Forza Wealth Management
UPS icon

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

Forza 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 		$806K Buy
8,631
+1,357
+19% +$142K 0.23% 95
2026
Q2 		$782K Buy
7,274
+394
+6% +$41K 0.24% 92
2026
Q1 		$677K Buy
6,880
+308
+5% +$33K 0.24% 102
2025
Q4 		$652K Buy
6,572
+486
+8% +$45.5K 0.24% 96
2025
Q3 		$508K Buy
6,086
+1,416
+30% +$128K 0.19% 117
2025
Q2 		$471K Buy
+4,670
New +$459K 0.19% 123
2025
Q1 		– Sell
-1,767
Closed -$223K – 183
2024
Q4 		$223K Buy
1,767
+17
+1% +$2.24K 0.1% 171
2024
Q3 		$239K Hold
1,750
– – 0.11% 165
2024
Q2 		$239K Buy
1,750
+67
+4% +$9.6K 0.12% 157
2024
Q1 		$250K Hold
1,683
– – 0.13% 154
2023
Q4 		$265K Sell
1,683
-374
-18% -$56.5K 0.15% 144
2023
Q3 		$321K Hold
2,057
– – 0.17% 147
2023
Q2 		$369K Hold
2,057
– – 0.19% 137
2023
Q1 		$399K Buy
2,057
+374
+22% +$68.6K 0.21% 135
2022
Q4 		$293K Buy
+1,683
New +$291K 0.19% 117

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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

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

Forza Wealth Management increased its United Parcel Service (UPS) stake by 19% in Q3 2026, buying an estimated $142K and bringing the position to 8,631 shares worth $806K. The position accounts for 0.23% of the portfolio, ranked #95.

Forza Wealth Management first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. 718 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Forza Wealth Management held 8,631 shares of United Parcel Service worth $806K as of Q3 2026.
  • Forza Wealth Management bought 1,357 United Parcel Service shares in Q3 2026, an estimated $142K.
  • United Parcel Service made up 0.23% of Forza Wealth Management's portfolio in Q3 2026, its #95 holding.
  • Forza Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • 718 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.