Milestone Asset Management’s United Parcel Service UPS Stock Holding History

Milestone Asset 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	$8.76M	Buy	+93,780	New	+$9.8M	1.39%	15

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

Milestone Asset Management's UPS Position: Q3 2026 in Review

Milestone Asset Management opened a new position in United Parcel Service (UPS) in Q3 2026: 93,780 shares worth $8.76M. The stake represents 1.39% of the portfolio and ranks #15 among its holdings.

612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Milestone Asset Management held 93,780 shares of United Parcel Service worth $8.76M as of Q3 2026.
United Parcel Service was a new Milestone Asset Management position in Q3 2026.
United Parcel Service made up 1.39% of Milestone Asset Management's portfolio in Q3 2026, its #15 holding.
612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.