Stiles Financial Services
UPS icon

Stiles Financial Services’s United Parcel Service UPS Stock Holding History

Stiles Financial Services’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 		$1.17M Sell
12,478
-1,453
-10% -$153K 0.3% 80
2026
Q2 		$1.5M Buy
13,931
+898
+7% +$93.4K 0.38% 68
2026
Q1 		$1.28M Buy
13,033
+2,784
+27% +$299K 0.39% 71
2025
Q4 		$1.02M Sell
10,249
-507
-5% -$47.4K 0.31% 85
2025
Q3 		$898K Sell
10,756
-2,364
-18% -$214K 0.28% 88
2025
Q2 		$1.32M Buy
13,120
+1,013
+8% +$100K 0.46% 68
2025
Q1 		$1.33M Buy
12,107
+122
+1% +$14.6K 0.51% 64
2024
Q4 		$1.51M Buy
11,985
+1,663
+16% +$219K 0.55% 60
2024
Q3 		$1.41M Buy
10,322
+1,099
+12% +$144K 0.5% 64
2024
Q2 		$1.26M Buy
9,223
+771
+9% +$110K 0.49% 63
2024
Q1 		$1.26M Buy
8,452
+545
+7% +$82.8K 0.5% 67
2023
Q4 		$1.24M Buy
7,907
+240
+3% +$36.3K 0.56% 61
2023
Q3 		$1.2M Buy
7,667
+834
+12% +$144K 0.62% 54
2023
Q2 		$1.22M Buy
6,833
+481
+8% +$85.4K 0.61% 57
2023
Q1 		$1.23M Buy
6,352
+312
+5% +$57.2K 0.66% 49
2022
Q4 		$1.05M Buy
6,040
+144
+2% +$24.9K 0.6% 53
2022
Q3 		$952K Buy
5,896
+264
+5% +$50K 0.58% 54
2022
Q2 		$1.03M Buy
5,632
+265
+5% +$48.3K 0.62% 55
2022
Q1 		$1.15M Buy
5,367
+1,109
+26% +$236K 0.58% 53
2021
Q4 		$913K Buy
+4,258
New +$866K 0.44% 67

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Stiles Financial Services's UPS Position: Q3 2026 in Review

Stiles Financial Services reduced its United Parcel Service (UPS) stake by 10% in Q3 2026, selling an estimated $153K and leaving 12,478 shares worth $1.17M. The position accounts for 0.3% of the portfolio, ranked #80.

Stiles Financial Services first reported a position in UPS in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.51M in Q4 2024. 873 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Stiles Financial Services held 12,478 shares of United Parcel Service worth $1.17M as of Q3 2026.
  • Stiles Financial Services sold 1,453 United Parcel Service shares in Q3 2026, an estimated $153K.
  • United Parcel Service made up 0.3% of Stiles Financial Services's portfolio in Q3 2026, its #80 holding.
  • Stiles Financial Services first reported a position in United Parcel Service in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's United Parcel Service position peaked at $1.51M in Q4 2024.
  • 873 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.