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Green Ridge Wealth Planning’s United Parcel Service UPS Stock Holding History

Green Ridge Wealth Planning’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 		$1.34M Hold
14,322
– – 0.54% 32
2026
Q2 		$1.54M Sell
14,322
-4
-0% -$416 0.65% 30
2026
Q1 		$1.41M Sell
14,326
-278
-2% -$29.8K 0.74% 30
2025
Q4 		$1.45M Buy
+14,604
New +$1.37M 0.74% 29

Other funds holding UPS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Green Ridge Wealth Planning's UPS Position: Q3 2026 in Review

Green Ridge Wealth Planning held its United Parcel Service (UPS) position steady in Q3 2026 at 14,322 shares worth $1.34M. The position accounts for 0.54% of the portfolio, ranked #32.

Green Ridge Wealth Planning first reported a position in UPS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.54M in Q2 2026. 83 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Green Ridge Wealth Planning held 14,322 shares of United Parcel Service worth $1.34M as of Q3 2026.
  • Green Ridge Wealth Planning left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up 0.54% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #32 holding.
  • Green Ridge Wealth Planning first reported a position in United Parcel Service in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's United Parcel Service position peaked at $1.54M in Q2 2026.
  • 83 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.