EFG
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Everhart Financial Group’s United Parcel Service UPS Stock Holding History

Everhart Financial Group’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 		$215K Sell
2,304
-283
-11% -$29.7K 0.01% 450
2026
Q2 		$278K Sell
2,587
-71
-3% -$7.38K 0.02% 394
2026
Q1 		$261K Sell
2,658
-56
-2% -$6.01K 0.02% 387
2025
Q4 		$269K Buy
+2,714
New +$254K 0.02% 350
2023
Q3 		– Sell
-1,297
Closed -$232K – 230
2023
Q2 		$232K Sell
1,297
-218
-14% -$38.7K 0.1% 188
2023
Q1 		$294K Buy
1,515
+284
+23% +$52.1K 0.13% 141
2022
Q4 		$214K Sell
1,231
-187
-13% -$32.4K 0.11% 165
2022
Q3 		$229K Sell
1,418
-285
-17% -$54K 0.13% 162
2022
Q2 		$310K Buy
+1,703
New +$311K 0.19% 117

Other funds holding UPS

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

Everhart Financial Group's UPS Position: Q3 2026 in Review

Everhart Financial Group reduced its United Parcel Service (UPS) stake by 11% in Q3 2026, selling an estimated $29.7K and leaving 2,304 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #450.

Everhart Financial Group first reported a position in UPS in Q2 2022 and has held it in 9 quarters since. The position peaked at $310K in Q2 2022. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Everhart Financial Group held 2,304 shares of United Parcel Service worth $215K as of Q3 2026.
  • Everhart Financial Group sold 283 United Parcel Service shares in Q3 2026, an estimated $29.7K.
  • United Parcel Service made up 0.01% of Everhart Financial Group's portfolio in Q3 2026, its #450 holding.
  • Everhart Financial Group first reported a position in United Parcel Service in Q2 2022 and has held it in 9 quarters since.
  • Everhart Financial Group's United Parcel Service position peaked at $310K in Q2 2022.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.