Seamount Financial Group’s United Parcel Service UPS Stock Holding History

Seamount Financial 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	$255K	Sell	2,725 -200	-7%	-$21K	0.1%	123
2026 Q2	$314K	Sell	2,925 -200	-6%	-$20.8K	0.13%	108
2026 Q1	$307K	Hold	3,125	–	–	0.14%	110
2025 Q4	$310K	Sell	3,125 -1,000	-24%	-$93.5K	0.14%	110
2025 Q3	$345K	Buy	4,125 +150	+4%	+$13.6K	0.16%	108
2025 Q2	$401K	Buy	+3,975	New	+$391K	0.21%	89

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Seamount Financial Group's UPS Position: Q3 2026 in Review

Seamount Financial Group reduced its United Parcel Service (UPS) stake by 6.8% in Q3 2026, selling an estimated $21K and leaving 2,725 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #123.

Seamount Financial Group first reported a position in UPS in Q2 2025 and has held it in 6 quarters since. The position peaked at $401K in Q2 2025. 952 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Seamount Financial Group held 2,725 shares of United Parcel Service worth $255K as of Q3 2026.
Seamount Financial Group sold 200 United Parcel Service shares in Q3 2026, an estimated $21K.
United Parcel Service made up 0.1% of Seamount Financial Group's portfolio in Q3 2026, its #123 holding.
Seamount Financial Group first reported a position in United Parcel Service in Q2 2025 and has held it in 6 quarters since.
Seamount Financial Group's United Parcel Service position peaked at $401K in Q2 2025.
952 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.