Cape Investment Advisory’s United Parcel Service UPS Stock Holding History

Cape Investment Advisory’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	$176K	Buy	+1,633	New	+$170K	0.05%	249
2026 Q1	–	Sell	-1,840	Closed	-$183K	–	1146
2025 Q4	$183K	Buy	1,840 +538	+41%	+$50.3K	0.06%	221
2025 Q3	$109K	Sell	1,302 -711	-35%	-$64.4K	0.11%	153
2025 Q2	$203K	Sell	2,013 -179	-8%	-$17.6K	0.07%	185
2025 Q1	$241K	Sell	2,192 -693	-24%	-$82.9K	0.1%	158
2024 Q4	$364K	Sell	2,885 -162	-5%	-$21.3K	0.14%	114
2024 Q3	$415K	Buy	3,047 +663	+28%	+$87K	0.17%	100
2024 Q2	$326K	Sell	2,384 -891	-27%	-$128K	0.15%	105
2024 Q1	$487K	Sell	3,275 -394	-11%	-$59.9K	0.23%	78
2023 Q4	$577K	Buy	3,669 +544	+17%	+$82.3K	0.28%	68
2023 Q3	$487K	Buy	3,125 +303	+11%	+$52.3K	0.28%	67
2023 Q2	$506K	Buy	2,822 +284	+11%	+$50.4K	0.28%	65
2023 Q1	$492K	Buy	+2,538	New	+$466K	0.3%	61

Other funds holding UPS

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Cape Investment Advisory's UPS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in United Parcel Service (UPS) in Q2 2026: 1,633 shares worth $176K. The stake represents 0.05% of the portfolio and ranks #249 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UPS as recently as Q4 2025.

Cape Investment Advisory first reported a position in UPS in Q1 2023 and has held it in 13 quarters since. The position peaked at $577K in Q4 2023. 832 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Cape Investment Advisory held 1,633 shares of United Parcel Service worth $176K as of Q2 2026.
United Parcel Service was a new Cape Investment Advisory position in Q2 2026.
United Parcel Service made up 0.05% of Cape Investment Advisory's portfolio in Q2 2026, its #249 holding.
Cape Investment Advisory first reported a position in United Parcel Service in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's United Parcel Service position peaked at $577K in Q4 2023.
832 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.