Fiduciary Alliance’s United Parcel Service UPS Stock Holding History

Fiduciary Alliance’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	$306K	Sell	3,276 -28,856	-90%	-$3.03M	0.02%	408
2026 Q2	$3.45M	Buy	32,132 +12,011	+60%	+$1.25M	0.23%	115
2026 Q1	$2.08M	Buy	20,121 +4,434	+28%	+$476K	0.13%	174
2025 Q4	$1.56M	Buy	15,687 +7,524	+92%	+$704K	0.1%	194
2025 Q3	$682K	Buy	8,163 +4,791	+142%	+$434K	0.05%	290
2025 Q2	$340K	Buy	3,372 +544	+19%	+$53.5K	0.03%	372
2025 Q1	$311K	Buy	2,828 +248	+10%	+$29.7K	0.03%	309
2024 Q4	$325K	Buy	+2,580	New	+$340K	0.03%	280
2023 Q3	–	Sell	-401	Closed	-$71.9K	–	900
2023 Q2	$71.9K	Buy	+401	New	+$71.2K	0.02%	260
2023 Q1	–	Sell	-282	Closed	-$49K	–	829
2022 Q4	$49K	Buy	+282	New	+$48.8K	0.01%	227

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

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

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Fiduciary Alliance's UPS Position: Q3 2026 in Review

Fiduciary Alliance reduced its United Parcel Service (UPS) stake by 90% in Q3 2026, selling an estimated $3.03M and leaving 3,276 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #408.

Fiduciary Alliance first reported a position in UPS in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.45M in Q2 2026. 653 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Fiduciary Alliance held 3,276 shares of United Parcel Service worth $306K as of Q3 2026.
Fiduciary Alliance sold 28,856 United Parcel Service shares in Q3 2026, an estimated $3.03M.
United Parcel Service made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #408 holding.
Fiduciary Alliance first reported a position in United Parcel Service in Q4 2022 and has held it in 10 quarters since.
Fiduciary Alliance's United Parcel Service position peaked at $3.45M in Q2 2026.
653 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.