World Equity Group
UPS icon

World Equity Group’s United Parcel Service UPS Stock Holding History

World Equity 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 		$274K Sell
2,931
-944
-24% -$99.1K 0.11% 189
2026
Q2 		$416K Buy
3,875
+221
+6% +$23K 0.09% 251
2026
Q1 		$359K Buy
3,654
+1,126
+45% +$121K 0.09% 257
2025
Q4 		$251K Buy
2,528
+5
+0.2% +$468 0.07% 294
2025
Q3 		$211K Sell
2,523
-293
-10% -$26.5K 0.05% 330
2025
Q2 		$284K Buy
2,816
+6
+0.2% +$590 0.08% 258
2025
Q1 		$331K Sell
2,810
-2,252
-44% -$269K 0.09% 211
2024
Q4 		$638K Buy
5,062
+2,367
+88% +$312K 0.14% 157
2024
Q3 		$368K Sell
2,695
-461
-15% -$60.5K 0.13% 155
2024
Q2 		$432K Sell
3,156
-3,140
-50% -$450K 0.13% 171
2024
Q1 		$936K Buy
6,296
+2,352
+60% +$358K 0.19% 130
2023
Q4 		$620K Sell
3,944
-1,134
-22% -$171K 0.12% 169
2023
Q3 		$759K Buy
5,078
+2,566
+102% +$443K 0.16% 148
2023
Q2 		$450K Sell
2,512
-18,857
-88% -$3.35M 0.13% 195
2023
Q1 		$1.12M Buy
21,369
+17,568
+462% +$3.22M 0.17% 151
2022
Q4 		$661K Buy
3,801
+161
+4% +$27.9K 0.16% 150
2022
Q3 		$588K Buy
3,640
+98
+3% +$18.6K 0.15% 145
2022
Q2 		$646K Buy
3,542
+189
+6% +$34.5K 0.16% 150
2022
Q1 		$719K Buy
+3,353
New +$712K 0.16% 161

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

World Equity Group's UPS Position: Q3 2026 in Review

World Equity Group reduced its United Parcel Service (UPS) stake by 24% in Q3 2026, selling an estimated $99.1K and leaving 2,931 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #189.

World Equity Group first reported a position in UPS in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.12M in Q1 2023. 563 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • World Equity Group held 2,931 shares of United Parcel Service worth $274K as of Q3 2026.
  • World Equity Group sold 944 United Parcel Service shares in Q3 2026, an estimated $99.1K.
  • United Parcel Service made up 0.11% of World Equity Group's portfolio in Q3 2026, its #189 holding.
  • World Equity Group first reported a position in United Parcel Service in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's United Parcel Service position peaked at $1.12M in Q1 2023.
  • 563 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.