Altrius Capital Management
UPS icon

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

Altrius 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
Q3 		$5.66M Buy
60,554
+3,772
+7% +$396K 1.01% 60
2026
Q2 		$6.1M Buy
56,782
+1,528
+3% +$159K 1.16% 43
2026
Q1 		$5.44M Sell
55,254
-1,269
-2% -$136K 1.08% 53
2025
Q4 		$5.61M Buy
56,523
+776
+1% +$72.6K 1.19% 36
2025
Q3 		$4.66M Buy
55,747
+12,090
+28% +$1.1M 1.06% 59
2025
Q2 		$4.41M Buy
+43,657
New +$4.3M 1.03% 55

Other funds holding UPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Altrius Capital Management's UPS Position: Q3 2026 in Review

Altrius Capital Management increased its United Parcel Service (UPS) stake by 6.6% in Q3 2026, buying an estimated $396K and bringing the position to 60,554 shares worth $5.66M. The position accounts for 1.01% of the portfolio, ranked #60.

Altrius Capital Management first reported a position in UPS in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.1M in Q2 2026. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Altrius Capital Management held 60,554 shares of United Parcel Service worth $5.66M as of Q3 2026.
  • Altrius Capital Management bought 3,772 United Parcel Service shares in Q3 2026, an estimated $396K.
  • United Parcel Service made up 1.01% of Altrius Capital Management's portfolio in Q3 2026, its #60 holding.
  • Altrius Capital Management first reported a position in United Parcel Service in Q2 2025 and has held it in 6 quarters since.
  • Altrius Capital Management's United Parcel Service position peaked at $6.1M in Q2 2026.
  • 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Altrius Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.