FFA
UPS icon

Farther Finance Advisors’s United Parcel Service UPS Stock Holding History

Farther Finance Advisors’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 		$8.52M Buy
91,161
+35,007
+62% +$3.68M 0.06% 292
2026
Q2 		$6.04M Buy
56,154
+603
+1% +$62.7K 0.05% 353
2026
Q1 		$5.44M Buy
55,551
+12,856
+30% +$1.38M 0.05% 324
2025
Q4 		$4.23M Buy
42,695
+18,086
+73% +$1.69M 0.05% 353
2025
Q3 		$2.06M Buy
24,609
+10,271
+72% +$930K 0.03% 448
2025
Q2 		$1.45M Buy
14,338
+1,811
+14% +$178K 0.03% 464
2025
Q1 		$1.37M Buy
12,527
+2,486
+25% +$297K 0.03% 399
2024
Q4 		$1.27M Sell
10,041
-1,871
-16% -$246K 0.05% 304
2024
Q3 		$1.62M Sell
11,912
-412
-3% -$54.1K 0.06% 235
2024
Q2 		$1.68M Buy
12,324
+2,570
+26% +$368K 0.08% 194
2024
Q1 		$1.44M Buy
9,754
+3,089
+46% +$470K 0.09% 195
2023
Q4 		$1.05M Buy
6,665
+3,913
+142% +$592K 0.08% 225
2023
Q3 		$429K Buy
2,752
+862
+46% +$149K 0.07% 224
2023
Q2 		$339K Buy
1,890
+754
+66% +$134K 0.07% 221
2023
Q1 		$220K Sell
1,136
-6
-0.5% -$1.1K 0.06% 248
2022
Q4 		$199K Buy
+1,142
New +$198K 0.08% 222

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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Farther Finance Advisors's UPS Position: Q3 2026 in Review

Farther Finance Advisors increased its United Parcel Service (UPS) stake by 62% in Q3 2026, buying an estimated $3.68M and bringing the position to 91,161 shares worth $8.52M. The position accounts for 0.06% of the portfolio, ranked #292.

Farther Finance Advisors first reported a position in UPS in Q4 2022 and has held it in 16 quarters since. 79 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Farther Finance Advisors held 91,161 shares of United Parcel Service worth $8.52M as of Q3 2026.
  • Farther Finance Advisors bought 35,007 United Parcel Service shares in Q3 2026, an estimated $3.68M.
  • United Parcel Service made up 0.06% of Farther Finance Advisors's portfolio in Q3 2026, its #292 holding.
  • Farther Finance Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 16 quarters since.
  • 79 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.