VAG
UPS icon

VisionPoint Advisory Group’s United Parcel Service UPS Stock Holding History

VisionPoint Advisory Group’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 		$213K Sell
2,280
-287
-11% -$30.1K 0.03% 431
2026
Q2 		$276K Sell
2,567
-4,067
-61% -$423K 0.05% 378
2026
Q1 		$653K Buy
6,634
+11
+0.2% +$1.18K 0.12% 189
2025
Q4 		$657K Sell
6,623
-71
-1% -$6.64K 0.13% 178
2025
Q3 		$559K Sell
6,694
-218
-3% -$19.7K 0.11% 186
2025
Q2 		$698K Buy
6,912
+2,132
+45% +$210K 0.15% 148
2025
Q1 		$526K Buy
4,780
+737
+18% +$88.1K 0.18% 109
2024
Q4 		$501K Sell
4,043
-676
-14% -$89K 0.17% 111
2024
Q3 		$643K Buy
4,719
+4,521
+2,283% +$594K 0.22% 100
2024
Q2 		$27.1K Sell
198
-69
-26% -$9.88K 0.01% 354
2024
Q1 		$39.7K Buy
267
+15
+6% +$2.28K 0.01% 296
2023
Q4 		$39.6K Buy
252
+13
+5% +$1.97K 0.01% 275
2023
Q3 		$37.3K Buy
239
+98
+70% +$16.9K 0.02% 271
2023
Q2 		$25.3K Buy
+141
New +$25K 0.01% 266

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

VisionPoint Advisory Group's UPS Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its United Parcel Service (UPS) stake by 11% in Q3 2026, selling an estimated $30.1K and leaving 2,280 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #431.

VisionPoint Advisory Group first reported a position in UPS in Q2 2023 and has held it in 14 quarters since. The position peaked at $698K in Q2 2025. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • VisionPoint Advisory Group held 2,280 shares of United Parcel Service worth $213K as of Q3 2026.
  • VisionPoint Advisory Group sold 287 United Parcel Service shares in Q3 2026, an estimated $30.1K.
  • United Parcel Service made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #431 holding.
  • VisionPoint Advisory Group first reported a position in United Parcel Service in Q2 2023 and has held it in 14 quarters since.
  • VisionPoint Advisory Group's United Parcel Service position peaked at $698K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.