DecisionPoint Financial
UPS icon

DecisionPoint Financial’s United Parcel Service UPS Stock Holding History

DecisionPoint Financial’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 		$1.69K Buy
18
+7
+64% +$735 ﹤0.01% 423
2026
Q2 		$1.2K Buy
+11
New +$1.14K ﹤0.01% 407
2023
Q4 		– Sell
-11
Closed -$1.72K – 262
2023
Q3 		$1.72K Buy
+11
New +$1.9K ﹤0.01% 207

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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Cove Private Wealth Oyster Bay Cove, New York $570M AUM 26.07% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DecisionPoint Financial's UPS Position: Q3 2026 in Review

DecisionPoint Financial increased its United Parcel Service (UPS) stake by 64% in Q3 2026, buying an estimated $735 and bringing the position to 18 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

DecisionPoint Financial first reported a position in UPS in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.72K in Q3 2023. 781 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • DecisionPoint Financial held 18 shares of United Parcel Service worth $1.69K as of Q3 2026.
  • DecisionPoint Financial bought 7 United Parcel Service shares in Q3 2026, an estimated $735.
  • United Parcel Service made up ﹤0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #423 holding.
  • DecisionPoint Financial first reported a position in United Parcel Service in Q3 2023 and has held it in 3 quarters since.
  • DecisionPoint Financial's United Parcel Service position peaked at $1.72K in Q3 2023.
  • 781 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.