PFS Partners’s United Parcel Service UPS Stock Holding History

PFS Partners’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	$229K	Buy	2,453 +5	+0.2%	+$525	0.09%	94
2026 Q2	$263K	Buy	2,448 +300	+14%	+$31.2K	0.11%	87
2026 Q1	$211K	Buy	2,148 +1	+0%	+$107	0.1%	85
2025 Q4	$213K	Hold	2,147	–	–	0.1%	80
2025 Q3	$179K	Buy	2,147 +200	+10%	+$18.1K	0.09%	77
2025 Q2	$197K	Hold	1,947	–	–	0.1%	71
2025 Q1	$214K	Hold	1,947	–	–	0.11%	62
2024 Q4	$246K	Hold	1,947	–	–	0.13%	60
2024 Q3	$265K	Hold	1,947	–	–	0.15%	49
2024 Q2	$266K	Sell	1,947 -17	-0.9%	-$2.43K	0.17%	48
2024 Q1	$292K	Hold	1,964	–	–	0.19%	44
2023 Q4	$309K	Hold	1,964	–	–	0.21%	38
2023 Q3	$306K	Hold	1,964	–	–	0.27%	27
2023 Q2	$352K	Buy	1,964 +1	+0.1%	+$178	0.29%	25
2023 Q1	$381K	Hold	1,963	–	–	0.37%	23
2022 Q4	$341K	Hold	1,963	–	–	0.36%	23
2022 Q3	$317K	Hold	1,963	–	–	0.34%	23
2022 Q2	$358K	Hold	1,963	–	–	0.35%	23
2022 Q1	$421K	Hold	1,963	–	–	0.36%	23
2021 Q4	$421K	Buy	+1,963	New	+$399K	0.31%	24

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

PFS Partners's UPS Position: Q3 2026 in Review

PFS Partners increased its United Parcel Service (UPS) stake by 0.2% in Q3 2026, buying an estimated $525 and bringing the position to 2,453 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #94.

PFS Partners first reported a position in UPS in Q4 2021 and has held it in 20 quarters since. The position peaked at $421K in Q1 2022. 507 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

PFS Partners held 2,453 shares of United Parcel Service worth $229K as of Q3 2026.
PFS Partners bought 5 United Parcel Service shares in Q3 2026, an estimated $525.
United Parcel Service made up 0.09% of PFS Partners's portfolio in Q3 2026, its #94 holding.
PFS Partners first reported a position in United Parcel Service in Q4 2021 and has held it in 20 quarters since.
PFS Partners's United Parcel Service position peaked at $421K in Q1 2022.
507 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.