CFIA
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Cantor Fitzgerald Investment Advisors’s United Parcel Service UPS Stock Holding History

Cantor Fitzgerald Investment 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 		$18.4M Buy
171,361
+1,671
+1% +$174K 1.24% 20
2026
Q1 		$16.7M Buy
169,690
+18,030
+12% +$1.93M 1.23% 21
2025
Q4 		$15M Sell
151,660
-19,444
-11% -$1.82M 1.11% 26
2025
Q3 		$14.3M Buy
171,104
+2,752
+2% +$249K 0.97% 36
2025
Q2 		$17M Buy
168,352
+1,419
+0.9% +$140K 1.2% 23
2025
Q1 		$18.4M Buy
166,933
+46,758
+39% +$5.59M 1.34% 18
2024
Q4 		$15.2M Buy
120,175
+1,523
+1% +$200K 1.05% 39
2024
Q3 		$16.2M Buy
118,652
+55,198
+87% +$7.25M 1.1% 36
2024
Q2 		$8.68M Buy
63,454
+15,794
+33% +$2.26M 0.67% 62
2024
Q1 		$7.08M Sell
47,660
-1,197
-2% -$182K 0.53% 67
2023
Q4 		$7.68M Buy
+48,857
New +$7.39M 0.59% 64
2022
Q1 		$2.28M Hold
10,617
– – 0.1% 130
2021
Q4 		$2.28M Hold
10,617
– – 0.14% 128
2021
Q3 		$1.93M Sell
10,617
-270
-2% -$53.3K 0.14% 93
2021
Q2 		$2.26M Buy
10,887
+320
+3% +$64K 0.17% 91
2021
Q1 		$1.78M Hold
10,567
– – 0.25% 29
2020
Q4 		$1.78M Buy
10,567
+200
+2% +$33.8K 0.25% 29
2020
Q3 		$1.15M Hold
10,367
– – 0.19% 32
2020
Q2 		$1.15M Hold
10,367
– – 0.19% 32
2020
Q1 		$968K Hold
10,367
– – 0.18% 31
2019
Q4 		$1.21M Hold
10,367
– – 0.19% 28
2019
Q3 		$1.24M Hold
10,367
– – 0.2% 29
2019
Q2 		$1.07M Hold
10,367
– – 0.17% 29
2019
Q1 		$1.16M Hold
10,367
– – 0.18% 28
2018
Q4 		$1.01M Hold
10,367
– – 0.17% 29
2018
Q3 		$1.21M Hold
10,367
– – 0.15% 31
2018
Q2 		$1.1M Hold
10,367
– – 0.13% 31
2018
Q1 		$1.08M Hold
10,367
– – 0.13% 31
2017
Q4 		$1.24M Hold
10,367
– – 0.15% 32
2017
Q3 		$1.25M Hold
10,367
– – 0.15% 32
2017
Q2 		$1.15M Buy
+10,367
New +$1.11M 0.14% 34

Other funds holding UPS

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's UPS Position: Q2 2026 in Review

Cantor Fitzgerald Investment Advisors increased its United Parcel Service (UPS) stake by 0.98% in Q2 2026, buying an estimated $174K and bringing the position to 171,361 shares worth $18.4M. The position accounts for 1.24% of the portfolio, ranked #20.

Cantor Fitzgerald Investment Advisors first reported a position in UPS in Q2 2017 and has held it in 31 quarters since. 838 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Cantor Fitzgerald Investment Advisors held 171,361 shares of United Parcel Service worth $18.4M as of Q2 2026.
  • Cantor Fitzgerald Investment Advisors bought 1,671 United Parcel Service shares in Q2 2026, an estimated $174K.
  • United Parcel Service made up 1.24% of Cantor Fitzgerald Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 31 quarters since.
  • 838 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.