
1,704
+57
+3% +$7.5K 0.11% 184
2024
Q3 		$225K Sell
1,647
-87
-5% -$11.4K 0.13% 162
2024
Q2 		$237K Buy
1,734
+63
+4% +$9.02K 0.13% 152
2024
Q1 		$248K Sell
1,671
-75
-4% -$11.4K 0.14% 159
2023
Q4 		$275K Buy
1,746
+69
+4% +$10.4K 0.19% 113
2023
Q3 		$261K Buy
1,677
+91
+6% +$15.7K 0.24% 94
2023
Q2 		$284K Sell
1,586
-291
-16% -$51.7K 0.26% 86
2023
Q1 		$364K Buy
1,877
+24
+1% +$4.4K 0.32% 75
2022
Q4 		$322K Sell
1,853
-153
-8% -$26.5K 0.31% 77
2022
Q3 		$324K Buy
2,006
+2,004
+100,200% +$379K 0.31% 78
2022
Q2 		$136 Sell
2
-1,969
-100% -$359K ﹤0.01% 747
2022
Q1 		$422K Buy
+1,971
New +$419K 0.26% 79
2021
Q2 		$265K Buy
+1,274
New +$255K 0.12% 185

Other funds holding UPS

Wealth Enhancement Advisory Services
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OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Castleview Partners's UPS Position: Q3 2026 in Review

Castleview Partners increased its United Parcel Service (UPS) stake by 17% in Q3 2026, buying an estimated $85.5K and bringing the position to 5,515 shares worth $515K. The position accounts for 0.23% of the portfolio, ranked #109.

Castleview Partners first reported a position in UPS in Q2 2021 and has held it in 18 quarters since. 508 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Castleview Partners held 5,515 shares of United Parcel Service worth $515K as of Q3 2026.
  • Castleview Partners bought 814 United Parcel Service shares in Q3 2026, an estimated $85.5K.
  • United Parcel Service made up 0.23% of Castleview Partners's portfolio in Q3 2026, its #109 holding.
  • Castleview Partners first reported a position in United Parcel Service in Q2 2021 and has held it in 18 quarters since.
  • 508 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.