Claro Advisors
UPS icon

Claro Advisors’s United Parcel Service UPS Stock Holding History

Claro 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 		$364K Buy
3,900
+961
+33% +$101K 0.04% 361
2026
Q2 		$316K Sell
2,939
-1,804
-38% -$188K 0.03% 392
2026
Q1 		$467K Sell
4,743
-115
-2% -$12.3K 0.06% 255
2025
Q4 		$482K Buy
4,858
+805
+20% +$75.3K 0.07% 227
2025
Q3 		$339K Buy
4,053
+203
+5% +$18.4K 0.05% 294
2025
Q2 		$389K Sell
3,850
-550
-13% -$54.1K 0.06% 247
2025
Q1 		$484K Buy
4,400
+744
+20% +$89K 0.06% 272
2024
Q4 		$461K Sell
3,656
-253
-6% -$33.3K 0.06% 260
2024
Q3 		$533K Buy
3,909
+1,367
+54% +$179K 0.07% 259
2024
Q2 		$348K Sell
2,542
-169
-6% -$24.2K 0.05% 294
2024
Q1 		$403K Buy
2,711
+267
+11% +$40.6K 0.07% 267
2023
Q4 		$384K Sell
2,444
-810
-25% -$122K 0.08% 253
2023
Q3 		$507K Sell
3,254
-288
-8% -$49.7K 0.13% 197
2023
Q2 		$635K Sell
3,542
-119
-3% -$21.1K 0.16% 159
2023
Q1 		$710K Buy
3,661
+33
+0.9% +$6.05K 0.21% 118
2022
Q4 		$631K Buy
3,628
+323
+10% +$55.9K 0.21% 118
2022
Q3 		$603K Hold
3,305
– – 0.24% 109
2022
Q2 		$603K Sell
3,305
-602
-15% -$110K 0.24% 109
2022
Q1 		$837K Hold
3,907
– – 0.3% 86
2021
Q4 		$837K Buy
3,907
+41
+1% +$8.34K 0.3% 86
2021
Q3 		$704K Buy
3,866
+181
+5% +$35.7K 0.3% 90
2021
Q2 		$766K Buy
3,685
+31
+0.8% +$6.2K 0.34% 75
2021
Q1 		$621K Buy
3,654
+788
+27% +$127K 0.31% 87
2020
Q4 		$483K Sell
2,866
-204
-7% -$34.4K 0.26% 113
2020
Q3 		$512K Sell
3,070
-196
-6% -$28.5K 0.32% 89
2020
Q2 		$363K Buy
3,266
+318
+11% +$31.7K 0.25% 116
2020
Q1 		$275K Sell
2,948
-40
-1% -$4.14K 0.26% 119
2019
Q4 		$350K Buy
2,988
+1
+0% +$118 0.27% 103
2019
Q3 		$358K Buy
2,987
+247
+9% +$28.2K 0.32% 99
2019
Q2 		$283K Buy
2,740
+697
+34% +$72.5K 0.26% 120
2019
Q1 		$228K Buy
2,043
+114
+6% +$12.1K 0.23% 133
2018
Q4 		$225K Buy
+1,929
New +$209K 0.18% 120

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Claro Advisors's UPS Position: Q3 2026 in Review

Claro Advisors increased its United Parcel Service (UPS) stake by 33% in Q3 2026, buying an estimated $101K and bringing the position to 3,900 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #361.

Claro Advisors first reported a position in UPS in Q4 2018 and has held it in 32 quarters since. The position peaked at $837K in Q1 2022. 977 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Claro Advisors held 3,900 shares of United Parcel Service worth $364K as of Q3 2026.
  • Claro Advisors bought 961 United Parcel Service shares in Q3 2026, an estimated $101K.
  • United Parcel Service made up 0.04% of Claro Advisors's portfolio in Q3 2026, its #361 holding.
  • Claro Advisors first reported a position in United Parcel Service in Q4 2018 and has held it in 32 quarters since.
  • Claro Advisors's United Parcel Service position peaked at $837K in Q1 2022.
  • 977 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

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