COWA LLC’s United Parcel Service UPS Stock Holding History

COWA LLC’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	$2.47M	Buy	26,466 +2,820	+12%	+$296K	0.6%	37
2026 Q2	$2.54M	Buy	23,646 +1,914	+9%	+$199K	0.64%	30
2026 Q1	$2.14M	Buy	21,732 +770	+4%	+$82.6K	0.58%	33
2025 Q4	$2.08M	Buy	20,962 +2,690	+15%	+$252K	0.63%	32
2025 Q3	$1.53M	Buy	18,272 +9,487	+108%	+$859K	0.51%	40
2025 Q2	$887K	Buy	8,785 +6,738	+329%	+$663K	0.34%	58
2025 Q1	$225K	Buy	+2,047	New	+$245K	0.1%	120
2021 Q1	–	Sell	-300	Closed	-$49K	–	409
2020 Q4	$49K	Buy	+300	New	+$50.6K	0.04%	200

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

COWA LLC's UPS Position: Q3 2026 in Review

COWA LLC increased its United Parcel Service (UPS) stake by 12% in Q3 2026, buying an estimated $296K and bringing the position to 26,466 shares worth $2.47M. The position accounts for 0.6% of the portfolio, ranked #37.

COWA LLC first reported a position in UPS in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.54M in Q2 2026. 1,014 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

COWA LLC held 26,466 shares of United Parcel Service worth $2.47M as of Q3 2026.
COWA LLC bought 2,820 United Parcel Service shares in Q3 2026, an estimated $296K.
United Parcel Service made up 0.6% of COWA LLC's portfolio in Q3 2026, its #37 holding.
COWA LLC first reported a position in United Parcel Service in Q4 2020 and has held it in 8 quarters since.
COWA LLC's United Parcel Service position peaked at $2.54M in Q2 2026.
1,014 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on COWA LLC's 13F filing for Q3 2026, filed 30 Oct 2026.