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

LongView 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	$1.53M	Hold	16,356	–	–	0.37%	67
2026 Q2	$1.76M	Sell	16,356 -325	-2%	-$33.8K	0.45%	54
2026 Q1	$1.72M	Buy	16,681 +25	+0.2%	+$2.68K	0.43%	52
2025 Q4	$1.8M	Sell	16,656 -40	-0.2%	-$3.74K	0.43%	53
2025 Q3	$1.39M	Sell	16,696 -9,812	-37%	-$889K	0.38%	60
2025 Q2	$2.68M	Sell	26,508 -265	-1%	-$26.1K	0.81%	32
2025 Q1	$2.94M	Buy	26,773 +25	+0.1%	+$2.99K	0.88%	30
2024 Q4	$3.37M	Sell	26,748 -150	-0.6%	-$19.7K	1.03%	26
2024 Q3	$3.67M	Sell	26,898 -82	-0.3%	-$10.8K	1.17%	21
2024 Q2	$3.69M	Sell	26,980 -83	-0.3%	-$11.9K	1.36%	19
2024 Q1	$4.02M	Sell	27,063 -100	-0.4%	-$15.2K	1.59%	17
2023 Q4	$4.34M	Buy	+27,163	New	+$4.11M	1.94%	13

Other funds holding UPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

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

LongView Wealth Management held its United Parcel Service (UPS) position steady in Q3 2026 at 16,356 shares worth $1.53M. The position accounts for 0.37% of the portfolio, ranked #67.

LongView Wealth Management first reported a position in UPS in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.34M in Q4 2023. 1,216 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

LongView Wealth Management held 16,356 shares of United Parcel Service worth $1.53M as of Q3 2026.
LongView Wealth Management left its United Parcel Service share count unchanged in Q3 2026.
United Parcel Service made up 0.37% of LongView Wealth Management's portfolio in Q3 2026, its #67 holding.
LongView Wealth Management first reported a position in United Parcel Service in Q4 2023 and has held it in 12 quarters since.
LongView Wealth Management's United Parcel Service position peaked at $4.34M in Q4 2023.
1,216 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.