Apella Capital
UPS icon

Apella Capital’s United Parcel Service UPS Stock Holding History

Apella Capital’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 		$260K Buy
2,820
+943
+50% +$99K ﹤0.01% 667
2026
Q2 		$210K Buy
+1,877
New +$195K ﹤0.01% 660

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 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

Apella Capital's UPS Position: Q3 2026 in Review

Apella Capital increased its United Parcel Service (UPS) stake by 50% in Q3 2026, buying an estimated $99K and bringing the position to 2,820 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Apella Capital first reported a position in UPS in Q2 2026 and has held it in 2 quarters since. 1,244 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Apella Capital held 2,820 shares of United Parcel Service worth $260K as of Q3 2026.
  • Apella Capital bought 943 United Parcel Service shares in Q3 2026, an estimated $99K.
  • United Parcel Service made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #667 holding.
  • Apella Capital first reported a position in United Parcel Service in Q2 2026 and has held it in 2 quarters since.
  • 1,244 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.