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Lawood & Co’s United Parcel Service UPS Stock Holding History

Lawood & Co’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 		$635K Sell
6,793
-1,879
-22% -$197K 0.44% 48
2026
Q2 		$932K Sell
8,672
-1,763
-17% -$183K 0.63% 40
2026
Q1 		$1.03M Buy
10,435
+1,571
+18% +$168K 0.95% 34
2025
Q4 		$879K Buy
+8,864
New +$829K 0.83% 36

Other funds holding UPS

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
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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Lawood & Co's UPS Position: Q3 2026 in Review

Lawood & Co reduced its United Parcel Service (UPS) stake by 22% in Q3 2026, selling an estimated $197K and leaving 6,793 shares worth $635K. The position accounts for 0.44% of the portfolio, ranked #48.

Lawood & Co first reported a position in UPS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q1 2026. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Lawood & Co held 6,793 shares of United Parcel Service worth $635K as of Q3 2026.
  • Lawood & Co sold 1,879 United Parcel Service shares in Q3 2026, an estimated $197K.
  • United Parcel Service made up 0.44% of Lawood & Co's portfolio in Q3 2026, its #48 holding.
  • Lawood & Co first reported a position in United Parcel Service in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's United Parcel Service position peaked at $1.03M in Q1 2026.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.