Forteris Wealth Management
UPS icon

Forteris Wealth Management’s United Parcel Service UPS Stock Holding History

Forteris Wealth Management’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 		$529K Hold
5,659
– – 0.44% 45
2026
Q2 		$608K Sell
5,659
-234
-4% -$24.3K 0.5% 44
2026
Q1 		$580K Buy
5,893
+27
+0.5% +$2.9K 0.55% 42
2025
Q4 		$582K Buy
+5,866
New +$549K 0.57% 41

Other funds holding UPS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Forteris Wealth Management's UPS Position: Q3 2026 in Review

Forteris Wealth Management held its United Parcel Service (UPS) position steady in Q3 2026 at 5,659 shares worth $529K. The position accounts for 0.44% of the portfolio, ranked #45.

Forteris Wealth Management first reported a position in UPS in Q4 2025 and has held it in 4 quarters since. The position peaked at $608K in Q2 2026. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Forteris Wealth Management held 5,659 shares of United Parcel Service worth $529K as of Q3 2026.
  • Forteris Wealth Management left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up 0.44% of Forteris Wealth Management's portfolio in Q3 2026, its #45 holding.
  • Forteris Wealth Management first reported a position in United Parcel Service in Q4 2025 and has held it in 4 quarters since.
  • Forteris Wealth Management's United Parcel Service position peaked at $608K in Q2 2026.
  • 1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Forteris Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.