Capital CS Group
UPS icon

Capital CS Group’s United Parcel Service UPS Stock Holding History

Capital CS Group’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
Q3 		$21.1M Sell
226,070
-749
-0.3% -$78.6K 15.63% 2
2026
Q2 		$24.4M Buy
226,819
+1,781
+0.8% +$185K 19.24% 1
2026
Q1 		$22.1M Buy
225,038
+5,807
+3% +$623K 45.55% 1
2025
Q4 		$21.7M Sell
219,231
-2,965
-1% -$277K 33.48% 1
2025
Q3 		$18.6M Sell
222,196
-12,894
-5% -$1.17M 29.29% 1
2025
Q2 		$23.7M Sell
235,090
-65,230
-22% -$6.42M 38.49% 1
2025
Q1 		$33M Sell
300,320
-8,786
-3% -$1.05M 53.34% 1
2024
Q4 		$39M Sell
309,106
-5,749
-2% -$757K 51.15% 1
2024
Q3 		$42.9M Sell
314,855
-5,343
-2% -$701K 50.75% 1
2024
Q2 		$43.8M Sell
320,198
-13,463
-4% -$1.93M 48.85% 1
2024
Q1 		$49.6M Sell
333,661
-214
-0.1% -$32.5K 47.17% 1
2023
Q4 		$52.5M Buy
333,875
+4,114
+1% +$622K 57.14% 1
2023
Q3 		$51.4M Sell
329,761
-4,907
-1% -$847K 60.67% 1
2023
Q2 		$60M Sell
334,668
-2,941
-0.9% -$522K 59.71% 1
2023
Q1 		$65.5M Sell
337,609
-1,008
-0.3% -$185K 61.96% 1
2022
Q4 		$58.9M Sell
338,617
-7,278
-2% -$1.26M 64.99% 1
2022
Q3 		$55.9M Sell
345,895
-4,335
-1% -$821K 60.03% 1
2022
Q2 		$63.9M Buy
350,230
+200
+0.1% +$36.5K 66.49% 1
2022
Q1 		$75.1M Buy
350,030
+9,458
+3% +$2.01M 65.38% 1
2021
Q4 		$73M Sell
340,572
-2,087
-0.6% -$424K 57.34% 1
2021
Q3 		$62.2M Buy
342,659
+608
+0.2% +$120K 57.69% 1
2021
Q2 		$71.1M Sell
342,051
-33,444
-9% -$6.69M 57.6% 1
2021
Q1 		$59.2M Sell
375,495
-462
-0.1% -$74.7K 57.81% 1
2020
Q4 		$59.2M Buy
+375,957
New +$63.5M 61.53% 1

Other funds holding UPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Capital CS Group's UPS Position: Q3 2026 in Review

Capital CS Group reduced its United Parcel Service (UPS) stake by 0.33% in Q3 2026, selling an estimated $78.6K and leaving 226,070 shares worth $21.1M. The position accounts for 15.63% of the portfolio, ranked #2.

Capital CS Group first reported a position in UPS in Q4 2020 and has held it in 24 quarters since. The position peaked at $75.1M in Q1 2022. 1,208 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Capital CS Group held 226,070 shares of United Parcel Service worth $21.1M as of Q3 2026.
  • Capital CS Group sold 749 United Parcel Service shares in Q3 2026, an estimated $78.6K.
  • United Parcel Service made up 15.63% of Capital CS Group's portfolio in Q3 2026, its #2 holding.
  • Capital CS Group first reported a position in United Parcel Service in Q4 2020 and has held it in 24 quarters since.
  • Capital CS Group's United Parcel Service position peaked at $75.1M in Q1 2022.
  • 1,208 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.