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Three Bearings Fiduciary Advisors’s United Parcel Service UPS Stock Holding History

Three Bearings Fiduciary Advisors’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
Q2 		$1.07K Hold
10
– – ﹤0.01% 268
2026
Q1 		$984 Hold
10
– – ﹤0.01% 281
2025
Q4 		$1.06K Buy
+10
New +$935 ﹤0.01% 290

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Three Bearings Fiduciary Advisors's UPS Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 10 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Three Bearings Fiduciary Advisors first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 1,340 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 10 shares of United Parcel Service worth $1.07K as of Q2 2026.
  • Three Bearings Fiduciary Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #268 holding.
  • Three Bearings Fiduciary Advisors first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 1,340 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.