CogentBlue Wealth Advisors’s United Parcel Service UPS Stock Holding History

CogentBlue Wealth 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	$206K	Sell	2,209 -1,113	-34%	-$117K	0.19%	51
2026 Q2	$357K	Buy	3,322 +528	+19%	+$54.9K	0.2%	63
2026 Q1	$275K	Buy	2,794 +149	+6%	+$16K	0.18%	52
2025 Q4	$262K	Hold	2,645	–	–	0.18%	58
2025 Q3	$221K	Sell	2,645 -20	-0.8%	-$1.81K	0.15%	68
2025 Q2	$269K	Sell	2,665 -244	-8%	-$24K	0.21%	59
2025 Q1	$320K	Buy	2,909 +326	+13%	+$39K	0.28%	42
2024 Q4	$326K	Buy	+2,583	New	+$340K	0.29%	39

Other funds holding UPS

CAM

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

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

CogentBlue Wealth Advisors's UPS Position: Q3 2026 in Review

CogentBlue Wealth Advisors reduced its United Parcel Service (UPS) stake by 34% in Q3 2026, selling an estimated $117K and leaving 2,209 shares worth $206K. The position accounts for 0.19% of the portfolio, ranked #51.

CogentBlue Wealth Advisors first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $357K in Q2 2026. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

CogentBlue Wealth Advisors held 2,209 shares of United Parcel Service worth $206K as of Q3 2026.
CogentBlue Wealth Advisors sold 1,113 United Parcel Service shares in Q3 2026, an estimated $117K.
United Parcel Service made up 0.19% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #51 holding.
CogentBlue Wealth Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
CogentBlue Wealth Advisors's United Parcel Service position peaked at $357K in Q2 2026.
106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.