Weaver Consulting Group
UPS icon

Weaver Consulting Group’s United Parcel Service UPS Stock Holding History

Weaver Consulting 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 		$256K Sell
2,743
-545
-17% -$57.2K 0.05% 265
2026
Q2 		$353K Buy
3,288
+328
+11% +$34.1K 0.07% 201
2026
Q1 		$291K Buy
2,960
+96
+3% +$10.3K 0.07% 207
2025
Q4 		$284K Sell
2,864
-92
-3% -$8.6K 0.07% 207
2025
Q3 		$247K Sell
2,956
-136
-4% -$12.3K 0.06% 225
2025
Q2 		$312K Buy
3,092
+3
+0.1% +$295 0.09% 169
2025
Q1 		$340K Buy
3,089
+36
+1% +$4.3K 0.1% 151
2024
Q4 		$385K Hold
3,053
– – 0.12% 135
2024
Q3 		$416K Buy
3,053
+89
+3% +$11.7K 0.13% 126
2024
Q2 		$406K Sell
2,964
-5
-0.2% -$716 0.14% 125
2024
Q1 		$441K Sell
2,969
-7
-0.2% -$1.06K 0.16% 115
2023
Q4 		$468K Buy
2,976
+1
+0% +$151 0.19% 96
2023
Q3 		$464K Buy
2,975
+6
+0.2% +$1.04K 0.21% 86
2023
Q2 		$532K Sell
2,969
-58
-2% -$10.3K 0.23% 76
2023
Q1 		$587K Sell
3,027
-3
-0.1% -$550 0.27% 69
2022
Q4 		$527K Hold
3,030
– – 0.27% 70
2022
Q3 		$489K Sell
3,030
-1
-0% -$189 0.28% 68
2022
Q2 		$553K Buy
3,031
+149
+5% +$27.2K 0.31% 62
2022
Q1 		$618K Hold
2,882
– – 0.3% 61
2021
Q4 		$618K Buy
2,882
+129
+5% +$26.2K 0.3% 61
2021
Q3 		$501K Buy
2,753
+12
+0.4% +$2.37K 0.27% 67
2021
Q2 		$570K Buy
2,741
+227
+9% +$45.4K 0.32% 54
2021
Q1 		$427K Sell
2,514
-440
-15% -$71.2K 0.26% 77
2020
Q4 		$497K Buy
2,954
+1,984
+205% +$335K 0.31% 65
2020
Q3 		$162K Sell
970
-1,622
-63% -$236K 0.09% 141
2020
Q2 		$288K Buy
2,592
+2,050
+378% +$205K 0.17% 85
2020
Q1 		$51K Buy
542
+372
+219% +$38.5K 0.03% 224
2019
Q4 		$20K Hold
170
– – 0.01% 368
2019
Q3 		$20K Hold
170
– – 0.01% 350
2019
Q2 		$18K Sell
170
-2,030
-92% -$211K 0.01% 356
2019
Q1 		$220K Buy
+2,200
New +$233K 0.06% 207

Other funds holding UPS

Wealth Enhancement Advisory Services
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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

Weaver Consulting Group's UPS Position: Q3 2026 in Review

Weaver Consulting Group reduced its United Parcel Service (UPS) stake by 17% in Q3 2026, selling an estimated $57.2K and leaving 2,743 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #265.

Weaver Consulting Group first reported a position in UPS in Q1 2019 and has held it in 31 quarters since. The position peaked at $618K in Q1 2022. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Weaver Consulting Group held 2,743 shares of United Parcel Service worth $256K as of Q3 2026.
  • Weaver Consulting Group sold 545 United Parcel Service shares in Q3 2026, an estimated $57.2K.
  • United Parcel Service made up 0.05% of Weaver Consulting Group's portfolio in Q3 2026, its #265 holding.
  • Weaver Consulting Group first reported a position in United Parcel Service in Q1 2019 and has held it in 31 quarters since.
  • Weaver Consulting Group's United Parcel Service position peaked at $618K in Q1 2022.
  • 612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.