Avestar Capital’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $404K | Sell |
4,328
-37
| -0.8% | -$3.88K | 0.03% | 404 |
|
|
2026
Q2 | $469K | Buy |
4,365
+60
| +1% | +$6.24K | 0.03% | 389 |
|
|
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% | 339 |
|
|
2024
Q2 | $333K | Sell |
2,431
-460
| -16% | -$65.9K | 0.03% | 321 |
|
|
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% | 342 |
|
|
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
Avestar Capital's UPS Position: Q3 2026 in Review
Avestar Capital reduced its United Parcel Service (UPS) stake by 0.85% in Q3 2026, selling an estimated $3.88K and leaving 4,328 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #404.
Avestar Capital first reported a position in UPS in Q4 2017 and has held it in 30 quarters since. The position peaked at $500K in Q1 2021. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.
- Avestar Capital held 4,328 shares of United Parcel Service worth $404K as of Q3 2026.
- Avestar Capital sold 37 United Parcel Service shares in Q3 2026, an estimated $3.88K.
- United Parcel Service made up 0.03% of Avestar Capital's portfolio in Q3 2026, its #404 holding.
- Avestar Capital first reported a position in United Parcel Service in Q4 2017 and has held it in 30 quarters since.
- Avestar Capital's United Parcel Service position peaked at $500K in Q1 2021.
- 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.
Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.