Premier Path Wealth Partners’s United Parcel Service UPS Stock Holding History

Premier Path Wealth 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	$289K	Buy	3,094 +41	+1%	+$4.3K	0.03%	329
2026 Q2	$328K	Sell	3,053 -104	-3%	-$10.8K	0.04%	345
2026 Q1	$311K	Buy	3,157 +1,018	+48%	+$109K	0.04%	342
2025 Q4	$212K	Buy	+2,139	New	+$200K	0.03%	385
2025 Q2	–	Sell	-2,349	Closed	-$258K	–	398
2025 Q1	$258K	Sell	2,349 -306	-12%	-$36.6K	0.04%	326
2024 Q4	$335K	Sell	2,655 -248	-9%	-$32.6K	0.05%	285
2024 Q3	$396K	Sell	2,903 -306	-10%	-$40.2K	0.06%	259
2024 Q2	$439K	Sell	3,209 -308	-9%	-$44.1K	0.07%	243
2024 Q1	$523K	Sell	3,517 -57	-2%	-$8.66K	0.1%	203
2023 Q4	$562K	Buy	+3,574	New	+$540K	0.12%	177

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

Premier Path Wealth Partners's UPS Position: Q3 2026 in Review

Premier Path Wealth Partners increased its United Parcel Service (UPS) stake by 1.3% in Q3 2026, buying an estimated $4.3K and bringing the position to 3,094 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #329.

Premier Path Wealth Partners first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $562K in Q4 2023. 1,296 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Premier Path Wealth Partners held 3,094 shares of United Parcel Service worth $289K as of Q3 2026.
Premier Path Wealth Partners bought 41 United Parcel Service shares in Q3 2026, an estimated $4.3K.
United Parcel Service made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #329 holding.
Premier Path Wealth Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's United Parcel Service position peaked at $562K in Q4 2023.
1,296 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.