Centerpoint Advisors
UPS icon

Centerpoint Advisors’s United Parcel Service UPS Stock Holding History

Centerpoint 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 		$21K Hold
229
– – 0.01% 236
2026
Q2 		$25K Hold
229
– – 0.01% 230
2026
Q1 		$23K Hold
229
– – 0.01% 218
2025
Q4 		$23K Sell
229
-189
-45% -$17.7K 0.01% 223
2025
Q3 		$35K Buy
418
+4
+1% +$362 0.01% 191
2025
Q2 		$42K Buy
414
+232
+127% +$22.8K 0.01% 173
2025
Q1 		$20K Sell
182
-57
-24% -$6.82K 0.01% 244
2024
Q4 		$30K Buy
239
+2
+0.8% +$263 0.01% 213
2024
Q3 		$32K Buy
237
+2
+0.9% +$263 0.01% 217
2024
Q2 		$32K Buy
235
+175
+292% +$25.1K 0.01% 214
2024
Q1 		$9K Hold
60
– – ﹤0.01% 331
2023
Q4 		$9K Sell
60
-32
-35% -$4.84K ﹤0.01% 332
2023
Q3 		$14K Hold
92
– – 0.01% 301
2023
Q2 		$16K Sell
92
-91
-50% -$16.2K 0.01% 299
2023
Q1 		$36K Buy
183
+123
+205% +$22.6K 0.02% 189
2022
Q4 		$10K Hold
60
– – ﹤0.01% 309
2022
Q3 		$10K Hold
60
– – 0.01% 222
2022
Q2 		$11K Hold
60
– – 0.01% 224
2022
Q1 		$13K Hold
60
– – 0.01% 214
2021
Q4 		$13K Hold
60
– – 0.01% 205
2021
Q3 		$11K Hold
60
– – 0.01% 195
2021
Q2 		$12K Hold
60
– – 0.01% 196
2021
Q1 		$10K Hold
60
– – 0.01% 177
2020
Q4 		$10K Buy
+60
New +$10.1K 0.01% 165
2018
Q3 		– Sell
-144
Closed -$15K – 355
2018
Q2 		$15K Buy
+144
New +$16.2K 0.01% 158

Other funds holding UPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Centerpoint Advisors's UPS Position: Q3 2026 in Review

Centerpoint Advisors held its United Parcel Service (UPS) position steady in Q3 2026 at 229 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #236.

Centerpoint Advisors first reported a position in UPS in Q2 2018 and has held it in 25 quarters since. The position peaked at $42K in Q2 2025. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Centerpoint Advisors held 229 shares of United Parcel Service worth $21K as of Q3 2026.
  • Centerpoint Advisors left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up 0.01% of Centerpoint Advisors's portfolio in Q3 2026, its #236 holding.
  • Centerpoint Advisors first reported a position in United Parcel Service in Q2 2018 and has held it in 25 quarters since.
  • Centerpoint Advisors's United Parcel Service position peaked at $42K in Q2 2025.
  • 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.