Silver Lake Advisory’s United Parcel Service UPS Stock Holding History

Silver Lake Advisory’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	–	Sell	-2,000	Closed	-$215K	–	110
2026 Q2	$215K	Buy	+2,000	New	+$208K	0.08%	104
2025 Q3	–	Sell	-2,000	Closed	-$202K	–	109
2025 Q2	$202K	Hold	2,000	–	–	0.09%	102
2025 Q1	$220K	Buy	+2,000	New	+$239K	0.1%	97
2019 Q3	–	Sell	-26,330	Closed	-$2.72M	–	82
2019 Q2	$2.72M	Sell	26,330 -33	-0.1%	-$3.43K	1.8%	25
2019 Q1	$2.95M	Sell	26,363 -799	-3%	-$84.7K	1.99%	19
2018 Q4	$2.65M	Sell	27,162 -621	-2%	-$67.3K	1.97%	18
2018 Q3	$3.24M	Buy	27,783 +7,193	+35%	+$847K	1.97%	14
2018 Q2	$2.28M	Sell	20,590 -5,234	-20%	-$588K	1.81%	22
2018 Q1	$2.7M	Buy	25,824 +509	+2%	+$58.8K	2.01%	18
2017 Q4	$3.02M	Buy	25,315 +60	+0.2%	+$7.05K	2.15%	15
2017 Q3	$3.03M	Buy	25,255 +4,630	+22%	+$526K	2.31%	14
2017 Q2	$2.28M	Buy	20,625 +195	+1%	+$20.8K	1.69%	24
2017 Q1	$2.19M	Buy	+20,430	New	+$2.23M	1.65%	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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

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

Silver Lake Advisory's UPS Position: Q3 2026 in Review

Silver Lake Advisory sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 2,000 shares — an estimated $215K sold.

Silver Lake Advisory first reported a position in UPS in Q1 2017 and held it in 13 quarters. The position peaked at $3.24M in Q3 2018. 565 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Silver Lake Advisory reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
Silver Lake Advisory sold 2,000 United Parcel Service shares in Q3 2026, an estimated $215K.
Silver Lake Advisory first reported a position in United Parcel Service in Q1 2017 and held it in 13 quarters.
Silver Lake Advisory's United Parcel Service position peaked at $3.24M in Q3 2018.
565 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Silver Lake Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.