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Aptus Capital Advisors’s United Parcel Service UPS Stock Holding History

Aptus Capital Advisors’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 		$1.46M Sell
13,598
-379
-3% -$39.4K 0.01% 555
2026
Q1 		$1.38M Sell
13,977
-1,909
-12% -$205K 0.01% 534
2025
Q4 		$1.58M Buy
15,886
+1,342
+9% +$126K 0.01% 494
2025
Q3 		$1.21M Sell
14,544
-4,284
-23% -$388K 0.01% 519
2025
Q2 		$1.9M Buy
18,828
+5,522
+42% +$543K 0.02% 435
2025
Q1 		$1.46M Sell
13,306
-411
-3% -$49.1K 0.02% 446
2024
Q4 		$1.73M Buy
13,717
+3,588
+35% +$472K 0.02% 420
2024
Q3 		$1.38M Buy
10,129
+620
+7% +$81.4K 0.02% 361
2024
Q2 		$1.3M Buy
9,509
+648
+7% +$92.8K 0.02% 349
2024
Q1 		$1.32M Buy
8,861
+1,825
+26% +$277K 0.02% 355
2023
Q4 		$1.11M Sell
7,036
-1,397
-17% -$211K 0.03% 278
2023
Q3 		$1.31M Buy
8,433
+2,841
+51% +$490K 0.04% 275
2023
Q2 		$1M Buy
5,592
+1,289
+30% +$229K 0.02% 270
2023
Q1 		$835K Sell
4,303
-9,280
-68% -$1.7M 0.02% 281
2022
Q4 		$2.36M Sell
13,583
-14,589
-52% -$2.53M 0.07% 197
2022
Q3 		$4.55M Buy
28,172
+3,331
+13% +$631K 0.11% 114
2022
Q2 		$4.53M Buy
24,841
+21,925
+752% +$4M 0.12% 110
2022
Q1 		$625K Buy
2,916
+1,414
+94% +$300K 0.02% 284
2021
Q4 		$322K Sell
1,502
-249
-14% -$50.6K 0.01% 306
2021
Q3 		$319K Buy
1,751
+91
+5% +$18K 0.01% 311
2021
Q2 		$345K Sell
1,660
-35
-2% -$7K 0.01% 305
2021
Q1 		$288K Sell
1,695
-42
-2% -$6.79K 0.01% 301
2020
Q4 		$292K Buy
+1,737
New +$293K 0.01% 271
2020
Q2 		– Sell
-20,165
Closed -$1.88M – 466
2020
Q1 		$1.88M Sell
20,165
-8,635
-30% -$895K 0.16% 108
2019
Q4 		$3.37M Buy
28,800
+4,102
+17% +$486K 0.24% 75
2019
Q3 		$2.96M Buy
+24,698
New +$2.82M 0.17% 60

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aptus Capital Advisors's UPS Position: Q2 2026 in Review

Aptus Capital Advisors reduced its United Parcel Service (UPS) stake by 2.7% in Q2 2026, selling an estimated $39.4K and leaving 13,598 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #555.

Aptus Capital Advisors first reported a position in UPS in Q3 2019 and has held it in 26 quarters since. The position peaked at $4.55M in Q3 2022. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Aptus Capital Advisors held 13,598 shares of United Parcel Service worth $1.46M as of Q2 2026.
  • Aptus Capital Advisors sold 379 United Parcel Service shares in Q2 2026, an estimated $39.4K.
  • United Parcel Service made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #555 holding.
  • Aptus Capital Advisors first reported a position in United Parcel Service in Q3 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's United Parcel Service position peaked at $4.55M in Q3 2022.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.