Patrick M. Sweeney & Associates’s United Parcel Service UPS Stock Holding History

Patrick M. Sweeney & Associates’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	$406K	Buy	4,344 +6	+0.1%	+$630	0.23%	108
2026 Q2	$466K	Buy	4,338 +1	+0%	+$104	0.27%	97
2026 Q1	$427K	Buy	4,337 +1	+0%	+$107	0.27%	88
2025 Q4	$430K	Sell	4,336 -530	-11%	-$49.6K	0.27%	87
2025 Q3	$406K	Buy	4,866 +47	+1%	+$4.26K	0.26%	90
2025 Q2	$502K	Sell	4,819 -114	-2%	-$11.2K	0.35%	77
2025 Q1	$543K	Buy	4,933 +1	+0%	+$120	0.41%	67
2024 Q4	$622K	Sell	4,932 -20	-0.4%	-$2.63K	0.47%	57
2024 Q3	$675K	Sell	4,952 -15	-0.3%	-$1.97K	0.5%	52
2024 Q2	$680K	Buy	4,967 +1	+0%	+$143	0.55%	47
2024 Q1	$738K	Buy	4,966 +100	+2%	+$15.2K	0.61%	40
2023 Q4	$765K	Buy	+4,866	New	+$736K	0.7%	33

Other funds holding UPS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Patrick M. Sweeney & Associates's UPS Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its United Parcel Service (UPS) stake by 0.14% in Q3 2026, buying an estimated $630 and bringing the position to 4,344 shares worth $406K. The position accounts for 0.23% of the portfolio, ranked #108.

Patrick M. Sweeney & Associates first reported a position in UPS in Q4 2023 and has held it in 12 quarters since. The position peaked at $765K in Q4 2023. 1,262 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Patrick M. Sweeney & Associates held 4,344 shares of United Parcel Service worth $406K as of Q3 2026.
Patrick M. Sweeney & Associates bought 6 United Parcel Service shares in Q3 2026, an estimated $630.
United Parcel Service made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #108 holding.
Patrick M. Sweeney & Associates first reported a position in United Parcel Service in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's United Parcel Service position peaked at $765K in Q4 2023.
1,262 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.