Spire Wealth Management
UPS icon

Spire Wealth Management’s United Parcel Service UPS Stock Holding History

Spire Wealth Management’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 		$189K Sell
2,023
-418
-17% -$43.9K 0.01% 772
2026
Q2 		$262K Buy
2,441
+4
+0.2% +$416 0.01% 707
2026
Q1 		$240K Sell
2,437
-10,574
-81% -$1.13M 0.01% 727
2025
Q4 		$1.29M Buy
13,011
+7,680
+144% +$718K 0.04% 340
2025
Q3 		$445K Buy
5,331
+44
+0.8% +$3.98K 0.02% 558
2025
Q2 		$534K Sell
5,287
-27,317
-84% -$2.69M 0.02% 490
2025
Q1 		$3.59M Buy
32,604
+21,533
+194% +$2.57M 0.11% 160
2024
Q4 		$1.4M Buy
11,071
+871
+9% +$115K 0.04% 318
2024
Q3 		$1.39M Sell
10,200
-2,185
-18% -$287K 0.05% 302
2024
Q2 		$1.69M Buy
12,385
+726
+6% +$104K 0.06% 252
2024
Q1 		$1.73M Buy
11,659
+230
+2% +$35K 0.03% 273
2023
Q4 		$1.79M Buy
11,429
+537
+5% +$81.2K 0.06% 260
2023
Q3 		$1.7M Buy
10,892
+5,183
+91% +$895K 0.06% 244
2023
Q2 		$1.02M Sell
5,709
-1,027
-15% -$182K 0.04% 346
2023
Q1 		$1.31M Buy
6,736
+3,036
+82% +$557K 0.05% 293
2022
Q4 		$643K Buy
3,700
+458
+14% +$79.3K 0.04% 307
2022
Q3 		$524K Sell
3,242
-8,249
-72% -$1.56M 0.03% 323
2022
Q2 		$2.1M Sell
11,491
-4,387
-28% -$800K 0.09% 207
2022
Q1 		$3.4M Sell
15,878
-781
-5% -$166K 0.09% 198
2021
Q4 		$3.56M Buy
16,659
+2,188
+15% +$445K 0.08% 211
2021
Q3 		$2.64M Buy
14,471
+858
+6% +$169K 0.07% 240
2021
Q2 		$2.83M Sell
13,613
-2,894
-18% -$579K 0.08% 232
2021
Q1 		$2M Buy
+16,507
New +$2.67M 0.05% 281

Other funds holding UPS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Spire Wealth Management's UPS Position: Q3 2026 in Review

Spire Wealth Management reduced its United Parcel Service (UPS) stake by 17% in Q3 2026, selling an estimated $43.9K and leaving 2,023 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #772.

Spire Wealth Management first reported a position in UPS in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.59M in Q1 2025. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Spire Wealth Management held 2,023 shares of United Parcel Service worth $189K as of Q3 2026.
  • Spire Wealth Management sold 418 United Parcel Service shares in Q3 2026, an estimated $43.9K.
  • United Parcel Service made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #772 holding.
  • Spire Wealth Management first reported a position in United Parcel Service in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's United Parcel Service position peaked at $3.59M in Q1 2025.
  • 1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.