Westhampton Capital’s United Parcel Service UPS Stock Holding History

Westhampton 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	$425K	Hold	4,545	–	–	0.19%	88
2026 Q2	$489K	Buy	+4,545	New	+$472K	0.2%	87
2025 Q2	–	Sell	-2,070	Closed	-$228K	–	120
2025 Q1	$228K	Hold	2,070	–	–	0.12%	109
2024 Q4	$261K	Sell	2,070 -285	-12%	-$37.5K	0.13%	109
2024 Q3	$321K	Hold	2,355	–	–	0.16%	103
2024 Q2	$322K	Hold	2,355	–	–	0.17%	97
2024 Q1	$350K	Sell	2,355 -320	-12%	-$48.6K	0.19%	97
2023 Q4	$421K	Sell	2,675 -50	-2%	-$7.56K	0.25%	89
2023 Q3	$425K	Buy	2,725 +135	+5%	+$23.3K	0.27%	88
2023 Q2	$464K	Sell	2,590 -20	-0.8%	-$3.55K	0.3%	80
2023 Q1	$506K	Hold	2,610	–	–	0.33%	84
2022 Q4	$454K	Sell	2,610 -15	-0.6%	-$2.6K	0.31%	83
2022 Q3	$424K	Sell	2,625 -275	-9%	-$52.1K	0.32%	84
2022 Q2	$529K	Hold	2,900	–	–	0.37%	76
2022 Q1	$622K	Buy	2,900 +55	+2%	+$11.7K	0.4%	74
2021 Q4	$610K	Hold	2,845	–	–	0.37%	75
2021 Q3	$518K	Buy	2,845 +1,120	+65%	+$221K	0.35%	79
2021 Q2	$359K	Hold	1,725	–	–	0.23%	95
2021 Q1	$293K	Buy	+1,725	New	+$279K	0.2%	100

Other funds holding UPS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return

Westhampton Capital's UPS Position: Q3 2026 in Review

Westhampton Capital held its United Parcel Service (UPS) position steady in Q3 2026 at 4,545 shares worth $425K. The position accounts for 0.19% of the portfolio, ranked #88.

Westhampton Capital first reported a position in UPS in Q1 2021 and has held it in 19 quarters since. The position peaked at $622K in Q1 2022. 1,146 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Westhampton Capital held 4,545 shares of United Parcel Service worth $425K as of Q3 2026.
Westhampton Capital left its United Parcel Service share count unchanged in Q3 2026.
United Parcel Service made up 0.19% of Westhampton Capital's portfolio in Q3 2026, its #88 holding.
Westhampton Capital first reported a position in United Parcel Service in Q1 2021 and has held it in 19 quarters since.
Westhampton Capital's United Parcel Service position peaked at $622K in Q1 2022.
1,146 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.