Mosley Wealth Management
UPS icon

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

Mosley 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 		$2.8K Buy
29
+1
+4% +$105 ﹤0.01% 465
2026
Q2 		$3.04K Buy
28
+9
+47% +$936 ﹤0.01% 468
2026
Q1 		$1.62K Buy
+19
New +$2.04K ﹤0.01% 397

Other funds holding UPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

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

Mosley Wealth Management increased its United Parcel Service (UPS) stake by 3.6% in Q3 2026, buying an estimated $105 and bringing the position to 29 shares worth $2.8K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Mosley Wealth Management first reported a position in UPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.04K in Q2 2026. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Mosley Wealth Management held 29 shares of United Parcel Service worth $2.8K as of Q3 2026.
  • Mosley Wealth Management bought 1 United Parcel Service share in Q3 2026, an estimated $105.
  • United Parcel Service made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #465 holding.
  • Mosley Wealth Management first reported a position in United Parcel Service in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's United Parcel Service position peaked at $3.04K in Q2 2026.
  • 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.