Detalus Advisors
UPS icon

Detalus Advisors’s United Parcel Service UPS Stock Holding History

Detalus 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 		$461K Buy
4,937
+50
+1% +$5.25K 0.09% 111
2026
Q2 		$525K Sell
4,887
-4,154
-46% -$432K 0.1% 96
2026
Q1 		$889K Buy
9,041
+1,063
+13% +$114K 0.2% 63
2025
Q4 		$791K Buy
7,978
+101
+1% +$9.45K 0.19% 67
2025
Q3 		$658K Buy
7,877
+5,833
+285% +$528K 0.17% 69
2025
Q2 		$206K Hold
2,044
– – 0.06% 165
2025
Q1 		$225K Hold
2,044
– – 0.07% 146
2024
Q4 		$258K Sell
2,044
-106
-5% -$14K 0.08% 126
2024
Q3 		$293K Hold
2,150
– – 0.1% 119
2024
Q2 		$294K Buy
2,150
+161
+8% +$23.1K 0.1% 112
2024
Q1 		$296K Sell
1,989
-70
-3% -$10.6K 0.11% 113
2023
Q4 		$324K Sell
2,059
-29
-1% -$4.38K 0.13% 96
2023
Q3 		$325K Sell
2,088
-80
-4% -$13.8K 0.15% 87
2023
Q2 		$389K Buy
2,168
+57
+3% +$10.1K 0.17% 86
2023
Q1 		$409K Hold
2,111
– – 0.2% 87
2022
Q4 		$367K Sell
2,111
-500
-19% -$86.6K 0.18% 90
2022
Q3 		$422K Sell
2,611
-150
-5% -$28.4K 0.25% 79
2022
Q2 		$504K Hold
2,761
– – 0.3% 60
2022
Q1 		$592K Sell
2,761
-100
-3% -$21.2K 0.31% 55
2021
Q4 		$613K Sell
2,861
-200
-7% -$40.7K 0.29% 57
2021
Q3 		$557K Buy
3,061
+300
+11% +$59.2K 0.28% 62
2021
Q2 		$574K Sell
2,761
-2,045
-43% -$409K 0.31% 56
2021
Q1 		$817K Buy
4,806
+60
+1% +$9.7K 0.48% 38
2020
Q4 		$799K Buy
4,746
+2,751
+138% +$464K 0.5% 31
2020
Q3 		$332K Sell
1,995
-893
-31% -$130K 0.24% 68
2020
Q2 		$321K Sell
2,888
-597
-17% -$59.6K 0.25% 66
2020
Q1 		$326K Hold
3,485
– – 0.3% 61
2019
Q4 		$408K Buy
+3,485
New +$413K 0.3% 56

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Detalus Advisors's UPS Position: Q3 2026 in Review

Detalus Advisors increased its United Parcel Service (UPS) stake by 1% in Q3 2026, buying an estimated $5.25K and bringing the position to 4,937 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #111.

Detalus Advisors first reported a position in UPS in Q4 2019 and has held it in 28 quarters since. The position peaked at $889K in Q1 2026. 957 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Detalus Advisors held 4,937 shares of United Parcel Service worth $461K as of Q3 2026.
  • Detalus Advisors bought 50 United Parcel Service shares in Q3 2026, an estimated $5.25K.
  • United Parcel Service made up 0.09% of Detalus Advisors's portfolio in Q3 2026, its #111 holding.
  • Detalus Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 28 quarters since.
  • Detalus Advisors's United Parcel Service position peaked at $889K in Q1 2026.
  • 957 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Detalus Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.