Sweeney & Michel’s United Parcel Service UPS Stock Holding History

Sweeney & Michel’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	-1,931	Closed	-$202K	–	169
2026 Q2	$202K	Buy	+1,931	New	+$201K	0.05%	161
2026 Q1	–	Sell	-1,972	Closed	-$237K	–	146
2025 Q4	$237K	Sell	1,972 -579	-23%	-$54.2K	0.07%	135
2025 Q3	$211K	Buy	2,551 +90	+4%	+$8.15K	0.07%	134
2025 Q2	$249K	Sell	2,461 -317	-11%	-$31.2K	0.09%	115
2025 Q1	$255K	Buy	+2,778	New	+$332K	0.11%	106
2024 Q3	$363K	Buy	2,668 +28	+1%	+$3.68K	0.14%	91
2024 Q2	$355K	Buy	2,640 +20	+0.8%	+$2.86K	0.15%	88
2024 Q1	$388K	Buy	+2,620	New	+$398K	0.17%	80
2023 Q3	$414K	Buy	2,916 +22	+0.8%	+$3.8K	0.22%	70
2023 Q2	$522K	Sell	2,894 -280	-9%	-$49.7K	0.27%	63
2023 Q1	$532K	Buy	+3,174	New	+$582K	0.28%	57

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

Sweeney & Michel's UPS Position: Q3 2026 in Review

Sweeney & Michel sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 1,931 shares — an estimated $202K sold.

Sweeney & Michel first reported a position in UPS in Q1 2023 and held it in 11 quarters. The position peaked at $532K in Q1 2023. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Sweeney & Michel reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
Sweeney & Michel sold 1,931 United Parcel Service shares in Q3 2026, an estimated $202K.
Sweeney & Michel first reported a position in United Parcel Service in Q1 2023 and held it in 11 quarters.
Sweeney & Michel's United Parcel Service position peaked at $532K in Q1 2023.
612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Sweeney & Michel's 13F filing for Q3 2026, filed 16 Oct 2026.