Vaughan & Co Securities
UPS icon

Vaughan & Co Securities’s United Parcel Service UPS Stock Holding History

Vaughan & Co Securities’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 		$739K Sell
7,907
-47
-0.6% -$4.94K 0.35% 26
2026
Q2 		$855K Sell
7,954
-434
-5% -$45.1K 0.4% 22
2026
Q1 		$825K Sell
8,388
-465
-5% -$49.9K 0.43% 24
2025
Q4 		$878K Sell
8,853
-654
-7% -$61.2K 0.45% 20
2025
Q3 		$794K Buy
9,507
+4,346
+84% +$394K 0.42% 24
2025
Q2 		$521K Hold
5,161
– – 0.3% 44
2025
Q1 		$568K Buy
+5,161
New +$617K 0.35% 43
2020
Q2 		– Sell
-125
Closed -$11.7K – 143
2020
Q1 		$11.7K Hold
125
– – 0.01% 133
2019
Q4 		$14.6K Buy
+125
New +$14.8K 0.01% 135

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
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 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
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Vaughan & Co Securities's UPS Position: Q3 2026 in Review

Vaughan & Co Securities reduced its United Parcel Service (UPS) stake by 0.59% in Q3 2026, selling an estimated $4.94K and leaving 7,907 shares worth $739K. The position accounts for 0.35% of the portfolio, ranked #26.

Vaughan & Co Securities first reported a position in UPS in Q4 2019 and has held it in 9 quarters since. The position peaked at $878K in Q4 2025. 781 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Vaughan & Co Securities held 7,907 shares of United Parcel Service worth $739K as of Q3 2026.
  • Vaughan & Co Securities sold 47 United Parcel Service shares in Q3 2026, an estimated $4.94K.
  • United Parcel Service made up 0.35% of Vaughan & Co Securities's portfolio in Q3 2026, its #26 holding.
  • Vaughan & Co Securities first reported a position in United Parcel Service in Q4 2019 and has held it in 9 quarters since.
  • Vaughan & Co Securities's United Parcel Service position peaked at $878K in Q4 2025.
  • 781 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

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