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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
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

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 $3.37T AUM 44.26% 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 Square's UPS Position: Q2 2026 in Review

Capital Square reduced its United Parcel Service (UPS) stake by 9.8% in Q2 2026, selling an estimated $349K and leaving 30,877 shares worth $3.47M. The position accounts for 1.53% of the portfolio, ranked #12.

Capital Square first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.66M in Q1 2026. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Capital Square held 30,877 shares of United Parcel Service worth $3.47M as of Q2 2026.
  • Capital Square sold 3,362 United Parcel Service shares in Q2 2026, an estimated $349K.
  • United Parcel Service made up 1.53% of Capital Square's portfolio in Q2 2026, its #12 holding.
  • Capital Square first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Capital Square's United Parcel Service position peaked at $3.66M in Q1 2026.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.