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Vista Investment Partners’s United Parcel Service UPS Stock Holding History

Vista Investment 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 		$337K Sell
3,606
-73
-2% -$7.66K 0.09% 132
2026
Q2 		$395K Buy
3,679
+3
+0.1% +$312 0.1% 129
2026
Q1 		$362K Hold
3,676
– – 0.1% 131
2025
Q4 		$365K Hold
3,676
– – 0.1% 131
2025
Q3 		$307K Hold
3,676
– – 0.09% 132
2025
Q2 		$371K Buy
3,676
+545
+17% +$53.6K 0.11% 117
2025
Q1 		$344K Sell
3,131
-141
-4% -$16.9K 0.11% 130
2024
Q4 		$413K Hold
3,272
– – 0.13% 117
2024
Q3 		$446K Buy
3,272
+4
+0.1% +$525 0.14% 112
2024
Q2 		$447K Sell
3,268
-7,898
-71% -$1.13M 0.15% 108
2024
Q1 		$1.66M Buy
11,166
+7,802
+232% +$1.19M 0.56% 56
2023
Q4 		$529K Buy
+3,364
New +$509K 0.19% 94

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

Vista Investment Partners's UPS Position: Q3 2026 in Review

Vista Investment Partners reduced its United Parcel Service (UPS) stake by 2% in Q3 2026, selling an estimated $7.66K and leaving 3,606 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #132.

Vista Investment Partners first reported a position in UPS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.66M in Q1 2024. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Vista Investment Partners held 3,606 shares of United Parcel Service worth $337K as of Q3 2026.
  • Vista Investment Partners sold 73 United Parcel Service shares in Q3 2026, an estimated $7.66K.
  • United Parcel Service made up 0.09% of Vista Investment Partners's portfolio in Q3 2026, its #132 holding.
  • Vista Investment Partners first reported a position in United Parcel Service in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's United Parcel Service position peaked at $1.66M in Q1 2024.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.