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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
Q2 		– Sell
-4,266
Closed -$420K – 481
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Performance Advisors's UPS Position: Q2 2026 in Review

Capital Performance Advisors sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 4,266 shares — an estimated $420K sold.

Capital Performance Advisors first reported a position in UPS in Q3 2024 and held it in 5 quarters. The position peaked at $498K in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Capital Performance Advisors reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,266 United Parcel Service shares in Q2 2026, an estimated $420K.
  • Capital Performance Advisors first reported a position in United Parcel Service in Q3 2024 and held it in 5 quarters.
  • Capital Performance Advisors's United Parcel Service position peaked at $498K in Q4 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.