Midwest Trust’s United Parcel Service UPS Stock Holding History

Midwest Trust’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	$10M	Buy	106,675 +578	+0.5%	+$60.7K	0.11%	154
2026 Q2	$11.4M	Sell	106,097 -1,399	-1%	-$145K	0.13%	148
2026 Q1	$10.6M	Sell	107,496 -1,110	-1%	-$119K	0.13%	149
2025 Q4	$10.8M	Sell	108,606 -2,939	-3%	-$275K	0.13%	144
2025 Q3	$9.32M	Sell	111,545 -3,434	-3%	-$311K	0.12%	153
2025 Q2	$11.6M	Buy	+114,979	New	+$11.3M	0.16%	137

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

Midwest Trust's UPS Position: Q3 2026 in Review

Midwest Trust increased its United Parcel Service (UPS) stake by 0.54% in Q3 2026, buying an estimated $60.7K and bringing the position to 106,675 shares worth $10M. The position accounts for 0.11% of the portfolio, ranked #154.

Midwest Trust first reported a position in UPS in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.6M in Q2 2025. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Midwest Trust held 106,675 shares of United Parcel Service worth $10M as of Q3 2026.
Midwest Trust bought 578 United Parcel Service shares in Q3 2026, an estimated $60.7K.
United Parcel Service made up 0.11% of Midwest Trust's portfolio in Q3 2026, its #154 holding.
Midwest Trust first reported a position in United Parcel Service in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's United Parcel Service position peaked at $11.6M in Q2 2025.
612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.