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
2024
Q1 		– Sell
-2,000
Closed -$314K – 578
2023
Q4 		$314K Buy
+2,000
New +$302K 0.02% 426

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.