Retirement Wealth Solutions’s United Parcel Service UPS Stock Holding History

Retirement Wealth Solutions’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	$3.74K	Buy	40 +10	+33%	+$1.05K	﹤0.01%	452
2026 Q2	$3.23K	Buy	30 +11	+58%	+$1.14K	﹤0.01%	431
2026 Q1	$1.87K	Sell	19 -10	-34%	-$1.07K	﹤0.01%	510
2025 Q4	$2.88K	Buy	+29	New	+$2.71K	﹤0.01%	400
2025 Q3	–	Sell	-22	Closed	-$2.22K	–	860
2025 Q2	$2.22K	Hold	22	–	–	﹤0.01%	371
2025 Q1	$2.42K	Buy	22 +15	+214%	+$1.79K	﹤0.01%	353
2024 Q4	$863	Buy	+7	New	+$921	﹤0.01%	381

Other funds holding UPS

CAM

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

MSV

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Retirement Wealth Solutions's UPS Position: Q3 2026 in Review

Retirement Wealth Solutions increased its United Parcel Service (UPS) stake by 33% in Q3 2026, buying an estimated $1.05K and bringing the position to 40 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Retirement Wealth Solutions first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Retirement Wealth Solutions held 40 shares of United Parcel Service worth $3.74K as of Q3 2026.
Retirement Wealth Solutions bought 10 United Parcel Service shares in Q3 2026, an estimated $1.05K.
United Parcel Service made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #452 holding.
Retirement Wealth Solutions first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.