Herold Advisors
UPS icon

Herold Advisors’s United Parcel Service UPS Stock Holding History

Herold Advisors’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 		$616K Buy
6,593
+241
+4% +$25.3K 0.12% 163
2026
Q2 		$688K Buy
6,352
+265
+4% +$27.5K 0.14% 154
2026
Q1 		$599K Buy
6,087
+302
+5% +$32.4K 0.13% 158
2025
Q4 		$574K Buy
5,785
+833
+17% +$77.9K 0.13% 159
2025
Q3 		$414K Sell
4,952
-71
-1% -$6.43K 0.1% 177
2025
Q2 		$507K Buy
5,023
+1,401
+39% +$138K 0.11% 190
2025
Q1 		$398K Buy
3,622
+908
+33% +$109K 0.09% 193
2024
Q4 		$342K Sell
2,714
-234
-8% -$30.8K 0.07% 210
2024
Q3 		$402K Buy
2,948
+865
+42% +$114K 0.09% 204
2024
Q2 		$285K Buy
2,083
+224
+12% +$32.1K 0.07% 221
2024
Q1 		$276K Sell
1,859
-3,590
-66% -$546K 0.07% 225
2023
Q4 		$857K Sell
5,449
-901
-14% -$136K 0.24% 118
2023
Q3 		$990K Buy
6,350
+769
+14% +$133K 0.3% 99
2023
Q2 		$1M Buy
5,581
+604
+12% +$107K 0.31% 95
2023
Q1 		$965K Buy
4,977
+2,247
+82% +$412K 0.33% 86
2022
Q4 		$475K Buy
2,730
+1,001
+58% +$173K 0.2% 119
2022
Q3 		$279K Sell
1,729
-100
-5% -$18.9K 0.13% 152
2022
Q2 		$333K Buy
1,829
+215
+13% +$39.2K 0.15% 146
2022
Q1 		$346K Buy
+1,614
New +$343K 0.12% 150
2021
Q4 		– Sell
-684
Closed -$124K – 622
2021
Q3 		$124K Buy
+684
New +$135K 0.05% 248

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
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
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Herold Advisors's UPS Position: Q3 2026 in Review

Herold Advisors increased its United Parcel Service (UPS) stake by 3.8% in Q3 2026, buying an estimated $25.3K and bringing the position to 6,593 shares worth $616K. The position accounts for 0.12% of the portfolio, ranked #163.

Herold Advisors first reported a position in UPS in Q3 2021 and has held it in 20 quarters since. The position peaked at $1M in Q2 2023. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Herold Advisors held 6,593 shares of United Parcel Service worth $616K as of Q3 2026.
  • Herold Advisors bought 241 United Parcel Service shares in Q3 2026, an estimated $25.3K.
  • United Parcel Service made up 0.12% of Herold Advisors's portfolio in Q3 2026, its #163 holding.
  • Herold Advisors first reported a position in United Parcel Service in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's United Parcel Service position peaked at $1M in Q2 2023.
  • 612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.