Marks Wealth’s United Parcel Service UPS Stock Holding History

Marks Wealth’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	–	Sell	-1,878	Closed	-$202K	–	19
2026 Q2	$202K	Buy	+1,878	New	+$195K	0.04%	19
2025 Q4	–	Sell	-2,878	Closed	-$240K	–	31
2025 Q3	$240K	Sell	2,878 -2,378	-45%	-$215K	0.07%	20
2025 Q2	$531K	Sell	5,256 -827	-14%	-$81.4K	0.17%	12
2025 Q1	$669K	Buy	+6,083	New	+$727K	0.25%	9
2022 Q3	–	Sell	-2,400	Closed	-$438K	–	15
2022 Q2	$438K	Hold	2,400	–	–	0.51%	9
2022 Q1	$515K	Hold	2,400	–	–	0.16%	22
2021 Q4	$514K	Hold	2,400	–	–	0.16%	22
2021 Q3	$437K	Buy	+2,400	New	+$474K	0.14%	22

Other funds holding UPS

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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Marks Wealth's UPS Position: Q3 2026 in Review

Marks Wealth sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 1,878 shares — an estimated $202K sold.

Marks Wealth first reported a position in UPS in Q3 2021 and held it in 8 quarters. The position peaked at $669K in Q1 2025. 884 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Marks Wealth reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
Marks Wealth sold 1,878 United Parcel Service shares in Q3 2026, an estimated $202K.
Marks Wealth first reported a position in United Parcel Service in Q3 2021 and held it in 8 quarters.
Marks Wealth's United Parcel Service position peaked at $669K in Q1 2025.
884 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Marks Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.