Hoxton Planning & Management’s United Parcel Service UPS Stock Holding History

Hoxton Planning & 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	$604K	Buy	6,464 +482	+8%	+$50.6K	0.15%	103
2026 Q2	$643K	Buy	5,982 +756	+14%	+$78.6K	0.17%	105
2026 Q1	$514K	Buy	5,226 +645	+14%	+$69.2K	0.15%	108
2025 Q4	$454K	Buy	4,581 +774	+20%	+$72.4K	0.14%	118
2025 Q3	$318K	Buy	3,807 +478	+14%	+$43.3K	0.1%	150
2025 Q2	$336K	Buy	3,329 +1,494	+81%	+$147K	0.12%	142
2025 Q1	$202K	Sell	1,835 -76	-4%	-$9.09K	0.08%	193
2024 Q4	$241K	Buy	1,911 +23	+1%	+$3.03K	0.09%	178
2024 Q3	$257K	Buy	+1,888	New	+$248K	0.1%	172

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

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

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

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

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Hoxton Planning & Management's UPS Position: Q3 2026 in Review

Hoxton Planning & Management increased its United Parcel Service (UPS) stake by 8.1% in Q3 2026, buying an estimated $50.6K and bringing the position to 6,464 shares worth $604K. The position accounts for 0.15% of the portfolio, ranked #103.

Hoxton Planning & Management first reported a position in UPS in Q3 2024 and has held it in 9 quarters since. The position peaked at $643K in Q2 2026. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Hoxton Planning & Management held 6,464 shares of United Parcel Service worth $604K as of Q3 2026.
Hoxton Planning & Management bought 482 United Parcel Service shares in Q3 2026, an estimated $50.6K.
United Parcel Service made up 0.15% of Hoxton Planning & Management's portfolio in Q3 2026, its #103 holding.
Hoxton Planning & Management first reported a position in United Parcel Service in Q3 2024 and has held it in 9 quarters since.
Hoxton Planning & Management's United Parcel Service position peaked at $643K in Q2 2026.
612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.