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Avestar Capital’s United Parcel Service UPS Stock Holding History

Avestar 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
Q1 		$424K Buy
4,305
+2,185
+103% +$234K 0.03% 384
2025
Q4 		$210K Buy
+2,120
New +$198K 0.01% 452
2025
Q3 		– Sell
-2,757
Closed -$278K – 531
2025
Q2 		$278K Buy
2,757
+840
+44% +$82.6K 0.02% 404
2025
Q1 		$211K Sell
1,917
-836
-30% -$100K 0.02% 447
2024
Q4 		$347K Buy
2,753
+475
+21% +$62.5K 0.03% 351
2024
Q3 		$311K Sell
2,278
-153
-6% -$20.1K 0.03% 338
2024
Q2 		$333K Sell
2,431
-460
-16% -$65.9K 0.03% 320
2024
Q1 		$430K Buy
2,891
+681
+31% +$104K 0.05% 259
2023
Q4 		$347K Buy
2,210
+518
+31% +$78.3K 0.04% 266
2023
Q3 		$264K Sell
1,692
-295
-15% -$50.9K 0.04% 280
2023
Q2 		$356K Sell
1,987
-307
-13% -$54.5K 0.06% 200
2023
Q1 		$445K Buy
2,294
+366
+19% +$67.1K 0.08% 159
2022
Q4 		$335K Sell
1,928
-90
-4% -$15.6K 0.06% 192
2022
Q3 		$326K Buy
2,018
+29
+1% +$5.49K 0.08% 170
2022
Q2 		$363K Buy
1,989
+326
+20% +$59.5K 0.09% 167
2022
Q1 		$357K Buy
1,663
+59
+4% +$12.5K 0.06% 276
2021
Q4 		$344K Buy
1,604
+179
+13% +$36.4K 0.04% 321
2021
Q3 		$259K Buy
1,425
+70
+5% +$13.8K 0.03% 374
2021
Q2 		$282K Sell
1,355
-1,166
-46% -$233K 0.04% 341
2021
Q1 		$500K Buy
2,521
+150
+6% +$24.3K 0.11% 184
2020
Q4 		$399K Buy
+2,371
New +$400K 0.11% 170
2019
Q3 		– Sell
-1,239
Closed -$108K – 798
2019
Q2 		$108K Sell
1,239
-18
-1% -$1.87K 0.07% 176
2019
Q1 		$123K Buy
1,257
+104
+9% +$11K 0.08% 166
2018
Q4 		$89K Sell
1,153
-234
-17% -$25.4K 0.06% 193
2018
Q3 		$138K Sell
1,387
-417
-23% -$49.1K 0.08% 162
2018
Q2 		$171K Buy
1,804
+120
+7% +$13.5K 0.11% 128
2018
Q1 		$157K Buy
1,684
+773
+85% +$89.3K 0.1% 120
2017
Q4 		$92K Buy
+911
New +$107K 0.07% 167

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avestar Capital's UPS Position: Q1 2026 in Review

Avestar Capital increased its United Parcel Service (UPS) stake by 103% in Q1 2026, buying an estimated $234K and bringing the position to 4,305 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #384.

Avestar Capital first reported a position in UPS in Q4 2017 and has held it in 28 quarters since. The position peaked at $500K in Q1 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Avestar Capital held 4,305 shares of United Parcel Service worth $424K as of Q1 2026.
  • Avestar Capital bought 2,185 United Parcel Service shares in Q1 2026, an estimated $234K.
  • United Parcel Service made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #384 holding.
  • Avestar Capital first reported a position in United Parcel Service in Q4 2017 and has held it in 28 quarters since.
  • Avestar Capital's United Parcel Service position peaked at $500K in Q1 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.