Certuity
UPS icon

Certuity’s United Parcel Service UPS Stock Holding History

Certuity’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 		$195K Buy
2,082
+54
+3% +$5.67K 0.01% 664
2026
Q2 		$218K Buy
+2,028
New +$211K 0.01% 600
2025
Q2 		– Sell
-13,592
Closed -$1.49M – 460
2025
Q1 		$1.49M Buy
13,592
+74
+0.5% +$8.85K 0.16% 93
2024
Q4 		$1.7M Buy
13,518
+431
+3% +$56.7K 0.19% 83
2024
Q3 		$1.78M Sell
13,087
-526
-4% -$69.1K 0.19% 92
2024
Q2 		$1.86M Sell
13,613
-243
-2% -$34.8K 0.15% 86
2024
Q1 		$2.06M Sell
13,856
-906
-6% -$138K 0.18% 70
2023
Q4 		$2.32M Buy
14,762
+1,034
+8% +$156K 0.23% 63
2023
Q3 		$2.14M Buy
13,728
+5
+0% +$863 0.25% 60
2023
Q2 		$2.46M Buy
13,723
+52
+0.4% +$9.23K 0.28% 54
2023
Q1 		$2.65M Buy
13,671
+156
+1% +$28.6K 0.39% 38
2022
Q4 		$2.35M Sell
13,515
-1,918
-12% -$332K 0.37% 41
2022
Q3 		$2.49M Buy
15,433
+1,885
+14% +$357K 0.58% 26
2022
Q2 		$2.47M Buy
13,548
+876
+7% +$160K 0.64% 28
2022
Q1 		$2.72M Buy
12,672
+407
+3% +$86.5K 0.59% 36
2021
Q4 		$2.63M Sell
12,265
-1,395
-10% -$284K 0.56% 34
2021
Q3 		$2.49M Buy
13,660
+786
+6% +$155K 0.5% 38
2021
Q2 		$2.68M Sell
12,874
-2,632
-17% -$527K 0.62% 29
2021
Q1 		$2.64M Buy
+15,506
New +$2.51M 0.71% 26
2020
Q2 		– Sell
-788
Closed -$76K – 217
2020
Q1 		$76K Buy
+788
New +$81.6K 0.04% 160

Other funds holding UPS

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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Certuity's UPS Position: Q3 2026 in Review

Certuity increased its United Parcel Service (UPS) stake by 2.7% in Q3 2026, buying an estimated $5.67K and bringing the position to 2,082 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #664.

Certuity first reported a position in UPS in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.72M in Q1 2022. 1,146 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Certuity held 2,082 shares of United Parcel Service worth $195K as of Q3 2026.
  • Certuity bought 54 United Parcel Service shares in Q3 2026, an estimated $5.67K.
  • United Parcel Service made up 0.01% of Certuity's portfolio in Q3 2026, its #664 holding.
  • Certuity first reported a position in United Parcel Service in Q1 2020 and has held it in 20 quarters since.
  • Certuity's United Parcel Service position peaked at $2.72M in Q1 2022.
  • 1,146 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Certuity's 13F filing for Q3 2026, filed 2 Nov 2026.