Financial Perspectives’s United Parcel Service UPS Stock Holding History

Financial Perspectives’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	$23.9K	Sell	256 -50	-16%	-$5.25K	0.01%	443
2026 Q2	$32.9K	Buy	306 +1	+0.3%	+$104	0.01%	393
2026 Q1	$30K	Buy	305 +50	+20%	+$5.36K	0.01%	387
2025 Q4	$25.3K	Hold	255	–	–	0.01%	405
2025 Q3	$21.3K	Buy	255 +1	+0.4%	+$91	0.01%	417
2025 Q2	$25.6K	Hold	254	–	–	0.01%	387
2025 Q1	$27.9K	Sell	254 -39	-13%	-$4.66K	0.01%	364
2024 Q4	$37K	Hold	293	–	–	0.01%	333
2024 Q3	$39.9K	Hold	293	–	–	0.01%	306
2024 Q2	$40.1K	Hold	293	–	–	0.01%	299
2024 Q1	$43.5K	Hold	293	–	–	0.02%	295
2023 Q4	$46.1K	Hold	293	–	–	0.02%	278
2023 Q3	$45.7K	Hold	293	–	–	0.02%	265
2023 Q2	$52.5K	Hold	293	–	–	0.02%	255
2023 Q1	$56.8K	Hold	293	–	–	0.03%	251
2022 Q4	$50.9K	Hold	293	–	–	0.03%	246
2022 Q3	$47.3K	Hold	293	–	–	0.03%	241
2022 Q2	$53.5K	Hold	293	–	–	0.03%	231
2022 Q1	$62.8K	Hold	293	–	–	0.03%	233
2021 Q4	$62.8K	Hold	293	–	–	0.03%	224
2021 Q3	$53.4K	Hold	293	–	–	0.03%	233
2021 Q2	$60.9K	Hold	293	–	–	0.03%	235
2021 Q1	$49.8K	Hold	293	–	–	0.03%	242
2020 Q4	$49.3K	Buy	293 +40	+16%	+$6.75K	0.03%	231
2020 Q3	$42.2K	Hold	253	–	–	0.03%	216
2020 Q2	$28.1K	Hold	253	–	–	0.02%	232
2020 Q1	$23.6K	Hold	253	–	–	0.02%	223
2019 Q4	$29.6K	Buy	+253	New	+$30K	0.02%	218

Other funds holding UPS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Financial Perspectives's UPS Position: Q3 2026 in Review

Financial Perspectives reduced its United Parcel Service (UPS) stake by 16% in Q3 2026, selling an estimated $5.25K and leaving 256 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #443.

Financial Perspectives first reported a position in UPS in Q4 2019 and has held it in 28 quarters since. The position peaked at $62.8K in Q1 2022. 1,103 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Financial Perspectives held 256 shares of United Parcel Service worth $23.9K as of Q3 2026.
Financial Perspectives sold 50 United Parcel Service shares in Q3 2026, an estimated $5.25K.
United Parcel Service made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #443 holding.
Financial Perspectives first reported a position in United Parcel Service in Q4 2019 and has held it in 28 quarters since.
Financial Perspectives's United Parcel Service position peaked at $62.8K in Q1 2022.
1,103 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.