First Affirmative Financial Network
UPS icon

First Affirmative Financial Network’s United Parcel Service UPS Stock Holding History

First Affirmative Financial Network’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 		$287K Buy
+3,071
New +$322K 0.06% 301
2026
Q1 		$264K Buy
+2,688
New +$288K 0.1% 240
2025
Q3 		$226K Sell
2,710
-363
-12% -$32.9K 0.11% 246
2025
Q2 		$310K Sell
3,073
-41
-1% -$4.03K 0.16% 166
2025
Q1 		$343K Sell
3,114
-230
-7% -$27.5K 0.21% 137
2024
Q4 		$422K Sell
3,344
-295
-8% -$38.8K 0.24% 109
2024
Q3 		$496K Buy
3,639
+69
+2% +$9.06K 0.27% 97
2024
Q2 		$489K Buy
3,570
+31
+0.9% +$4.44K 0.34% 80
2024
Q1 		$526K Sell
3,539
-51
-1% -$7.75K 0.39% 69
2023
Q4 		$564K Sell
3,590
-38
-1% -$5.74K 0.45% 53
2023
Q3 		$566K Sell
3,628
-231
-6% -$39.9K 0.55% 41
2023
Q2 		$692K Buy
3,859
+82
+2% +$14.6K 0.69% 24
2023
Q1 		$733K Sell
3,777
-180
-5% -$33K 0.85% 14
2022
Q4 		$688K Sell
3,957
-233
-6% -$40.3K 0.83% 15
2022
Q3 		$677K Sell
4,190
-351
-8% -$66.5K 0.86% 17
2022
Q2 		$829K Sell
4,541
-871
-16% -$159K 0.94% 16
2022
Q1 		$1.16M Buy
5,412
+226
+4% +$48K 1.11% 12
2021
Q4 		$1.11M Sell
5,186
-120
-2% -$24.4K 1.02% 12
2021
Q3 		$966K Buy
+5,306
New +$1.05M 0.99% 15

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 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
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

First Affirmative Financial Network's UPS Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in United Parcel Service (UPS) in Q3 2026: 3,071 shares worth $287K. The stake represents 0.06% of the portfolio and ranks #301 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in UPS as recently as Q1 2026.

First Affirmative Financial Network first reported a position in UPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q1 2022. 615 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • First Affirmative Financial Network held 3,071 shares of United Parcel Service worth $287K as of Q3 2026.
  • United Parcel Service was a new First Affirmative Financial Network position in Q3 2026.
  • United Parcel Service made up 0.06% of First Affirmative Financial Network's portfolio in Q3 2026, its #301 holding.
  • First Affirmative Financial Network first reported a position in United Parcel Service in Q3 2021 and has held it in 19 quarters since.
  • First Affirmative Financial Network's United Parcel Service position peaked at $1.16M in Q1 2022.
  • 615 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.