Wealth Advisory Solutions
UPS icon

Wealth Advisory Solutions’s United Parcel Service UPS Stock Holding History

Wealth Advisory Solutions’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 		$311K Sell
3,324
-42
-1% -$4.41K 0.06% 116
2026
Q2 		$362K Sell
3,366
-135
-4% -$14K 0.07% 110
2026
Q1 		$344K Sell
3,501
-238
-6% -$25.5K 0.08% 106
2025
Q4 		$371K Sell
3,739
-1,424
-28% -$133K 0.09% 104
2025
Q3 		$431K Buy
5,163
+118
+2% +$10.7K 0.1% 99
2025
Q2 		$509K Buy
5,045
+5
+0.1% +$492 0.13% 90
2025
Q1 		$554K Buy
5,040
+16
+0.3% +$1.91K 0.15% 84
2024
Q4 		$634K Sell
5,024
-435
-8% -$57.2K 0.18% 71
2024
Q3 		$744K Buy
5,459
+2,519
+86% +$331K 0.2% 69
2024
Q2 		$402K Buy
2,940
+446
+18% +$63.9K 0.11% 90
2024
Q1 		$371K Sell
2,494
-1,362
-35% -$207K 0.1% 96
2023
Q4 		$606K Sell
3,856
-3,948
-51% -$597K 0.21% 51
2023
Q3 		$1.22M Buy
+7,804
New +$1.35M 0.24% 64
2023
Q2 		– Sell
-3,920
Closed -$760K – 133
2023
Q1 		$760K Sell
3,920
-19,636
-83% -$3.6M 0.2% 78
2022
Q4 		$4.09M Buy
23,556
+759
+3% +$131K 1.1% 24
2022
Q3 		$3.68M Sell
22,797
-359
-2% -$68K 1.02% 28
2022
Q2 		$4.23M Buy
23,156
+19,136
+476% +$3.49M 1.04% 29
2022
Q1 		$862K Buy
+4,020
New +$854K 0.18% 86
2021
Q3 		$704K Sell
3,865
-9,778
-72% -$1.93M 0.16% 97
2021
Q2 		$2.84M Sell
13,643
-11,740
-46% -$2.35M 0.67% 47
2021
Q1 		$4M Sell
25,383
-41
-0.2% -$6.63K 0.83% 39
2020
Q4 		$4.28M Sell
25,424
-183
-0.7% -$30.9K 1.16% 31
2020
Q3 		$4.27M Sell
25,607
-22,347
-47% -$3.25M 1.13% 28
2020
Q2 		$5.33M Sell
47,954
-924
-2% -$92.2K 1.48% 17
2020
Q1 		$4.57M Buy
48,878
+12,768
+35% +$1.32M 1.55% 15
2019
Q4 		$4.23M Buy
+36,110
New +$4.27M 1.11% 25

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
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Advisory Solutions's UPS Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its United Parcel Service (UPS) stake by 1.2% in Q3 2026, selling an estimated $4.41K and leaving 3,324 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #116.

Wealth Advisory Solutions first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.33M in Q2 2020. 563 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Wealth Advisory Solutions held 3,324 shares of United Parcel Service worth $311K as of Q3 2026.
  • Wealth Advisory Solutions sold 42 United Parcel Service shares in Q3 2026, an estimated $4.41K.
  • United Parcel Service made up 0.06% of Wealth Advisory Solutions's portfolio in Q3 2026, its #116 holding.
  • Wealth Advisory Solutions first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's United Parcel Service position peaked at $5.33M in Q2 2020.
  • 563 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.