Lodestone Wealth Management
UPS icon

Lodestone Wealth Management’s United Parcel Service UPS Stock Holding History

Lodestone 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 		$354K Buy
3,788
+58
+2% +$6.09K 0.12% 138
2026
Q2 		$401K Sell
3,730
-75
-2% -$7.8K 0.14% 131
2026
Q1 		$374K Sell
3,805
-5
-0.1% -$536 0.15% 128
2025
Q4 		$378K Buy
3,810
+60
+2% +$5.61K 0.15% 123
2025
Q3 		$313K Buy
+3,750
New +$340K 0.14% 137
2025
Q2 		– Sell
-1,895
Closed -$208K – 171
2025
Q1 		$208K Buy
1,895
+111
+6% +$13.3K 0.11% 150
2024
Q4 		$225K Buy
1,784
+20
+1% +$2.63K 0.11% 140
2024
Q3 		$241K Sell
1,764
-78
-4% -$10.2K 0.12% 135
2024
Q2 		$252K Buy
1,842
+40
+2% +$5.73K 0.13% 135
2024
Q1 		$268K Buy
1,802
+60
+3% +$9.12K 0.14% 128
2023
Q4 		$274K Buy
1,742
+37
+2% +$5.59K 0.16% 123
2023
Q3 		$266K Sell
1,705
-12
-0.7% -$2.07K 0.19% 112
2023
Q2 		$308K Buy
1,717
+24
+1% +$4.26K 0.21% 110
2023
Q1 		$328K Buy
1,693
+1
+0.1% +$183 0.25% 96
2022
Q4 		$294K Buy
+1,692
New +$293K 0.24% 98

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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Cove Private Wealth
Cove Private Wealth Oyster Bay Cove, New York $570M AUM 26.07% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Lodestone Wealth Management's UPS Position: Q3 2026 in Review

Lodestone Wealth Management increased its United Parcel Service (UPS) stake by 1.6% in Q3 2026, buying an estimated $6.09K and bringing the position to 3,788 shares worth $354K. The position accounts for 0.12% of the portfolio, ranked #138.

Lodestone Wealth Management first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $401K in Q2 2026. 781 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Lodestone Wealth Management held 3,788 shares of United Parcel Service worth $354K as of Q3 2026.
  • Lodestone Wealth Management bought 58 United Parcel Service shares in Q3 2026, an estimated $6.09K.
  • United Parcel Service made up 0.12% of Lodestone Wealth Management's portfolio in Q3 2026, its #138 holding.
  • Lodestone Wealth Management first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's United Parcel Service position peaked at $401K in Q2 2026.
  • 781 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

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