Meriwether Wealth & Planning
UPS icon

Meriwether Wealth & Planning’s United Parcel Service UPS Stock Holding History

Meriwether Wealth & Planning’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 		$177K Buy
+1,889
New +$198K 0.08% 124
2025
Q3 		– Sell
-2,278
Closed -$230K – 132
2025
Q2 		$230K Buy
2,278
+448
+24% +$44.1K 0.14% 110
2025
Q1 		$201K Buy
+1,830
New +$219K 0.13% 120

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New York State Teachers Retirement System (NYSTRS)
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Wilsey Asset Management
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Cacti Asset Management
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Manchester Capital Management
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Meriwether Wealth & Planning's UPS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in United Parcel Service (UPS) in Q3 2026: 1,889 shares worth $177K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in UPS as recently as Q2 2025.

Meriwether Wealth & Planning first reported a position in UPS in Q1 2025 and has held it in 3 quarters since. The position peaked at $230K in Q2 2025. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Meriwether Wealth & Planning held 1,889 shares of United Parcel Service worth $177K as of Q3 2026.
  • United Parcel Service was a new Meriwether Wealth & Planning position in Q3 2026.
  • United Parcel Service made up 0.08% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #124 holding.
  • Meriwether Wealth & Planning first reported a position in United Parcel Service in Q1 2025 and has held it in 3 quarters since.
  • Meriwether Wealth & Planning's United Parcel Service position peaked at $230K in Q2 2025.
  • 612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.