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Capital Advisors Wealth Management’s United Parcel Service UPS Stock Holding History

Capital Advisors Wealth Management’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
2025
Q2 		– Sell
-1,881
Closed -$207K – 195
2025
Q1 		$207K Sell
1,881
-290
-13% -$34.7K 0.04% 175
2024
Q4 		$274K Sell
2,171
-185
-8% -$24.3K 0.05% 140
2024
Q3 		$321K Sell
2,356
-130
-5% -$17.1K 0.06% 125
2024
Q2 		$340K Sell
2,486
-1,144
-32% -$164K 0.07% 113
2024
Q1 		$540K Sell
3,630
-423
-10% -$64.3K 0.11% 81
2023
Q4 		$637K Sell
4,053
-18
-0.4% -$2.72K 0.15% 69
2023
Q3 		$635K Sell
4,071
-808
-17% -$139K 0.17% 70
2023
Q2 		$874K Buy
4,879
+234
+5% +$41.5K 0.22% 60
2023
Q1 		$901K Buy
4,645
+86
+2% +$15.8K 0.25% 59
2022
Q4 		$793K Buy
4,559
+107
+2% +$18.5K 0.24% 54
2022
Q3 		$719K Buy
4,452
+2,999
+206% +$568K 0.24% 51
2022
Q2 		$265K Buy
+1,453
New +$265K 0.09% 95

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Advisors Wealth Management's UPS Position: Q2 2025 in Review

Capital Advisors Wealth Management sold out of United Parcel Service (UPS) in Q2 2025, closing a stake of 1,881 shares — an estimated $207K sold.

Capital Advisors Wealth Management first reported a position in UPS in Q2 2022 and held it in 12 quarters. The position peaked at $901K in Q1 2023. 2,113 funds tracked by Wall St. Rank hold UPS as of Q2 2025.

  • Capital Advisors Wealth Management reported no remaining United Parcel Service position as of Q2 2025 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 1,881 United Parcel Service shares in Q2 2025, an estimated $207K.
  • Capital Advisors Wealth Management first reported a position in United Parcel Service in Q2 2022 and held it in 12 quarters.
  • Capital Advisors Wealth Management's United Parcel Service position peaked at $901K in Q1 2023.
  • 2,113 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2025.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.