Elevation Wealth Partners’s United Parcel Service UPS Stock Holding History

Elevation Wealth Partners’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	$44.8K	Buy	479 +266	+125%	+$27.9K	0.01%	425
2026 Q2	$22.9K	Buy	213 +67	+46%	+$6.96K	0.01%	546
2026 Q1	$14.4K	Buy	146 +37	+34%	+$3.97K	0.01%	443
2025 Q4	$10.8K	Hold	109	–	–	﹤0.01%	471
2025 Q3	$9.11K	Buy	109 +39	+56%	+$3.53K	﹤0.01%	396
2025 Q2	$7.07K	Hold	70	–	–	﹤0.01%	387
2025 Q1	$7.7K	Hold	70	–	–	﹤0.01%	383
2024 Q4	$8.83K	Buy	+70	New	+$9.21K	﹤0.01%	380

Other funds holding UPS

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Elevation Wealth Partners's UPS Position: Q3 2026 in Review

Elevation Wealth Partners increased its United Parcel Service (UPS) stake by 125% in Q3 2026, buying an estimated $27.9K and bringing the position to 479 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #425.

Elevation Wealth Partners first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Elevation Wealth Partners held 479 shares of United Parcel Service worth $44.8K as of Q3 2026.
Elevation Wealth Partners bought 266 United Parcel Service shares in Q3 2026, an estimated $27.9K.
United Parcel Service made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #425 holding.
Elevation Wealth Partners first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.