CAL
UPS icon

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

Capital Advisors Ltd’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 		$14K Sell
135
-284
-68% -$29.5K ﹤0.01% 779
2026
Q1 		$41K Hold
419
– – ﹤0.01% 540
2025
Q4 		$42K Sell
419
-121
-22% -$11.3K ﹤0.01% 522
2025
Q3 		$45K Sell
540
-229
-30% -$20.7K 0.01% 495
2025
Q2 		$78K Sell
769
-319
-29% -$31.4K 0.01% 399
2025
Q1 		$120K Sell
1,088
-58
-5% -$6.93K 0.02% 322
2024
Q4 		$145K Buy
1,146
+56
+5% +$7.37K 0.02% 305
2024
Q3 		$149K Buy
1,090
+44
+4% +$5.78K 0.02% 302
2024
Q2 		$143K Sell
1,046
-66
-6% -$9.45K 0.02% 304
2024
Q1 		$165K Sell
1,112
-51
-4% -$7.75K 0.02% 294
2023
Q4 		$183K Sell
1,163
-42
-3% -$6.35K 0.03% 274
2023
Q3 		$188K Buy
1,205
+55
+5% +$9.49K 0.03% 258
2023
Q2 		$206K Sell
1,150
-51
-4% -$9.05K 0.03% 249
2023
Q1 		$233K Buy
1,201
+46
+4% +$8.44K 0.04% 214
2022
Q4 		$201K Sell
1,155
-18
-2% -$3.12K 0.03% 237
2022
Q3 		$189K Buy
1,173
+2
+0.2% +$379 0.04% 243
2022
Q2 		$214K Buy
1,171
+29
+3% +$5.29K 0.04% 217
2022
Q1 		$245K Sell
1,142
-7
-0.6% -$1.49K 0.04% 208
2021
Q4 		$246K Buy
1,149
+7
+0.6% +$1.42K 0.04% 211
2021
Q3 		$208K Buy
1,142
+785
+220% +$155K 0.04% 213
2021
Q2 		$74K Hold
357
– – 0.01% 290
2021
Q1 		$61K Hold
357
– – 0.01% 279
2020
Q4 		$60K Hold
357
– – 0.01% 269
2020
Q3 		$59K Hold
357
– – 0.01% 264
2020
Q2 		$40K Hold
357
– – 0.01% 288
2020
Q1 		$33K Hold
357
– – 0.01% 287
2019
Q4 		$42K Sell
357
-60
-14% -$7.1K 0.01% 269
2019
Q3 		$50K Buy
417
+120
+40% +$13.7K 0.01% 258
2019
Q2 		$31K Buy
297
+117
+65% +$12.2K 0.01% 311
2019
Q1 		$20K Hold
180
– – 0.01% 332
2018
Q4 		$18K Hold
180
– – 0.01% 345
2018
Q3 		$21K Hold
180
– – 0.01% 359
2018
Q2 		$19K Hold
180
– – 0.01% 292
2018
Q1 		$19K Hold
180
– – 0.01% 278
2017
Q4 		$21K Hold
180
– – 0.01% 277
2017
Q3 		$22K Hold
180
– – 0.01% 275
2017
Q2 		$20K Hold
180
– – 0.01% 286
2017
Q1 		$19K Hold
180
– – 0.01% 268
2016
Q4 		$21K Hold
180
– – 0.01% 250
2016
Q3 		$20K Buy
180
+150
+500% +$16.4K 0.01% 256
2016
Q2 		$3K Sell
30
-35
-54% -$3.64K ﹤0.01% 324
2016
Q1 		$7K Hold
65
– – ﹤0.01% 287
2015
Q4 		$6K Hold
65
– – ﹤0.01% 290
2015
Q3 		$6K Sell
65
-210
-76% -$20.7K ﹤0.01% 284
2015
Q2 		$27K Buy
275
+210
+323% +$20.9K 0.01% 227
2015
Q1 		$6K Hold
65
– – ﹤0.01% 291
2014
Q4 		$7K Hold
65
– – ﹤0.01% 277
2014
Q3 		$6K Hold
65
– – ﹤0.01% 281
2014
Q2 		$7K Hold
65
– – ﹤0.01% 286
2014
Q1 		$6K Hold
65
– – ﹤0.01% 297
2013
Q4 		$7K Buy
+65
New +$6.4K ﹤0.01% 261

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

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

Capital Advisors Ltd reduced its United Parcel Service (UPS) stake by 68% in Q2 2026, selling an estimated $29.5K and leaving 135 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Capital Advisors Ltd first reported a position in UPS in Q4 2013 and has held it in 51 quarters since. The position peaked at $246K in Q4 2021. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Capital Advisors Ltd held 135 shares of United Parcel Service worth $14K as of Q2 2026.
  • Capital Advisors Ltd sold 284 United Parcel Service shares in Q2 2026, an estimated $29.5K.
  • United Parcel Service made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #779 holding.
  • Capital Advisors Ltd first reported a position in United Parcel Service in Q4 2013 and has held it in 51 quarters since.
  • Capital Advisors Ltd's United Parcel Service position peaked at $246K in Q4 2021.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.