Capital Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.6M | Sell |
127,603
-2,319
| -2% | -$249K | 0.18% | 102 |
|
|
2025
Q4 | $12.9M | Sell |
129,922
-10,483
| -7% | -$981K | 0.2% | 99 |
|
|
2025
Q3 | $11.7M | Sell |
140,405
-15,762
| -10% | -$1.43M | 0.19% | 99 |
|
|
2025
Q2 | $15.8M | Sell |
156,167
-7,574
| -5% | -$745K | 0.28% | 84 |
|
|
2025
Q1 | $18M | Sell |
163,741
-26,954
| -14% | -$3.22M | 0.35% | 69 |
|
|
2024
Q4 | $24M | Sell |
190,695
-12,926
| -6% | -$1.7M | 0.49% | 55 |
|
|
2024
Q3 | $27.8M | Sell |
203,621
-2,610
| -1% | -$343K | 0.57% | 54 |
|
|
2024
Q2 | $28.2M | Sell |
206,231
-809
| -0.4% | -$116K | 0.64% | 47 |
|
|
2024
Q1 | $30.8M | Buy |
207,040
+2,713
| +1% | +$412K | 0.72% | 42 |
|
|
2023
Q4 | $32.1M | Sell |
204,327
-1,105
| -0.5% | -$167K | 0.81% | 33 |
|
|
2023
Q3 | $32M | Buy |
205,432
+53,226
| +35% | +$9.19M | 0.89% | 30 |
|
|
2023
Q2 | $27.3M | Buy |
152,206
+1,511
| +1% | +$268K | 0.83% | 29 |
|
|
2023
Q1 | $29.2M | Buy |
150,695
+335
| +0.2% | +$61.5K | 0.86% | 30 |
|
|
2022
Q4 | $26.1M | Buy |
150,360
+1,747
| +1% | +$302K | 0.79% | 36 |
|
|
2022
Q3 | $24M | Buy |
148,613
+2,693
| +2% | +$510K | 0.82% | 32 |
|
|
2022
Q2 | $26.6M | Buy |
145,920
+4,746
| +3% | +$866K | 0.88% | 30 |
|
|
2022
Q1 | $30.3M | Sell |
141,174
-1,849
| -1% | -$393K | 0.92% | 26 |
|
|
2021
Q4 | $30.7M | Buy |
143,023
+525
| +0.4% | +$107K | 0.94% | 24 |
|
|
2021
Q3 | $25.9M | Buy |
142,498
+2,258
| +2% | +$446K | 0.87% | 27 |
|
|
2021
Q2 | $29.2M | Sell |
140,240
-2,743
| -2% | -$549K | 1.01% | 24 |
|
|
2021
Q1 | $24.3M | Sell |
142,983
-63
| -0% | -$10.2K | 0.92% | 28 |
|
|
2020
Q4 | $24.1M | Sell |
143,046
-3,466
| -2% | -$585K | 1.01% | 26 |
|
|
2020
Q3 | $24.4M | Sell |
146,512
-4,349
| -3% | -$633K | 1.17% | 23 |
|
|
2020
Q2 | $16.8M | Buy |
150,861
+7,994
| +6% | +$798K | 0.87% | 31 |
|
|
2020
Q1 | $13.3M | Buy |
142,867
+18,807
| +15% | +$1.95M | 0.85% | 31 |
|
|
2019
Q4 | $14.5M | Buy |
124,060
+1,403
| +1% | +$166K | 0.7% | 36 |
|
|
2019
Q3 | $14.7M | Buy |
122,657
+10,211
| +9% | +$1.17M | 0.77% | 33 |
|
|
2019
Q2 | $11.6M | Buy |
112,446
+52,748
| +88% | +$5.49M | 0.64% | 34 |
|
|
2019
Q1 | $6.67M | Buy |
59,698
+10,397
| +21% | +$1.1M | 0.39% | 64 |
|
|
2018
Q4 | $4.81M | Buy |
49,301
+7,821
| +19% | +$848K | 0.32% | 70 |
|
|
2018
Q3 | $4.84M | Buy |
41,480
+5,224
| +14% | +$615K | 0.29% | 77 |
|
|
2018
Q2 | $3.85M | Buy |
36,256
+8,364
| +30% | +$939K | 0.24% | 88 |
|
|
2018
Q1 | $2.92M | Buy |
27,892
+14,238
| +104% | +$1.65M | 0.19% | 108 |
|
|
2017
Q4 | $1.63M | Buy |
13,654
+95
| +0.7% | +$11.2K | 0.11% | 156 |
|
|
2017
Q3 | $1.63M | Buy |
13,559
+4,184
| +45% | +$476K | 0.11% | 155 |
|
|
2017
Q2 | $1.04M | Sell |
9,375
-1,062
| -10% | -$114K | 0.07% | 201 |
|
|
2017
Q1 | $1.12M | Buy |
10,437
+185
| +2% | +$20.2K | 0.09% | 187 |
|
|
2016
Q4 | $1.18M | Buy |
10,252
+426
| +4% | +$48K | 0.1% | 179 |
|
|
2016
Q3 | $1.07M | Buy |
9,826
+229
| +2% | +$25K | 0.09% | 185 |
|
|
2016
Q2 | $1.03M | Buy |
9,597
+393
| +4% | +$40.9K | 0.1% | 183 |
|
|
2016
Q1 | $971K | Sell |
9,204
-520
| -5% | -$50.5K | 0.1% | 175 |
|
|
2015
Q4 | $936K | Sell |
9,724
-56
| -0.6% | -$5.72K | 0.1% | 173 |
|
|
2015
Q3 | $965K | Sell |
9,780
-504
| -5% | -$49.8K | 0.11% | 162 |
|
|
2015
Q2 | $997K | Buy |
10,284
+101
| +1% | +$10K | 0.11% | 170 |
|
|
2015
Q1 | $987K | Sell |
10,183
-124
| -1% | -$12.7K | 0.1% | 179 |
|
|
2014
Q4 | $1.15M | Sell |
10,307
-274
| -3% | -$28.9K | 0.13% | 161 |
|
|
2014
Q3 | $1.04M | Sell |
10,581
-490
| -4% | -$48.7K | 0.12% | 163 |
|
|
2014
Q2 | $1.14M | Buy |
11,071
+236
| +2% | +$23.7K | 0.13% | 153 |
|
|
2014
Q1 | $1.06M | Sell |
10,835
-110
| -1% | -$10.7K | 0.13% | 158 |
|
|
2013
Q4 | $1.15M | Buy |
+10,945
| New | +$1.08M | 0.15% | 146 |
|
Other funds holding UPS
VCM
VPM
Capital Investment Advisors's UPS Position: Q1 2026 in Review
Capital Investment Advisors reduced its United Parcel Service (UPS) stake by 1.8% in Q1 2026, selling an estimated $249K and leaving 127,603 shares worth $12.6M. The position accounts for 0.18% of the portfolio, ranked #102.
Capital Investment Advisors first reported a position in UPS in Q4 2013 and has held it in 50 quarters since. The position peaked at $32.1M in Q4 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Capital Investment Advisors held 127,603 shares of United Parcel Service worth $12.6M as of Q1 2026.
- Capital Investment Advisors sold 2,319 United Parcel Service shares in Q1 2026, an estimated $249K.
- United Parcel Service made up 0.18% of Capital Investment Advisors's portfolio in Q1 2026, its #102 holding.
- Capital Investment Advisors first reported a position in United Parcel Service in Q4 2013 and has held it in 50 quarters since.
- Capital Investment Advisors's United Parcel Service position peaked at $32.1M in Q4 2023.
- 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.