CV Advisors
UPS icon

CV Advisors’s United Parcel Service UPS Stock Holding History

CV 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 		$208K Hold
2,225
– – 0.04% 110
2026
Q2 		$239K Hold
2,225
– – 0.04% 121
2026
Q1 		$219K Hold
2,225
– – 0.06% 42
2025
Q4 		$221K Buy
+2,225
New +$208K 0.06% 47
2025
Q3 		– Sell
-2,225
Closed -$225K – 54
2025
Q2 		$225K Hold
2,225
– – 0.07% 35
2025
Q1 		$245K Buy
+2,225
New +$266K 0.09% 32

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
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
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

CV Advisors's UPS Position: Q3 2026 in Review

CV Advisors held its United Parcel Service (UPS) position steady in Q3 2026 at 2,225 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #110.

CV Advisors first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $245K in Q1 2025. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • CV Advisors held 2,225 shares of United Parcel Service worth $208K as of Q3 2026.
  • CV Advisors left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up 0.04% of CV Advisors's portfolio in Q3 2026, its #110 holding.
  • CV Advisors first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • CV Advisors's United Parcel Service position peaked at $245K in Q1 2025.
  • 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on CV Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.