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Capital Analysts LLC’s United Parcel Service UPS Stock Holding History

Capital Analysts LLC’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
Q1 		$133K Sell
1,348
-1,970
-59% -$211K ﹤0.01% 725
2025
Q4 		$329K Sell
3,318
-74
-2% -$6.92K 0.01% 507
2025
Q3 		$284K Sell
3,392
-841
-20% -$76.2K 0.01% 530
2025
Q2 		$427K Sell
4,233
-278
-6% -$27.4K 0.01% 408
2025
Q1 		$496K Sell
4,511
-653
-13% -$78.1K 0.02% 367
2024
Q4 		$651K Buy
5,164
+51
+1% +$6.71K 0.03% 300
2024
Q3 		$697K Buy
5,113
+364
+8% +$47.8K 0.03% 283
2024
Q2 		$650K Buy
4,749
+908
+24% +$130K 0.03% 297
2024
Q1 		$571K Buy
3,841
+235
+7% +$35.7K 0.03% 302
2023
Q4 		$567K Sell
3,606
-215
-6% -$32.5K 0.03% 299
2023
Q3 		$596K Buy
3,821
+355
+10% +$61.3K 0.03% 277
2023
Q2 		$621K Buy
3,466
+43
+1% +$7.63K 0.03% 274
2023
Q1 		$664K Buy
3,423
+276
+9% +$50.6K 0.04% 265
2022
Q4 		$547K Buy
3,147
+371
+13% +$64.2K 0.03% 285
2022
Q3 		$448K Buy
2,776
+181
+7% +$34.3K 0.03% 280
2022
Q2 		$474K Sell
2,595
-564
-18% -$103K 0.03% 267
2022
Q1 		$677K Sell
3,159
-225
-7% -$47.8K 0.04% 244
2021
Q4 		$725K Hold
3,384
– – 0.04% 234
2021
Q3 		$616K Sell
3,384
-380
-10% -$75K 0.04% 241
2021
Q2 		$783K Sell
3,764
-835
-18% -$167K 0.05% 221
2021
Q1 		$782K Buy
4,599
+4,540
+7,695% +$734K 0.05% 219
2020
Q4 		$10K Sell
59
-114
-66% -$19.2K ﹤0.01% 572
2020
Q3 		$29K Hold
173
– – ﹤0.01% 469
2020
Q2 		$19K Sell
173
-185
-52% -$18.5K ﹤0.01% 481
2020
Q1 		$33K Buy
358
+16
+5% +$1.66K ﹤0.01% 389
2019
Q4 		$40K Buy
342
+1
+0.3% +$118 ﹤0.01% 419
2019
Q3 		$40K Buy
341
+2
+0.6% +$229 ﹤0.01% 412
2019
Q2 		$35K Buy
339
+180
+113% +$18.7K ﹤0.01% 409
2019
Q1 		$17K Buy
159
+59
+59% +$6.26K ﹤0.01% 453
2018
Q4 		$10K Buy
100
+58
+138% +$6.29K ﹤0.01% 470
2018
Q3 		$5K Hold
42
– – ﹤0.01% 484
2018
Q2 		$4K Buy
+42
New +$4.72K ﹤0.01% 528
2016
Q2 		– Sell
-40
Closed -$4.25K – 388
2016
Q1 		$4.25K Buy
+40
New +$3.89K ﹤0.01% 359
2015
Q2 		– Sell
-102
Closed -$9.96K – 396
2015
Q1 		$9.96K Sell
102
-23,256
-100% -$2.39M ﹤0.01% 346
2014
Q4 		$2.6M Buy
23,358
+660
+3% +$69.6K 0.57% 38
2014
Q3 		$2.23M Buy
22,698
+2,257
+11% +$224K 0.52% 50
2014
Q2 		$2.1M Buy
20,441
+896
+5% +$90K 0.51% 49
2014
Q1 		$1.9M Sell
19,545
-613
-3% -$59.7K 0.5% 53
2013
Q4 		$2.12M Buy
20,158
+90
+0.4% +$8.87K 0.58% 40
2013
Q3 		$1.83M Buy
20,068
+150
+0.8% +$13.2K 0.55% 47
2013
Q2 		$1.72M Buy
+19,918
New +$1.71M 0.54% 45

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Analysts LLC's UPS Position: Q1 2026 in Review

Capital Analysts LLC reduced its United Parcel Service (UPS) stake by 59% in Q1 2026, selling an estimated $211K and leaving 1,348 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Capital Analysts LLC first reported a position in UPS in Q2 2013 and has held it in 41 quarters since. The position peaked at $2.6M in Q4 2014. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Capital Analysts LLC held 1,348 shares of United Parcel Service worth $133K as of Q1 2026.
  • Capital Analysts LLC sold 1,970 United Parcel Service shares in Q1 2026, an estimated $211K.
  • United Parcel Service made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #725 holding.
  • Capital Analysts LLC first reported a position in United Parcel Service in Q2 2013 and has held it in 41 quarters since.
  • Capital Analysts LLC's United Parcel Service position peaked at $2.6M in Q4 2014.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.