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

MFG 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	$3.05M	Buy	32,600 +1,046	+3%	+$110K	2.21%	11
2026 Q2	$3.39M	Buy	31,554 +118	+0.4%	+$12.3K	2.43%	10
2026 Q1	$3.09M	Buy	31,436 +9,774	+45%	+$1.05M	2.56%	4
2025 Q4	$2.15M	Buy	21,662 +8,455	+64%	+$791K	1.67%	29
2025 Q3	$1.1M	Sell	13,207 -3,584	-21%	-$325K	0.83%	57
2025 Q2	$1.69M	Buy	16,791 +2,123	+14%	+$209K	1.43%	40
2025 Q1	$1.61M	Buy	+14,668	New	+$1.75M	1.54%	34

Other funds holding UPS

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

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

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

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

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

MFG Wealth Management increased its United Parcel Service (UPS) stake by 3.3% in Q3 2026, buying an estimated $110K and bringing the position to 32,600 shares worth $3.05M. The position accounts for 2.21% of the portfolio, ranked #11.

MFG Wealth Management first reported a position in UPS in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.39M in Q2 2026. 563 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

MFG Wealth Management held 32,600 shares of United Parcel Service worth $3.05M as of Q3 2026.
MFG Wealth Management bought 1,046 United Parcel Service shares in Q3 2026, an estimated $110K.
United Parcel Service made up 2.21% of MFG Wealth Management's portfolio in Q3 2026, its #11 holding.
MFG Wealth Management first reported a position in United Parcel Service in Q1 2025 and has held it in 7 quarters since.
MFG Wealth Management's United Parcel Service position peaked at $3.39M in Q2 2026.
563 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.