Peterson Wealth Services
UPS icon

Peterson Wealth Services’s United Parcel Service UPS Stock Holding History

Peterson Wealth 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 		$277K Buy
2,967
+878
+42% +$92.2K 0.06% 122
2026
Q2 		$225K Buy
2,089
+726
+53% +$75.5K 0.05% 123
2026
Q1 		$134K Buy
1,363
+439
+48% +$47.1K 0.03% 142
2025
Q4 		$91.6K Sell
924
-3,684
-80% -$345K 0.02% 145
2025
Q3 		$103K Buy
4,608
+3,477
+307% +$315K 0.03% 150
2025
Q2 		$114K Sell
1,131
-149
-12% -$14.7K 0.03% 143
2025
Q1 		$141K Buy
1,280
+18
+1% +$2.15K 0.04% 134
2024
Q4 		$159K Buy
1,262
+11
+0.9% +$1.45K 0.05% 128
2024
Q3 		$171K Buy
+1,251
New +$164K 0.05% 133

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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

Peterson Wealth Services's UPS Position: Q3 2026 in Review

Peterson Wealth Services increased its United Parcel Service (UPS) stake by 42% in Q3 2026, buying an estimated $92.2K and bringing the position to 2,967 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #122.

Peterson Wealth Services first reported a position in UPS in Q3 2024 and has held it in 9 quarters since. 873 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Peterson Wealth Services held 2,967 shares of United Parcel Service worth $277K as of Q3 2026.
  • Peterson Wealth Services bought 878 United Parcel Service shares in Q3 2026, an estimated $92.2K.
  • United Parcel Service made up 0.06% of Peterson Wealth Services's portfolio in Q3 2026, its #122 holding.
  • Peterson Wealth Services first reported a position in United Parcel Service in Q3 2024 and has held it in 9 quarters since.
  • 873 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.