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Toth Financial Advisory’s United Parcel Service UPS Stock Holding History

Toth Financial Advisory’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 		– Hold
0
– -$49.2K – 1015
2026
Q1 		– Hold
0
– – – 363
2025
Q4 		– Hold
0
– – – 265
2025
Q3 		– Hold
0
– – – 282

Other funds holding UPS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Toth Financial Advisory's UPS Position: Q3 2026 in Review

Toth Financial Advisory increased its United Parcel Service (UPS) stake by 6.2% in Q3 2026, buying an estimated $5.04K and bringing the position to 819 shares worth $76.5K. The position accounts for 0.01% of the portfolio, ranked #331.

Toth Financial Advisory first reported a position in UPS in Q4 2017 and has held it in 36 quarters since. The position peaked at $315K in Q3 2019. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Toth Financial Advisory held 819 shares of United Parcel Service worth $76.5K as of Q3 2026.
  • Toth Financial Advisory bought 48 United Parcel Service shares in Q3 2026, an estimated $5.04K.
  • United Parcel Service made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #331 holding.
  • Toth Financial Advisory first reported a position in United Parcel Service in Q4 2017 and has held it in 36 quarters since.
  • Toth Financial Advisory's United Parcel Service position peaked at $315K in Q3 2019.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.