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

Todd 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 		$1.05M Buy
11,246
+140
+1% +$14.7K 0.8% 32
2026
Q2 		$1.19M Sell
11,106
-40
-0.4% -$4.16K 0.9% 29
2026
Q1 		$1.1M Buy
11,146
+780
+8% +$83.6K 1% 27
2025
Q4 		$1.03M Buy
+10,366
New +$970K 0.93% 31

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Cove Private Wealth
Cove Private Wealth Oyster Bay Cove, New York $570M AUM 26.07% 1-Year Est. Return

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

Todd Wealth Management increased its United Parcel Service (UPS) stake by 1.3% in Q3 2026, buying an estimated $14.7K and bringing the position to 11,246 shares worth $1.05M. The position accounts for 0.8% of the portfolio, ranked #32.

Todd Wealth Management first reported a position in UPS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2026. 817 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Todd Wealth Management held 11,246 shares of United Parcel Service worth $1.05M as of Q3 2026.
  • Todd Wealth Management bought 140 United Parcel Service shares in Q3 2026, an estimated $14.7K.
  • United Parcel Service made up 0.8% of Todd Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Todd Wealth Management first reported a position in United Parcel Service in Q4 2025 and has held it in 4 quarters since.
  • Todd Wealth Management's United Parcel Service position peaked at $1.19M in Q2 2026.
  • 817 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Todd Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.