Clark & Stuart Inc’s United Parcel Service UPS Stock Holding History

Clark & Stuart Inc’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	$8.17M	Buy	87,399 +1,806	+2%	+$190K	5.03%	8
2026 Q2	$9.2M	Buy	85,593 +2,517	+3%	+$262K	5.77%	4
2026 Q1	$8.17M	Sell	83,076 -122	-0.1%	-$13.1K	5.51%	4
2025 Q4	$8.25M	Sell	83,198 -3,974	-5%	-$372K	5.69%	5
2025 Q3	$7.28M	Buy	87,172 +24,694	+40%	+$2.24M	5.21%	8
2025 Q2	$6.31M	Buy	62,478 +3,450	+6%	+$339K	4.75%	8
2025 Q1	$6.49M	Buy	59,028 +113	+0.2%	+$13.5K	4.73%	8
2024 Q4	$7.43M	Buy	+58,915	New	+$7.75M	5.44%	8

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

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

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

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Clark & Stuart Inc's UPS Position: Q3 2026 in Review

Clark & Stuart Inc increased its United Parcel Service (UPS) stake by 2.1% in Q3 2026, buying an estimated $190K and bringing the position to 87,399 shares worth $8.17M. The position accounts for 5.03% of the portfolio, ranked #8.

Clark & Stuart Inc first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $9.2M in Q2 2026. 508 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Clark & Stuart Inc held 87,399 shares of United Parcel Service worth $8.17M as of Q3 2026.
Clark & Stuart Inc bought 1,806 United Parcel Service shares in Q3 2026, an estimated $190K.
United Parcel Service made up 5.03% of Clark & Stuart Inc's portfolio in Q3 2026, its #8 holding.
Clark & Stuart Inc first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
Clark & Stuart Inc's United Parcel Service position peaked at $9.2M in Q2 2026.
508 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.