Olistico Wealth
UPS icon

Olistico Wealth’s United Parcel Service UPS Stock Holding History

Olistico Wealth’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 		$7.01K Hold
75
– – ﹤0.01% 290
2026
Q2 		$8.06K Hold
75
– – ﹤0.01% 264
2026
Q1 		$7.38K Hold
75
– – ﹤0.01% 271
2025
Q4 		$7.44K Buy
+75
New +$7.02K ﹤0.01% 273
2025
Q3 		– Sell
-75
Closed -$7.57K – 319
2025
Q2 		$7.57K Sell
75
-11
-13% -$1.08K ﹤0.01% 276
2025
Q1 		$9.46K Hold
86
– – 0.01% 254
2024
Q4 		$10.8K Hold
86
– – 0.01% 240
2024
Q3 		$11.7K Buy
86
+11
+15% +$1.44K 0.01% 241
2024
Q2 		$10.3K Buy
+75
New +$10.7K 0.01% 244

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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

Olistico Wealth's UPS Position: Q3 2026 in Review

Olistico Wealth held its United Parcel Service (UPS) position steady in Q3 2026 at 75 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Olistico Wealth first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.7K in Q3 2024. 563 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Olistico Wealth held 75 shares of United Parcel Service worth $7.01K as of Q3 2026.
  • Olistico Wealth left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #290 holding.
  • Olistico Wealth first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's United Parcel Service position peaked at $11.7K in Q3 2024.
  • 563 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.