InvesTrust’s United Parcel Service UPS Stock Holding History

InvesTrust’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	$734K	Sell	7,850 -2,128	-21%	-$223K	0.3%	74
2026 Q2	$1.07M	Sell	9,978 -222	-2%	-$23.1K	0.41%	61
2026 Q1	$1M	Sell	10,200 -442	-4%	-$47.4K	0.42%	62
2025 Q4	$1.06M	Sell	10,642 -3,033	-22%	-$284K	0.41%	60
2025 Q3	$1.14M	Buy	13,675 +998	+8%	+$90.4K	0.42%	60
2025 Q2	$1.28M	Sell	12,677 -26,906	-68%	-$2.65M	0.49%	57
2025 Q1	$4.35M	Buy	39,583 +1,018	+3%	+$122K	1.19%	44
2024 Q4	$4.86M	Buy	+38,565	New	+$5.08M	1.35%	40

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

InvesTrust's UPS Position: Q3 2026 in Review

InvesTrust reduced its United Parcel Service (UPS) stake by 21% in Q3 2026, selling an estimated $223K and leaving 7,850 shares worth $734K. The position accounts for 0.3% of the portfolio, ranked #74.

InvesTrust first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.86M in Q4 2024. 938 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

InvesTrust held 7,850 shares of United Parcel Service worth $734K as of Q3 2026.
InvesTrust sold 2,128 United Parcel Service shares in Q3 2026, an estimated $223K.
United Parcel Service made up 0.3% of InvesTrust's portfolio in Q3 2026, its #74 holding.
InvesTrust first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
InvesTrust's United Parcel Service position peaked at $4.86M in Q4 2024.
938 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.