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Farrell Financial’s United Parcel Service UPS Stock Holding History

Farrell Financial’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 		$230K Buy
2,464
+5
+0.2% +$525 0.12% 72
2026
Q2 		$264K Sell
2,459
-145
-6% -$15.1K 0.14% 70
2026
Q1 		$256K Buy
+2,604
New +$279K 0.15% 68

Other funds holding UPS

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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

Farrell Financial's UPS Position: Q3 2026 in Review

Farrell Financial increased its United Parcel Service (UPS) stake by 0.2% in Q3 2026, buying an estimated $525 and bringing the position to 2,464 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #72.

Farrell Financial first reported a position in UPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $264K in Q2 2026. 390 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Farrell Financial held 2,464 shares of United Parcel Service worth $230K as of Q3 2026.
  • Farrell Financial bought 5 United Parcel Service shares in Q3 2026, an estimated $525.
  • United Parcel Service made up 0.12% of Farrell Financial's portfolio in Q3 2026, its #72 holding.
  • Farrell Financial first reported a position in United Parcel Service in Q1 2026 and has held it in 3 quarters since.
  • Farrell Financial's United Parcel Service position peaked at $264K in Q2 2026.
  • 390 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Farrell Financial's 13F filing for Q3 2026, filed 16 Oct 2026.