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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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DC
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
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CNB
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
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GI
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.