CMH Wealth Management
UPS icon

CMH Wealth Management’s United Parcel Service UPS Stock Holding History

CMH Wealth Management’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 		$237K Sell
2,539
-101
-4% -$10.6K 0.04% 107
2026
Q2 		$284K Sell
2,640
-295
-10% -$30.7K 0.04% 108
2026
Q1 		$289K Buy
+2,935
New +$315K 0.05% 105

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

CMH Wealth Management's UPS Position: Q3 2026 in Review

CMH Wealth Management reduced its United Parcel Service (UPS) stake by 3.8% in Q3 2026, selling an estimated $10.6K and leaving 2,539 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #107.

CMH Wealth Management first reported a position in UPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $289K in Q1 2026. 1,296 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • CMH Wealth Management held 2,539 shares of United Parcel Service worth $237K as of Q3 2026.
  • CMH Wealth Management sold 101 United Parcel Service shares in Q3 2026, an estimated $10.6K.
  • United Parcel Service made up 0.04% of CMH Wealth Management's portfolio in Q3 2026, its #107 holding.
  • CMH Wealth Management first reported a position in United Parcel Service in Q1 2026 and has held it in 3 quarters since.
  • CMH Wealth Management's United Parcel Service position peaked at $289K in Q1 2026.
  • 1,296 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.