Wealth Effects’s United Parcel Service UPS Stock Holding History

Wealth Effects’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	$236K	Buy	+2,530	New	+$266K	0.06%	213
2024 Q1	–	Sell	-1,300	Closed	-$204K	–	235
2023 Q4	$204K	Sell	1,300 -58	-4%	-$8.77K	0.08%	206
2023 Q3	$212K	Buy	1,358 +30	+2%	+$5.18K	0.1%	162
2023 Q2	$238K	Buy	1,328 +30	+2%	+$5.33K	0.1%	155
2023 Q1	$252K	Hold	1,298	–	–	0.13%	152
2022 Q4	$226K	Sell	1,298 -69	-5%	-$11.9K	0.13%	158
2022 Q3	$221K	Sell	1,367 -60	-4%	-$11.4K	0.14%	152
2022 Q2	$261K	Sell	1,427 -195	-12%	-$35.6K	0.16%	138
2022 Q1	$348K	Buy	1,622 +133	+9%	+$28.3K	0.16%	128
2021 Q4	$319K	Buy	+1,489	New	+$303K	0.13%	140

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Effects's UPS Position: Q3 2026 in Review

Wealth Effects opened a new position in United Parcel Service (UPS) in Q3 2026: 2,530 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #213 among its holdings. This is a return to the name: Wealth Effects previously reported a position in UPS as recently as Q4 2023.

Wealth Effects first reported a position in UPS in Q4 2021 and has held it in 10 quarters since. The position peaked at $348K in Q1 2022. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Wealth Effects held 2,530 shares of United Parcel Service worth $236K as of Q3 2026.
United Parcel Service was a new Wealth Effects position in Q3 2026.
United Parcel Service made up 0.06% of Wealth Effects's portfolio in Q3 2026, its #213 holding.
Wealth Effects first reported a position in United Parcel Service in Q4 2021 and has held it in 10 quarters since.
Wealth Effects's United Parcel Service position peaked at $348K in Q1 2022.
612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Wealth Effects's 13F filing for Q3 2026, filed 23 Oct 2026.