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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
Q2 		$210K Buy
+1,877
New +$195K ﹤0.01% 660

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Apella Capital's UPS Position: Q2 2026 in Review

Apella Capital opened a new position in United Parcel Service (UPS) in Q2 2026: 1,877 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings.

369 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Apella Capital held 1,877 shares of United Parcel Service worth $210K as of Q2 2026.
  • United Parcel Service was a new Apella Capital position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #660 holding.
  • 369 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.