Daymark Wealth Partners
UPS icon

Daymark Wealth Partners’s United Parcel Service UPS Stock Holding History

Daymark Wealth Partners’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 		$2.48M Buy
26,537
+200
+0.8% +$21K 0.06% 228
2026
Q2 		$2.83M Buy
26,337
+10,483
+66% +$1.09M 0.07% 200
2026
Q1 		$1.56M Sell
15,854
-2,119
-12% -$227K 0.05% 241
2025
Q4 		$1.78M Buy
17,973
+883
+5% +$82.6K 0.06% 210
2025
Q3 		$1.43M Buy
17,090
+1,139
+7% +$103K 0.05% 233
2025
Q2 		$1.61M Sell
15,951
-2,574
-14% -$253K 0.06% 203
2025
Q1 		$2.04M Sell
18,525
-3,269
-15% -$391K 0.09% 169
2024
Q4 		$2.75M Sell
21,794
-50,601
-70% -$6.66M 0.12% 142
2024
Q3 		$9.9M Buy
72,395
+6,383
+10% +$838K 0.42% 54
2024
Q2 		$9.03M Buy
66,012
+5,901
+10% +$845K 0.41% 52
2024
Q1 		$8.93M Sell
60,111
-252
-0.4% -$38.3K 0.48% 50
2023
Q4 		$9.49M Sell
60,363
-70,907
-54% -$10.7M 0.58% 41
2023
Q3 		$20.5M Buy
131,270
+11,838
+10% +$2.04M 1.41% 13
2023
Q2 		$21.4M Buy
119,432
+28,431
+31% +$5.05M 1.59% 10
2023
Q1 		$17.7M Sell
91,001
-772
-0.8% -$142K 2.34% 8
2022
Q4 		$16M Buy
+91,773
New +$15.9M 2.82% 6

Other funds holding UPS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Daymark Wealth Partners's UPS Position: Q3 2026 in Review

Daymark Wealth Partners increased its United Parcel Service (UPS) stake by 0.76% in Q3 2026, buying an estimated $21K and bringing the position to 26,537 shares worth $2.48M. The position accounts for 0.06% of the portfolio, ranked #228.

Daymark Wealth Partners first reported a position in UPS in Q4 2022 and has held it in 16 quarters since. The position peaked at $21.4M in Q2 2023. 1,693 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Daymark Wealth Partners held 26,537 shares of United Parcel Service worth $2.48M as of Q3 2026.
  • Daymark Wealth Partners bought 200 United Parcel Service shares in Q3 2026, an estimated $21K.
  • United Parcel Service made up 0.06% of Daymark Wealth Partners's portfolio in Q3 2026, its #228 holding.
  • Daymark Wealth Partners first reported a position in United Parcel Service in Q4 2022 and has held it in 16 quarters since.
  • Daymark Wealth Partners's United Parcel Service position peaked at $21.4M in Q2 2023.
  • 1,693 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.