Ted Buchan & Co’s United Parcel Service UPS Stock Holding History

Ted Buchan & 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	$1.02M	Buy	10,901 +1,362	+14%	+$143K	0.34%	56
2026 Q2	$1.03M	Sell	9,539 -309	-3%	-$32.1K	0.34%	56
2026 Q1	$969K	Sell	9,848 -1,129	-10%	-$121K	0.35%	53
2025 Q4	$1.09M	Sell	10,977 -5,312	-33%	-$497K	0.4%	51
2025 Q3	$1.36M	Buy	16,289 +3,409	+26%	+$309K	0.53%	43
2025 Q2	$1.3M	Buy	12,880 +4,624	+56%	+$455K	0.52%	40
2025 Q1	$908K	Buy	8,256 +549	+7%	+$65.6K	0.43%	46
2024 Q4	$972K	Buy	+7,707	New	+$1.01M	0.46%	47

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

Ted Buchan & Co's UPS Position: Q3 2026 in Review

Ted Buchan & Co increased its United Parcel Service (UPS) stake by 14% in Q3 2026, buying an estimated $143K and bringing the position to 10,901 shares worth $1.02M. The position accounts for 0.34% of the portfolio, ranked #56.

Ted Buchan & Co first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q3 2025. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Ted Buchan & Co held 10,901 shares of United Parcel Service worth $1.02M as of Q3 2026.
Ted Buchan & Co bought 1,362 United Parcel Service shares in Q3 2026, an estimated $143K.
United Parcel Service made up 0.34% of Ted Buchan & Co's portfolio in Q3 2026, its #56 holding.
Ted Buchan & Co first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
Ted Buchan & Co's United Parcel Service position peaked at $1.36M in Q3 2025.
612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Ted Buchan & Co's 13F filing for Q3 2026, filed 23 Oct 2026.