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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advance Capital Management's UPS Position: Q1 2026 in Review

Advance Capital Management increased its United Parcel Service (UPS) stake by 1% in Q1 2026, buying an estimated $7.29K and bringing the position to 6,857 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #90.

Advance Capital Management first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.17M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Advance Capital Management held 6,857 shares of United Parcel Service worth $675K as of Q1 2026.
  • Advance Capital Management bought 68 United Parcel Service shares in Q1 2026, an estimated $7.29K.
  • United Parcel Service made up 0.03% of Advance Capital Management's portfolio in Q1 2026, its #90 holding.
  • Advance Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's United Parcel Service position peaked at $2.17M in Q1 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.