James T. Borello RIA’s United Parcel Service UPS Stock Holding History

James T. Borello RIA’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	$12K	Buy	128 +2	+2%	+$210	﹤0.01%	554
2026 Q2	$13.5K	Sell	126 -21	-14%	-$2.18K	﹤0.01%	509
2026 Q1	$14.5K	Buy	147 +22	+18%	+$2.36K	﹤0.01%	451
2025 Q4	$12.4K	Buy	125 +98	+363%	+$9.17K	﹤0.01%	358
2025 Q3	$2.26K	Buy	+27	New	+$2.45K	﹤0.01%	706
2025 Q1	–	Sell	-20	Closed	-$2.52K	–	231
2024 Q4	$2.52K	Buy	+20	New	+$2.63K	﹤0.01%	170

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

James T. Borello RIA's UPS Position: Q3 2026 in Review

James T. Borello RIA increased its United Parcel Service (UPS) stake by 1.6% in Q3 2026, buying an estimated $210 and bringing the position to 128 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

James T. Borello RIA first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.5K in Q1 2026. 563 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

James T. Borello RIA held 128 shares of United Parcel Service worth $12K as of Q3 2026.
James T. Borello RIA bought 2 United Parcel Service shares in Q3 2026, an estimated $210.
United Parcel Service made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #554 holding.
James T. Borello RIA first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
James T. Borello RIA's United Parcel Service position peaked at $14.5K in Q1 2026.
563 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.