NWF Advisory Services
UPS icon

NWF Advisory Services’s United Parcel Service UPS Stock Holding History

NWF Advisory 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 		– Sell
-1,944
Closed -$209K – 477
2026
Q2 		$209K Sell
1,944
-517
-21% -$53.7K 0.02% 396
2026
Q1 		$242K Sell
2,461
-32
-1% -$3.43K 0.03% 328
2025
Q4 		$247K Buy
+2,493
New +$233K 0.03% 323
2025
Q3 		– Sell
-3,333
Closed -$336K – 461
2025
Q2 		$336K Buy
3,333
+221
+7% +$21.7K 0.04% 269
2025
Q1 		$342K Sell
3,112
-1,025
-25% -$123K 0.05% 226
2024
Q4 		$522K Buy
4,137
+1,687
+69% +$222K 0.08% 130
2024
Q3 		$334K Sell
2,450
-17
-0.7% -$2.23K 0.05% 222
2024
Q2 		$338K Buy
2,467
+2
+0.1% +$286 0.05% 204
2024
Q1 		$366K Sell
2,465
-168
-6% -$25.5K 0.06% 201
2023
Q4 		$414K Sell
2,633
-488
-16% -$73.8K 0.08% 166
2023
Q3 		$486K Hold
3,121
– – 0.11% 139
2023
Q2 		$559K Hold
3,121
– – 0.13% 130
2023
Q1 		$559K Buy
+3,121
New +$572K 0.13% 129

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NWF Advisory Services's UPS Position: Q3 2026 in Review

NWF Advisory Services sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 1,944 shares — an estimated $209K sold.

NWF Advisory Services first reported a position in UPS in Q1 2023 and held it in 13 quarters. The position peaked at $559K in Q2 2023. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • NWF Advisory Services reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
  • NWF Advisory Services sold 1,944 United Parcel Service shares in Q3 2026, an estimated $209K.
  • NWF Advisory Services first reported a position in United Parcel Service in Q1 2023 and held it in 13 quarters.
  • NWF Advisory Services's United Parcel Service position peaked at $559K in Q2 2023.
  • 612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.