Inlet Private Wealth
UPS icon

Inlet Private Wealth’s United Parcel Service UPS Stock Holding History

Inlet Private Wealth’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 		$311K Sell
3,330
-500
-13% -$52.5K 0.08% 117
2026
Q2 		$412K Sell
3,830
-150
-4% -$15.6K 0.1% 111
2026
Q1 		$392K Hold
3,980
– – 0.1% 108
2025
Q4 		$395K Sell
3,980
-17,438
-81% -$1.63M 0.09% 108
2025
Q3 		$1.79M Sell
21,418
-10,535
-33% -$954K 0.4% 67
2025
Q2 		$3.23M Sell
31,953
-4,150
-11% -$408K 0.79% 40
2025
Q1 		$3.97M Buy
36,103
+950
+3% +$114K 1.03% 36
2024
Q4 		$4.43M Sell
35,153
-2,890
-8% -$380K 1.17% 30
2024
Q3 		$5.19M Sell
38,043
-4,005
-10% -$526K 1.32% 27
2024
Q2 		$5.75M Buy
42,048
+4,413
+12% +$632K 1.57% 20
2024
Q1 		$5.59M Buy
37,635
+355
+1% +$54K 1.56% 23
2023
Q4 		$5.86M Sell
37,280
-750
-2% -$113K 1.8% 15
2023
Q3 		$5.93M Sell
38,030
-2,933
-7% -$506K 1.95% 13
2023
Q2 		$7.34M Buy
40,963
+410
+1% +$72.8K 1.85% 12
2023
Q1 		$7.87M Sell
40,553
-200
-0.5% -$36.7K 2.05% 10
2022
Q4 		$7.08M Buy
40,753
+6,659
+20% +$1.15M 1.82% 15
2022
Q3 		$5.51M Buy
34,094
+11,128
+48% +$2.11M 1.64% 17
2022
Q2 		$4.19M Buy
22,966
+2,379
+12% +$434K 1.2% 25
2022
Q1 		$4.42M Buy
20,587
+417
+2% +$88.6K 1.1% 27
2021
Q4 		$4.32M Sell
20,170
-641
-3% -$130K 1.05% 35
2021
Q3 		$3.79M Hold
20,811
– – 1.02% 32
2021
Q2 		$4.33M Buy
20,811
+5
+0% +$1K 1.13% 29
2021
Q1 		$3.54M Sell
20,806
-1,394
-6% -$225K 1.01% 33
2020
Q4 		$3.74M Sell
22,200
-150
-0.7% -$25.3K 1.22% 27
2020
Q3 		$3.72M Sell
22,350
-700
-3% -$102K 1.45% 17
2020
Q2 		$2.56M Hold
23,050
– – 1.02% 36
2020
Q1 		$2.15M Buy
23,050
+10,572
+85% +$1.1M 1% 36
2019
Q4 		$1.46M Sell
12,478
-300
-2% -$35.5K 0.48% 60
2019
Q3 		$1.53M Sell
12,778
-600
-4% -$68.6K 0.57% 55
2019
Q2 		$1.42M Buy
13,378
+2,550
+24% +$265K 0.51% 59
2019
Q1 		$1.21M Buy
10,828
+4,733
+78% +$502K 0.49% 60
2018
Q4 		$594K Buy
+6,095
New +$661K 0.32% 70

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

Inlet Private Wealth's UPS Position: Q3 2026 in Review

Inlet Private Wealth reduced its United Parcel Service (UPS) stake by 13% in Q3 2026, selling an estimated $52.5K and leaving 3,330 shares worth $311K. The position accounts for 0.08% of the portfolio, ranked #117.

Inlet Private Wealth first reported a position in UPS in Q4 2018 and has held it in 32 quarters since. The position peaked at $7.87M in Q1 2023. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Inlet Private Wealth held 3,330 shares of United Parcel Service worth $311K as of Q3 2026.
  • Inlet Private Wealth sold 500 United Parcel Service shares in Q3 2026, an estimated $52.5K.
  • United Parcel Service made up 0.08% of Inlet Private Wealth's portfolio in Q3 2026, its #117 holding.
  • Inlet Private Wealth first reported a position in United Parcel Service in Q4 2018 and has held it in 32 quarters since.
  • Inlet Private Wealth's United Parcel Service position peaked at $7.87M in Q1 2023.
  • 612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.