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

Capital Performance Advisors’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	$420K	Sell	4,266 -752	-15%	-$80.6K	0.03%	247
2025 Q4	$498K	Buy	5,018 +2,193	+78%	+$205K	0.04%	217
2025 Q3	$236K	Buy	+2,825	New	+$256K	0.04%	279
2025 Q2	–	Sell	-2,295	Closed	-$252K	–	318
2025 Q1	$252K	Buy	+2,295	New	+$274K	0.06%	195
2024 Q4	–	Sell	-393	Closed	-$53.6K	–	2554
2024 Q3	$53.6K	Buy	+393	New	+$51.6K	0.02%	331

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Performance Advisors's UPS Position: Q1 2026 in Review

Capital Performance Advisors reduced its United Parcel Service (UPS) stake by 15% in Q1 2026, selling an estimated $80.6K and leaving 4,266 shares worth $420K. The position accounts for 0.03% of the portfolio, ranked #247.

Capital Performance Advisors first reported a position in UPS in Q3 2024 and has held it in 5 quarters since. The position peaked at $498K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Capital Performance Advisors held 4,266 shares of United Parcel Service worth $420K as of Q1 2026.
Capital Performance Advisors sold 752 United Parcel Service shares in Q1 2026, an estimated $80.6K.
United Parcel Service made up 0.03% of Capital Performance Advisors's portfolio in Q1 2026, its #247 holding.
Capital Performance Advisors first reported a position in United Parcel Service in Q3 2024 and has held it in 5 quarters since.
Capital Performance Advisors's United Parcel Service position peaked at $498K in Q4 2025.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.