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Stolper & Co’s United Parcel Service UPS Stock Holding History

Stolper & Co’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 		$3.7M Buy
39,541
+406
+1% +$42.6K 0.95% 32
2026
Q2 		$4.21M Buy
39,135
+26,954
+221% +$2.8M 1.09% 30
2026
Q1 		$2.36M Sell
12,181
-17,482
-59% -$1.87M 0.67% 45
2025
Q4 		$2.94M Sell
29,663
-476
-2% -$44.5K 0.87% 35
2025
Q3 		$2.52M Buy
30,139
+6
+0% +$543 0.76% 39
2025
Q2 		$3.04M Sell
30,133
-5,539
-16% -$545K 1% 32
2025
Q1 		$3.92M Buy
35,672
+114
+0.3% +$13.6K 1.29% 29
2024
Q4 		$4.48M Buy
35,558
+638
+2% +$84K 1.49% 27
2024
Q3 		$4.76M Buy
34,920
+140
+0.4% +$18.4K 1.56% 27
2024
Q2 		$4.76M Buy
34,780
+1,378
+4% +$197K 1.68% 26
2024
Q1 		$4.96M Buy
33,402
+4,245
+15% +$645K 1.79% 25
2023
Q4 		$4.58M Buy
29,157
+269
+0.9% +$40.7K 1.85% 23
2023
Q3 		$4.5M Buy
28,888
+99
+0.3% +$17.1K 1.95% 20
2023
Q2 		$5.16M Sell
28,789
-361
-1% -$64.1K 2.17% 17
2023
Q1 		$5.66M Buy
29,150
+41
+0.1% +$7.52K 2.42% 13
2022
Q4 		$5.06M Buy
29,109
+1,521
+6% +$263K 2.22% 17
2022
Q3 		$4.46M Buy
27,588
+152
+0.6% +$28.8K 2.2% 14
2022
Q2 		$5.01M Sell
27,436
-73
-0.3% -$13.3K 2.35% 13
2022
Q1 		$5.9M Sell
27,509
-54
-0.2% -$11.5K 2.5% 11
2021
Q4 		$5.91M Sell
27,563
-114
-0.4% -$23.2K 2.63% 10
2021
Q3 		$5.04M Sell
27,677
-352
-1% -$69.5K 2.41% 13
2021
Q2 		$5.83M Buy
28,029
+139
+0.5% +$27.8K 2.75% 7
2021
Q1 		$4.74M Sell
27,890
-93
-0.3% -$15K 2.44% 13
2020
Q4 		$4.71M Sell
27,983
-251
-0.9% -$42.4K 2.64% 7
2020
Q3 		$4.7M Sell
28,234
-614
-2% -$89.4K 3.04% 7
2020
Q2 		$3.21M Sell
28,848
-601
-2% -$60K 2.09% 17
2020
Q1 		$2.75M Buy
+29,449
New +$3.05M 1.98% 16

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Stolper & Co's UPS Position: Q3 2026 in Review

Stolper & Co increased its United Parcel Service (UPS) stake by 1% in Q3 2026, buying an estimated $42.6K and bringing the position to 39,541 shares worth $3.7M. The position accounts for 0.95% of the portfolio, ranked #32.

Stolper & Co first reported a position in UPS in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.91M in Q4 2021. 384 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Stolper & Co held 39,541 shares of United Parcel Service worth $3.7M as of Q3 2026.
  • Stolper & Co bought 406 United Parcel Service shares in Q3 2026, an estimated $42.6K.
  • United Parcel Service made up 0.95% of Stolper & Co's portfolio in Q3 2026, its #32 holding.
  • Stolper & Co first reported a position in United Parcel Service in Q1 2020 and has held it in 27 quarters since.
  • Stolper & Co's United Parcel Service position peaked at $5.91M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.