Guardian Partners’s United Parcel Service UPS Stock Holding History

Guardian Partners’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	$147K	Sell	1,575 -450	-22%	-$47.2K	0.01%	225
2026 Q2	$218K	Sell	2,025 -101	-5%	-$10.5K	0.02%	194
2026 Q1	$210K	Sell	2,126 -23	-1%	-$2.47K	0.02%	186
2025 Q4	$250K	Buy	+2,149	New	+$201K	0.02%	191
2025 Q3	–	Sell	-2,410	Closed	-$246K	–	187
2025 Q2	$246K	Sell	2,410 -100	-4%	-$9.8K	0.02%	167
2025 Q1	$244K	Sell	2,510 -170	-6%	-$20.3K	0.03%	156
2024 Q4	$340K	Buy	+2,680	New	+$353K	0.03%	136

Other funds holding UPS

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cove Private Wealth Oyster Bay Cove, New York $570M AUM 26.07% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Guardian Partners's UPS Position: Q3 2026 in Review

Guardian Partners reduced its United Parcel Service (UPS) stake by 22% in Q3 2026, selling an estimated $47.2K and leaving 1,575 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #225.

Guardian Partners first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $340K in Q4 2024. 781 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Guardian Partners held 1,575 shares of United Parcel Service worth $147K as of Q3 2026.
Guardian Partners sold 450 United Parcel Service shares in Q3 2026, an estimated $47.2K.
United Parcel Service made up 0.01% of Guardian Partners's portfolio in Q3 2026, its #225 holding.
Guardian Partners first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's United Parcel Service position peaked at $340K in Q4 2024.
781 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.