Capital Square
UPS icon

Capital Square’s United Parcel Service UPS Stock Holding History

Capital Square’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 		$2.06M Sell
22,054
-8,823
-29% -$926K 0.91% 30
2026
Q2 		$3.47M Sell
30,877
-3,362
-10% -$349K 1.53% 12
2026
Q1 		$3.66M Buy
34,239
+7,427
+28% +$797K 1.69% 11
2025
Q4 		$2.66M Buy
26,812
+1,135
+4% +$106K 1.36% 14
2025
Q3 		$2.14M Buy
25,677
+6,044
+31% +$547K 1.09% 22
2025
Q2 		$1.99M Buy
19,633
+5,772
+42% +$568K 1.06% 22
2025
Q1 		$1.52M Buy
13,861
+6,509
+89% +$778K 0.9% 27
2024
Q4 		$978K Buy
7,352
+2,210
+43% +$291K 0.56% 56
2024
Q3 		$701K Sell
5,142
-532
-9% -$69.8K 0.43% 72
2024
Q2 		$824K Buy
5,674
+117
+2% +$16.8K 0.54% 60
2024
Q1 		$826K Buy
5,557
+556
+11% +$84.5K 0.58% 50
2023
Q4 		$786K Sell
5,001
-109
-2% -$16.5K 0.89% 35
2023
Q3 		$786K Sell
5,110
-81
-2% -$14K 1.06% 32
2023
Q2 		$931K Buy
5,191
+1
+0% +$178 0.86% 38
2023
Q1 		$979K Buy
5,190
+41
+0.8% +$7.52K 0.91% 37
2022
Q4 		$895K Hold
5,149
– – 0.81% 41
2022
Q3 		$831K Buy
5,149
+539
+12% +$102K 0.76% 42
2022
Q2 		$841K Buy
4,610
+406
+10% +$74.1K 0.7% 47
2022
Q1 		$901K Hold
4,204
– – 0.64% 49
2021
Q4 		$902K Hold
4,204
– – 0.62% 57
2021
Q3 		$763K Buy
4,204
+233
+6% +$46K 0.54% 61
2021
Q2 		$843K Buy
3,971
+938
+31% +$188K 0.62% 57
2021
Q1 		$533K Sell
3,033
-50
-2% -$8.09K 0.4% 79
2020
Q4 		$519K Hold
3,083
– – 0.43% 73
2020
Q3 		$513K Buy
3,083
+16
+0.5% +$2.33K 0.53% 64
2020
Q2 		$341K Sell
3,067
-58
-2% -$5.79K 0.36% 90
2020
Q1 		$292K Buy
3,125
+739
+31% +$76.6K 0.34% 86
2019
Q4 		$279K Buy
+2,386
New +$282K 0.27% 100

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Maj Invest Holding A/S
Maj Invest Holding A/S Copenhagen K, Denmark $2.26B AUM 22.4% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Capital Square's UPS Position: Q3 2026 in Review

Capital Square reduced its United Parcel Service (UPS) stake by 29% in Q3 2026, selling an estimated $926K and leaving 22,054 shares worth $2.06M. The position accounts for 0.91% of the portfolio, ranked #30.

Capital Square first reported a position in UPS in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.66M in Q1 2026. 729 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Capital Square held 22,054 shares of United Parcel Service worth $2.06M as of Q3 2026.
  • Capital Square sold 8,823 United Parcel Service shares in Q3 2026, an estimated $926K.
  • United Parcel Service made up 0.91% of Capital Square's portfolio in Q3 2026, its #30 holding.
  • Capital Square first reported a position in United Parcel Service in Q4 2019 and has held it in 28 quarters since.
  • Capital Square's United Parcel Service position peaked at $3.66M in Q1 2026.
  • 729 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.