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

Atlas 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	$268K	Buy	2,494 +2,463	+7,945%	+$256K	0.03%	404
2026 Q1	$3.05K	Hold	31	–	–	﹤0.01%	862
2025 Q4	$3.07K	Buy	+31	New	+$2.9K	﹤0.01%	831
2025 Q2	$3.13K	Hold	31	–	–	﹤0.01%	844
2025 Q1	$3.41K	Hold	31	–	–	﹤0.01%	877
2024 Q4	$3.91K	Hold	31	–	–	﹤0.01%	838
2024 Q3	$4.23K	Hold	31	–	–	﹤0.01%	790
2024 Q2	$4.24K	Hold	31	–	–	﹤0.01%	789
2024 Q1	$4.61K	Hold	31	–	–	﹤0.01%	769
2023 Q4	$4.87K	Hold	31	–	–	﹤0.01%	793
2023 Q3	$4.83K	Hold	31	–	–	﹤0.01%	766
2023 Q2	$5.56K	Sell	31 -493	-94%	-$87.5K	﹤0.01%	778
2023 Q1	$102K	Hold	524	–	–	0.02%	462
2022 Q4	$91.1K	Hold	524	–	–	0.02%	457
2022 Q3	$84.6K	Sell	524 -100	-16%	-$18.9K	0.02%	470
2022 Q2	$114K	Buy	624 +25	+4%	+$4.56K	0.02%	442
2022 Q1	$128K	Buy	599 +79	+15%	+$16.8K	0.02%	434
2021 Q4	$111K	Sell	520 -22	-4%	-$4.47K	0.02%	436
2021 Q3	$98.7K	Sell	542 -89	-14%	-$17.6K	0.02%	442
2021 Q2	$131K	Buy	631 +31	+5%	+$6.2K	0.02%	417
2021 Q1	$102K	Buy	+600	New	+$97.1K	0.02%	419

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Atlas Capital Advisors increased its United Parcel Service (UPS) stake by 7,945% in Q2 2026, buying an estimated $256K and bringing the position to 2,494 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #404.

Atlas Capital Advisors first reported a position in UPS in Q1 2021 and has held it in 21 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Atlas Capital Advisors held 2,494 shares of United Parcel Service worth $268K as of Q2 2026.
Atlas Capital Advisors bought 2,463 United Parcel Service shares in Q2 2026, an estimated $256K.
United Parcel Service made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #404 holding.
Atlas Capital Advisors first reported a position in United Parcel Service in Q1 2021 and has held it in 21 quarters since.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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