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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Square's UPS Position: Q1 2026 in Review

Capital Square increased its United Parcel Service (UPS) stake by 28% in Q1 2026, buying an estimated $797K and bringing the position to 34,239 shares worth $3.66M. The position accounts for 1.69% of the portfolio, ranked #11.

Capital Square first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Capital Square held 34,239 shares of United Parcel Service worth $3.66M as of Q1 2026.
  • Capital Square bought 7,427 United Parcel Service shares in Q1 2026, an estimated $797K.
  • United Parcel Service made up 1.69% of Capital Square's portfolio in Q1 2026, its #11 holding.
  • Capital Square first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.