Cove Private Wealth
UPS icon

Cove Private Wealth’s United Parcel Service UPS Stock Holding History

Cove Private Wealth’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 		$40.2M Buy
429,970
+122,896
+40% +$12.9M 7.05% 3
2026
Q2 		$33M Sell
307,074
-364,266
-54% -$37.9M 6.38% 3
2026
Q1 		$66M Buy
671,340
+603,357
+888% +$64.7M 15% 1
2025
Q4 		$6.74M Buy
67,983
+10,677
+19% +$999K 2.01% 9
2025
Q3 		$4.79M Buy
57,306
+50,993
+808% +$4.62M 1.52% 10
2025
Q2 		$637K Buy
6,313
+4,013
+174% +$395K 0.22% 88
2025
Q1 		$253K Buy
+2,300
New +$275K 0.13% 112

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cove Private Wealth's UPS Position: Q3 2026 in Review

Cove Private Wealth increased its United Parcel Service (UPS) stake by 40% in Q3 2026, buying an estimated $12.9M and bringing the position to 429,970 shares worth $40.2M. The position accounts for 7.05% of the portfolio, ranked #3.

Cove Private Wealth first reported a position in UPS in Q1 2025 and has held it in 7 quarters since. The position peaked at $66M in Q1 2026. 855 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Cove Private Wealth held 429,970 shares of United Parcel Service worth $40.2M as of Q3 2026.
  • Cove Private Wealth bought 122,896 United Parcel Service shares in Q3 2026, an estimated $12.9M.
  • United Parcel Service made up 7.05% of Cove Private Wealth's portfolio in Q3 2026, its #3 holding.
  • Cove Private Wealth first reported a position in United Parcel Service in Q1 2025 and has held it in 7 quarters since.
  • Cove Private Wealth's United Parcel Service position peaked at $66M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Cove Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.