Discipline Wealth Solutions’s United Parcel Service UPS Stock Holding History

Discipline Wealth Solutions’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	$536K	Buy	5,736 +381	+7%	+$40K	0.05%	118
2026 Q2	$576K	Hold	5,355	–	–	0.05%	116
2026 Q1	$527K	Hold	5,355	–	–	0.06%	105
2025 Q4	$531K	Hold	5,355	–	–	0.1%	102
2025 Q3	$447K	Buy	5,355 +302	+6%	+$27.4K	0.12%	104
2025 Q2	$510K	Hold	5,053	–	–	0.2%	59
2025 Q1	$556K	Hold	5,053	–	–	0.27%	44
2024 Q4	$637K	Buy	+5,053	New	+$665K	0.3%	43

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.33B AUM 21.62% 1-Year Est. Return

Discipline Wealth Solutions's UPS Position: Q3 2026 in Review

Discipline Wealth Solutions increased its United Parcel Service (UPS) stake by 7.1% in Q3 2026, buying an estimated $40K and bringing the position to 5,736 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #118.

Discipline Wealth Solutions first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $637K in Q4 2024. 1,008 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Discipline Wealth Solutions held 5,736 shares of United Parcel Service worth $536K as of Q3 2026.
Discipline Wealth Solutions bought 381 United Parcel Service shares in Q3 2026, an estimated $40K.
United Parcel Service made up 0.05% of Discipline Wealth Solutions's portfolio in Q3 2026, its #118 holding.
Discipline Wealth Solutions first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's United Parcel Service position peaked at $637K in Q4 2024.
1,008 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.