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Advance Capital Management’s United Parcel Service UPS Stock Holding History

Advance Capital Management’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
Q2 		$1.46M Buy
13,621
+6,764
+99% +$703K 0.05% 59
2026
Q1 		$675K Buy
6,857
+68
+1% +$7.29K 0.03% 90
2025
Q4 		$673K Sell
6,789
-725
-10% -$67.8K 0.03% 92
2025
Q3 		$628K Sell
7,514
-48
-0.6% -$4.35K 0.03% 95
2025
Q2 		$763K Sell
7,562
-803
-10% -$79K 0.03% 79
2025
Q1 		$920K Buy
8,365
+36
+0.4% +$4.3K 0.04% 61
2024
Q4 		$1.05M Sell
8,329
-399
-5% -$52.5K 0.05% 48
2024
Q3 		$1.19M Buy
8,728
+238
+3% +$31.2K 0.05% 45
2024
Q2 		$1.16M Hold
8,490
– – 0.06% 43
2024
Q1 		$1.26M Sell
8,490
-340
-4% -$51.7K 0.09% 40
2023
Q4 		$1.39M Buy
8,830
+6
+0.1% +$907 0.11% 26
2023
Q3 		$1.38M Sell
8,824
-847
-9% -$146K 0.13% 25
2023
Q2 		$1.73M Sell
9,671
-200
-2% -$35.5K 0.2% 24
2023
Q1 		$1.91M Hold
9,871
– – 0.34% 22
2022
Q4 		$1.72M Sell
9,871
-169
-2% -$29.3K 0.23% 21
2022
Q3 		$1.62M Sell
10,040
-77
-0.8% -$14.6K 0.2% 20
2022
Q2 		$1.85M Sell
10,117
-4
-0% -$730 0.22% 17
2022
Q1 		$2.17M Hold
10,121
– – 0.26% 15
2021
Q4 		$2.17M Buy
+10,121
New +$2.06M 0.44% 13

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advance Capital Management's UPS Position: Q2 2026 in Review

Advance Capital Management increased its United Parcel Service (UPS) stake by 99% in Q2 2026, buying an estimated $703K and bringing the position to 13,621 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #59.

Advance Capital Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.17M in Q1 2022. 2,143 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Advance Capital Management held 13,621 shares of United Parcel Service worth $1.46M as of Q2 2026.
  • Advance Capital Management bought 6,764 United Parcel Service shares in Q2 2026, an estimated $703K.
  • United Parcel Service made up 0.05% of Advance Capital Management's portfolio in Q2 2026, its #59 holding.
  • Advance Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Advance Capital Management's United Parcel Service position peaked at $2.17M in Q1 2022.
  • 2,143 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.