VVP
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Venture Visionary Partners’s United Parcel Service UPS Stock Holding History

Venture Visionary Partners’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 		$5.77M Buy
61,720
+5,723
+10% +$601K 0.15% 144
2026
Q2 		$6.02M Buy
55,997
+10,006
+22% +$1.04M 0.17% 137
2026
Q1 		$4.52M Buy
45,991
+7,377
+19% +$791K 0.15% 144
2025
Q4 		$3.83M Buy
38,614
+1,395
+4% +$130K 0.12% 151
2025
Q3 		$3.11M Sell
37,219
-11,230
-23% -$1.02M 0.11% 165
2025
Q2 		$4.89M Buy
48,449
+23,935
+98% +$2.35M 0.18% 122
2025
Q1 		$2.7M Buy
24,514
+11,189
+84% +$1.34M 0.11% 164
2024
Q4 		$1.68M Sell
13,325
-9,778
-42% -$1.29M 0.07% 213
2024
Q3 		$3.15M Sell
23,103
-1,084
-4% -$142K 0.14% 148
2024
Q2 		$3.31M Sell
24,187
-16,679
-41% -$2.39M 0.15% 141
2024
Q1 		$6.07M Sell
40,866
-6,181
-13% -$940K 0.29% 89
2023
Q4 		$7.4M Buy
47,047
+10,571
+29% +$1.6M 0.39% 70
2023
Q3 		$5.69M Buy
36,476
+3,469
+11% +$599K 0.34% 81
2023
Q2 		$5.92M Buy
33,007
+3,546
+12% +$630K 0.35% 80
2023
Q1 		$5.72M Buy
29,461
+5,662
+24% +$1.04M 0.36% 77
2022
Q4 		$4.14M Buy
23,799
+3,346
+16% +$579K 0.3% 85
2022
Q3 		$3.3M Buy
20,453
+2,008
+11% +$380K 0.27% 89
2022
Q2 		$3.37M Buy
18,445
+3,017
+20% +$550K 0.26% 87
2022
Q1 		$3.31M Buy
15,428
+1,855
+14% +$394K 0.22% 98
2021
Q4 		$2.94M Buy
13,573
+863
+7% +$176K 0.19% 108
2021
Q3 		$2.33M Buy
12,710
+720
+6% +$142K 0.17% 122
2021
Q2 		$2.5M Buy
11,990
+3,728
+45% +$746K 0.2% 109
2021
Q1 		$1.4M Buy
8,262
+2,119
+34% +$343K 0.12% 157
2020
Q4 		$1.03M Buy
6,143
+4,392
+251% +$741K 0.11% 146
2020
Q3 		$291K Buy
+1,751
New +$255K 0.07% 154
2020
Q2 		– Sell
-7,588
Closed -$708K – 189
2020
Q1 		$708K Buy
7,588
+309
+4% +$32K 0.27% 61
2019
Q4 		$852K Buy
+7,279
New +$862K 0.26% 60

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
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
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Venture Visionary Partners's UPS Position: Q3 2026 in Review

Venture Visionary Partners increased its United Parcel Service (UPS) stake by 10% in Q3 2026, buying an estimated $601K and bringing the position to 61,720 shares worth $5.77M. The position accounts for 0.15% of the portfolio, ranked #144.

Venture Visionary Partners first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.4M in Q4 2023. 79 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Venture Visionary Partners held 61,720 shares of United Parcel Service worth $5.77M as of Q3 2026.
  • Venture Visionary Partners bought 5,723 United Parcel Service shares in Q3 2026, an estimated $601K.
  • United Parcel Service made up 0.15% of Venture Visionary Partners's portfolio in Q3 2026, its #144 holding.
  • Venture Visionary Partners first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Venture Visionary Partners's United Parcel Service position peaked at $7.4M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.