FF
UPS icon

Fluent Financial’s United Parcel Service UPS Stock Holding History

Fluent 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 		– Sell
-24,390
Closed -$2.62M – 66
2026
Q2 		$2.62M Sell
24,390
-30,067
-55% -$3.13M 0.94% 23
2026
Q1 		$5.56M Sell
54,457
-13,512
-20% -$1.45M 2.03% 11
2025
Q4 		$6.74M Buy
+67,969
New +$6.36M 2.57% 10

Other funds holding UPS

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

Fluent Financial's UPS Position: Q3 2026 in Review

Fluent Financial sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 24,390 shares — an estimated $2.62M sold.

Fluent Financial first reported a position in UPS in Q4 2025 and held it in 3 quarters. The position peaked at $6.74M in Q4 2025. 384 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Fluent Financial reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
  • Fluent Financial sold 24,390 United Parcel Service shares in Q3 2026, an estimated $2.62M.
  • Fluent Financial first reported a position in United Parcel Service in Q4 2025 and held it in 3 quarters.
  • Fluent Financial's United Parcel Service position peaked at $6.74M in Q4 2025.
  • 384 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

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