Jamison Private Wealth Management’s United Parcel Service UPS Stock Holding History

Jamison Private Wealth 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	$19.2M	Buy	+204,960	New	+$21.5M	1.94%	9
2025 Q3	–	Sell	-185,216	Closed	-$16.8M	–	212
2025 Q2	$18.7M	Buy	185,216 +1,548	+0.8%	+$152K	2.68%	5
2025 Q1	$20.2M	Buy	183,668 +3,174	+2%	+$380K	3.08%	4
2024 Q4	$22.8M	Buy	180,494 +3,721	+2%	+$490K	3.36%	4
2024 Q3	$24.1M	Buy	176,773 +2,243	+1%	+$294K	3.67%	3
2024 Q2	$23.9M	Buy	174,530 +513	+0.3%	+$73.4K	3.97%	3
2024 Q1	$25.9M	Buy	174,017 +1,186	+0.7%	+$180K	4.37%	2
2023 Q4	$27.2M	Sell	172,831 -162	-0.1%	-$24.5K	5.09%	1
2023 Q3	$27M	Buy	+172,993	New	+$29.9M	5.58%	1

Other funds holding UPS

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

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

CAM

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

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Jamison Private Wealth Management's UPS Position: Q3 2026 in Review

Jamison Private Wealth Management opened a new position in United Parcel Service (UPS) in Q3 2026: 204,960 shares worth $19.2M. The stake represents 1.94% of the portfolio and ranks #9 among its holdings. This is a return to the name: Jamison Private Wealth Management previously reported a position in UPS as recently as Q2 2025.

Jamison Private Wealth Management first reported a position in UPS in Q3 2023 and has held it in 9 quarters since. The position peaked at $27.2M in Q4 2023. 229 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Jamison Private Wealth Management held 204,960 shares of United Parcel Service worth $19.2M as of Q3 2026.
United Parcel Service was a new Jamison Private Wealth Management position in Q3 2026.
United Parcel Service made up 1.94% of Jamison Private Wealth Management's portfolio in Q3 2026, its #9 holding.
Jamison Private Wealth Management first reported a position in United Parcel Service in Q3 2023 and has held it in 9 quarters since.
Jamison Private Wealth Management's United Parcel Service position peaked at $27.2M in Q4 2023.
229 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.