Diversify Advisory Services
UPS icon

Diversify Advisory Services’s United Parcel Service UPS Stock Holding History

Diversify Advisory Services’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 		$1.68M Buy
17,169
+553
+3% +$58.1K 0.03% 493
2026
Q2 		$1.88M Buy
16,616
+9,213
+124% +$958K 0.03% 434
2026
Q1 		$789K Sell
7,403
-5,558
-43% -$596K 0.12% 85
2025
Q4 		$1.39M Buy
12,961
+3,043
+31% +$285K 0.04% 296
2025
Q3 		$933K Buy
9,918
+3,906
+65% +$354K 0.03% 386
2025
Q2 		$526K Buy
6,012
+3,478
+137% +$342K 0.02% 519
2025
Q1 		$245K Sell
2,534
-5,052
-67% -$604K 0.02% 559
2024
Q4 		$935K Sell
7,586
-13,498
-64% -$1.78M 0.05% 238
2024
Q3 		$2.77M Sell
21,084
-2,936
-12% -$385K 0.15% 123
2024
Q2 		$3.23M Sell
24,020
-4,907
-17% -$703K 0.18% 103
2024
Q1 		$4.27M Buy
+28,927
New +$4.4M 0.25% 84

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Diversify Advisory Services's UPS Position: Q3 2026 in Review

Diversify Advisory Services increased its United Parcel Service (UPS) stake by 3.3% in Q3 2026, buying an estimated $58.1K and bringing the position to 17,169 shares worth $1.68M. The position accounts for 0.03% of the portfolio, ranked #493.

Diversify Advisory Services first reported a position in UPS in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.27M in Q1 2024. 451 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Diversify Advisory Services held 17,169 shares of United Parcel Service worth $1.68M as of Q3 2026.
  • Diversify Advisory Services bought 553 United Parcel Service shares in Q3 2026, an estimated $58.1K.
  • United Parcel Service made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #493 holding.
  • Diversify Advisory Services first reported a position in United Parcel Service in Q1 2024 and has held it in 11 quarters since.
  • Diversify Advisory Services's United Parcel Service position peaked at $4.27M in Q1 2024.
  • 451 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.