Thrive Wealth Management
UPS icon

Thrive Wealth Management’s United Parcel Service UPS Stock Holding History

Thrive Wealth Management’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 		$312K Buy
3,335
+36
+1% +$3.78K 0.04% 189
2026
Q2 		$355K Buy
3,299
+187
+6% +$19.4K 0.05% 165
2026
Q1 		$306K Sell
3,112
-653
-17% -$70K 0.05% 176
2025
Q4 		$373K Buy
+3,765
New +$352K 0.05% 155
2025
Q3 		– Sell
-3,562
Closed -$360K – 252
2025
Q2 		$360K Buy
3,562
+176
+5% +$17.3K 0.06% 153
2025
Q1 		$372K Buy
3,386
+1,056
+45% +$126K 0.07% 138
2024
Q4 		$294K Sell
2,330
-998
-30% -$131K 0.05% 158
2024
Q3 		$454K Buy
3,328
+374
+13% +$49.1K 0.08% 124
2024
Q2 		$404K Sell
2,954
-1,611
-35% -$231K 0.08% 137
2024
Q1 		$679K Buy
4,565
+205
+5% +$31.2K 0.14% 87
2023
Q4 		$686K Sell
4,360
-167
-4% -$25.2K 0.15% 84
2023
Q3 		$706K Sell
4,527
-276
-6% -$47.6K 0.19% 73
2023
Q2 		$861K Buy
4,803
+236
+5% +$41.9K 0.22% 62
2023
Q1 		$886K Buy
4,567
+439
+11% +$80.5K 0.23% 52
2022
Q4 		$718K Buy
4,128
+428
+12% +$74.1K 0.21% 62
2022
Q3 		$598K Buy
3,700
+1,242
+51% +$235K 0.21% 71
2022
Q2 		$449K Buy
2,458
+217
+10% +$39.6K 0.16% 82
2022
Q1 		$481K Buy
2,241
+5
+0.2% +$1.06K 0.14% 83
2021
Q4 		$479K Buy
+2,236
New +$455K 0.16% 78

Other funds holding UPS

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 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
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Thrive Wealth Management's UPS Position: Q3 2026 in Review

Thrive Wealth Management increased its United Parcel Service (UPS) stake by 1.1% in Q3 2026, buying an estimated $3.78K and bringing the position to 3,335 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #189.

Thrive Wealth Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $886K in Q1 2023. 563 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Thrive Wealth Management held 3,335 shares of United Parcel Service worth $312K as of Q3 2026.
  • Thrive Wealth Management bought 36 United Parcel Service shares in Q3 2026, an estimated $3.78K.
  • United Parcel Service made up 0.04% of Thrive Wealth Management's portfolio in Q3 2026, its #189 holding.
  • Thrive Wealth Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's United Parcel Service position peaked at $886K in Q1 2023.
  • 563 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.