Miller Financial Services’s United Parcel Service UPS Stock Holding History

Miller Financial Services’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	$2.71M	Buy	29,054 +2,250	+8%	+$236K	2.06%	11
2026 Q2	$2.88M	Sell	26,804 -640	-2%	-$66.5K	2.32%	9
2026 Q1	$2.7M	Sell	27,444 -1,654	-6%	-$177K	2.96%	7
2025 Q4	$2.89M	Sell	29,098 -346	-1%	-$32.4K	3.39%	5
2025 Q3	$2.46M	Buy	29,444 +6,603	+29%	+$598K	2.84%	8
2025 Q2	$2.31M	Buy	22,841 +4,298	+23%	+$423K	2.94%	7
2025 Q1	$2.04M	Buy	18,543 +1,197	+7%	+$143K	2.93%	6
2024 Q4	$2.19M	Buy	+17,346	New	+$2.28M	1.85%	7

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Miller Financial Services's UPS Position: Q3 2026 in Review

Miller Financial Services increased its United Parcel Service (UPS) stake by 8.4% in Q3 2026, buying an estimated $236K and bringing the position to 29,054 shares worth $2.71M. The position accounts for 2.06% of the portfolio, ranked #11.

Miller Financial Services first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.89M in Q4 2025. 960 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Miller Financial Services held 29,054 shares of United Parcel Service worth $2.71M as of Q3 2026.
Miller Financial Services bought 2,250 United Parcel Service shares in Q3 2026, an estimated $236K.
United Parcel Service made up 2.06% of Miller Financial Services's portfolio in Q3 2026, its #11 holding.
Miller Financial Services first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
Miller Financial Services's United Parcel Service position peaked at $2.89M in Q4 2025.
960 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.