Econ Financial Services
UPS icon

Econ Financial Services’s United Parcel Service UPS Stock Holding History

Econ Financial 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 		$4.32M Buy
46,225
+14,726
+47% +$1.55M 1.81% 19
2026
Q2 		$3.39M Buy
31,499
+758
+2% +$78.8K 1.58% 21
2026
Q1 		$3.02M Buy
30,741
+6,850
+29% +$735K 1.4% 28
2025
Q4 		$2.37M Sell
23,891
-12,687
-35% -$1.19M 1.19% 35
2025
Q3 		$3.06M Buy
36,578
+19,835
+118% +$1.8M 1.52% 21
2025
Q2 		$1.69M Buy
16,743
+3,773
+29% +$371K 0.87% 41
2025
Q1 		$1.43M Sell
12,970
-3,558
-22% -$425K 0.76% 50
2024
Q4 		$2.08M Buy
+16,528
New +$2.18M 1.2% 27

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
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
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

Econ Financial Services's UPS Position: Q3 2026 in Review

Econ Financial Services increased its United Parcel Service (UPS) stake by 47% in Q3 2026, buying an estimated $1.55M and bringing the position to 46,225 shares worth $4.32M. The position accounts for 1.81% of the portfolio, ranked #19.

Econ Financial Services first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. 863 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Econ Financial Services held 46,225 shares of United Parcel Service worth $4.32M as of Q3 2026.
  • Econ Financial Services bought 14,726 United Parcel Service shares in Q3 2026, an estimated $1.55M.
  • United Parcel Service made up 1.81% of Econ Financial Services's portfolio in Q3 2026, its #19 holding.
  • Econ Financial Services first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
  • 863 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.