Powers Advisory Group
UPS icon

Powers Advisory Group’s United Parcel Service UPS Stock Holding History

Powers Advisory Group’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 		$313K Sell
3,352
-648
-16% -$68K 0.09% 102
2026
Q2 		$430K Sell
4,000
-1,172
-23% -$122K 0.13% 88
2026
Q1 		$509K Buy
5,172
+244
+5% +$26.2K 0.18% 73
2025
Q4 		$489K Buy
4,928
+326
+7% +$30.5K 0.18% 75
2025
Q3 		$384K Sell
4,602
-37
-0.8% -$3.35K 0.15% 82
2025
Q2 		$468K Buy
4,639
+216
+5% +$21.3K 0.21% 70
2025
Q1 		$487K Buy
4,423
+292
+7% +$34.9K 0.23% 66
2024
Q4 		$521K Buy
4,131
+111
+3% +$14.6K 0.26% 59
2024
Q3 		$548K Buy
4,020
+34
+0.9% +$4.46K 0.27% 58
2024
Q2 		$545K Buy
3,986
+3
+0.1% +$430 0.3% 53
2024
Q1 		$592K Buy
3,983
+327
+9% +$49.7K 0.34% 49
2023
Q4 		$575K Buy
3,656
+58
+2% +$8.77K 0.35% 50
2023
Q3 		$561K Sell
3,598
-19
-0.5% -$3.28K 0.38% 49
2023
Q2 		$648K Buy
3,617
+157
+5% +$27.9K 0.43% 47
2023
Q1 		$671K Buy
3,460
+69
+2% +$12.7K 0.47% 45
2022
Q4 		$590K Buy
3,391
+65
+2% +$11.3K 0.43% 50
2022
Q3 		$537K Buy
3,326
+44
+1% +$8.33K 0.43% 52
2022
Q2 		$599K Buy
3,282
+20
+0.6% +$3.65K 0.46% 50
2022
Q1 		$700K Buy
3,262
+18
+0.6% +$3.82K 0.49% 50
2021
Q4 		$695K Buy
+3,244
New +$660K 0.49% 49

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Powers Advisory Group's UPS Position: Q3 2026 in Review

Powers Advisory Group reduced its United Parcel Service (UPS) stake by 16% in Q3 2026, selling an estimated $68K and leaving 3,352 shares worth $313K. The position accounts for 0.09% of the portfolio, ranked #102.

Powers Advisory Group first reported a position in UPS in Q4 2021 and has held it in 20 quarters since. The position peaked at $700K in Q1 2022. 508 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Powers Advisory Group held 3,352 shares of United Parcel Service worth $313K as of Q3 2026.
  • Powers Advisory Group sold 648 United Parcel Service shares in Q3 2026, an estimated $68K.
  • United Parcel Service made up 0.09% of Powers Advisory Group's portfolio in Q3 2026, its #102 holding.
  • Powers Advisory Group first reported a position in United Parcel Service in Q4 2021 and has held it in 20 quarters since.
  • Powers Advisory Group's United Parcel Service position peaked at $700K in Q1 2022.
  • 508 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Powers Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.