American Capital Advisory’s United Parcel Service UPS Stock Holding History

American Capital Advisory’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	$114K	Buy	1,056 +32	+3%	+$3.33K	0.04%	141
2026 Q1	$101K	Buy	1,024 +203	+25%	+$21.8K	0.04%	147
2025 Q4	$81.4K	Buy	821 +1	+0.1%	+$94	0.04%	159
2025 Q3	$68.5K	Buy	820 +14	+2%	+$1.27K	0.03%	164
2025 Q2	$81.4K	Hold	806	–	–	0.04%	140
2025 Q1	$88.7K	Buy	806 +32	+4%	+$3.83K	0.05%	128
2024 Q4	$97.6K	Hold	774	–	–	0.05%	127
2024 Q3	$106K	Hold	774	–	–	0.06%	125
2024 Q2	$122K	Hold	774	–	–	0.09%	106
2024 Q1	$150K	Hold	774	–	–	0.13%	95
2023 Q4	$122K	Buy	+774	New	+$117K	0.09%	106

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

American Capital Advisory's UPS Position: Q2 2026 in Review

American Capital Advisory increased its United Parcel Service (UPS) stake by 3.1% in Q2 2026, buying an estimated $3.33K and bringing the position to 1,056 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #141.

American Capital Advisory first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $150K in Q1 2024. 878 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

American Capital Advisory held 1,056 shares of United Parcel Service worth $114K as of Q2 2026.
American Capital Advisory bought 32 United Parcel Service shares in Q2 2026, an estimated $3.33K.
United Parcel Service made up 0.04% of American Capital Advisory's portfolio in Q2 2026, its #141 holding.
American Capital Advisory first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
American Capital Advisory's United Parcel Service position peaked at $150K in Q1 2024.
878 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.