CX Institutional
UPS icon

CX Institutional’s United Parcel Service UPS Stock Holding History

CX Institutional’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 		$8.03M Buy
85,952
+77,836
+959% +$8.17M 0.22% 111
2026
Q2 		$872K Sell
8,116
-949
-10% -$98.7K 0.03% 351
2026
Q1 		$892K Sell
9,065
-734
-7% -$78.7K 0.03% 358
2025
Q4 		$972K Sell
9,799
-61,858
-86% -$5.79M 0.03% 293
2025
Q3 		$5.99M Buy
71,657
+11,492
+19% +$1.04M 0.18% 136
2025
Q2 		$6.07M Buy
60,165
+17,152
+40% +$1.69M 0.21% 115
2025
Q1 		$4.73M Sell
43,013
-1,154
-3% -$138K 0.18% 127
2024
Q4 		$5.57M Buy
44,167
+9,733
+28% +$1.28M 0.22% 109
2024
Q3 		$4.69M Sell
34,434
-21,268
-38% -$2.79M 0.21% 134
2024
Q2 		$7.62M Buy
55,702
+2,301
+4% +$329K 0.36% 70
2024
Q1 		$7.94M Buy
53,401
+12,456
+30% +$1.89M 0.38% 65
2023
Q4 		$6.44M Buy
40,945
+3,132
+8% +$474K 0.34% 80
2023
Q3 		$5.89M Sell
37,813
-7,043
-16% -$1.22M 0.32% 81
2023
Q2 		$8.04M Buy
44,856
+4,801
+12% +$852K 0.42% 67
2023
Q1 		$7.76M Buy
40,055
+36,557
+1,045% +$6.71M 0.41% 65
2022
Q4 		$608K Buy
3,498
+1,966
+128% +$340K 0.04% 345
2022
Q3 		$248K Sell
1,532
-12,813
-89% -$2.43M 0.02% 416
2022
Q2 		$2.62M Buy
14,345
+3,930
+38% +$717K 0.2% 130
2022
Q1 		$2.23M Buy
10,415
+8,920
+597% +$1.9M 0.18% 142
2021
Q4 		$320K Sell
1,495
-7,122
-83% -$1.45M 0.03% 281
2021
Q3 		$1.57M Buy
8,617
+7,260
+535% +$1.43M 0.13% 172
2021
Q2 		$282K Buy
1,357
+136
+11% +$27.2K 0.02% 302
2021
Q1 		$208K Buy
1,221
+259
+27% +$41.9K 0.02% 301
2020
Q4 		$162K Sell
962
-224
-19% -$37.8K 0.02% 306
2020
Q3 		$198K Buy
1,186
+383
+48% +$55.8K 0.02% 262
2020
Q2 		$89K Buy
803
+155
+24% +$15.5K 0.01% 301
2020
Q1 		$61K Sell
648
-5,102
-89% -$529K 0.01% 302
2019
Q4 		$673K Buy
5,750
+5,437
+1,737% +$644K 0.12% 133
2019
Q3 		$38K Sell
313
-1,221
-80% -$140K 0.01% 314
2019
Q2 		$158K Buy
1,534
+1,275
+492% +$133K 0.03% 239
2019
Q1 		$29K Buy
+259
New +$27.5K 0.01% 370

Other funds holding UPS

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CX Institutional's UPS Position: Q3 2026 in Review

CX Institutional increased its United Parcel Service (UPS) stake by 959% in Q3 2026, buying an estimated $8.17M and bringing the position to 85,952 shares worth $8.03M. The position accounts for 0.22% of the portfolio, ranked #111.

CX Institutional first reported a position in UPS in Q1 2019 and has held it in 31 quarters since. The position peaked at $8.04M in Q2 2023. 563 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • CX Institutional held 85,952 shares of United Parcel Service worth $8.03M as of Q3 2026.
  • CX Institutional bought 77,836 United Parcel Service shares in Q3 2026, an estimated $8.17M.
  • United Parcel Service made up 0.22% of CX Institutional's portfolio in Q3 2026, its #111 holding.
  • CX Institutional first reported a position in United Parcel Service in Q1 2019 and has held it in 31 quarters since.
  • CX Institutional's United Parcel Service position peaked at $8.04M in Q2 2023.
  • 563 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.