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Wedmont Private Capital’s United Parcel Service UPS Stock Holding History

Wedmont Private Capital’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 		$646K Buy
6,859
+4,015
+141% +$422K 0.02% 514
2026
Q2 		$320K Buy
2,844
+402
+16% +$41.8K 0.01% 712
2026
Q1 		$245K Buy
2,442
+209
+9% +$22.4K 0.01% 735
2025
Q4 		$235K Buy
+2,233
New +$209K 0.01% 724
2025
Q3 		– Sell
-3,825
Closed -$391K – 818
2025
Q2 		$391K Sell
3,825
-105
-3% -$10.3K 0.02% 493
2025
Q1 		$382K Buy
3,930
+797
+25% +$95.3K 0.02% 447
2024
Q4 		$386K Buy
3,133
+726
+30% +$95.5K 0.02% 463
2024
Q3 		$316K Buy
2,407
+338
+16% +$44.4K 0.02% 499
2024
Q2 		$294K Sell
2,069
-758
-27% -$109K 0.02% 500
2024
Q1 		$426K Buy
2,827
+265
+10% +$40.3K 0.03% 364
2023
Q4 		$410K Buy
2,562
+9
+0.4% +$1.36K 0.03% 357
2023
Q3 		$394K Sell
2,553
-1,147
-31% -$198K 0.04% 308
2023
Q2 		$685K Sell
3,700
-52
-1% -$9.23K 0.07% 183
2023
Q1 		$714K Buy
3,752
+651
+21% +$119K 0.09% 156
2022
Q4 		$555K Sell
3,101
-141
-4% -$24.4K 0.08% 186
2022
Q3 		$524K Sell
3,242
-211
-6% -$40K 0.11% 155
2022
Q2 		$630K Buy
3,453
+595
+21% +$109K 0.14% 119
2022
Q1 		$586K Buy
2,858
+889
+45% +$189K 0.13% 124
2021
Q4 		$414K Buy
+1,969
New +$400K 0.13% 130

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

Wedmont Private Capital's UPS Position: Q3 2026 in Review

Wedmont Private Capital increased its United Parcel Service (UPS) stake by 141% in Q3 2026, buying an estimated $422K and bringing the position to 6,859 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #514.

Wedmont Private Capital first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $714K in Q1 2023. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Wedmont Private Capital held 6,859 shares of United Parcel Service worth $646K as of Q3 2026.
  • Wedmont Private Capital bought 4,015 United Parcel Service shares in Q3 2026, an estimated $422K.
  • United Parcel Service made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #514 holding.
  • Wedmont Private Capital first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's United Parcel Service position peaked at $714K in Q1 2023.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.