Capstone Financial Advisors’s United Parcel Service UPS Stock Holding History

Capstone Financial 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	–	Sell	-2,027	Closed	-$201K	–	202
2025 Q4	$201K	Sell	2,027 -1,010	-33%	-$94.5K	0.01%	172
2025 Q3	$254K	Buy	+3,037	New	+$275K	0.01%	151
2018 Q1	–	Sell	-1,715	Closed	-$204K	–	101
2017 Q4	$204K	Hold	1,715	–	–	0.08%	72
2017 Q3	$206K	Buy	+1,715	New	+$195K	0.09%	67
2017 Q1	–	Sell	-1,845	Closed	-$212K	–	79
2016 Q4	$212K	Sell	1,845 -65	-3%	-$7.32K	0.1%	59
2016 Q3	$209K	Buy	+1,910	New	+$209K	0.11%	59

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

Capstone Financial Advisors's UPS Position: Q1 2026 in Review

Capstone Financial Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,027 shares — an estimated $201K sold.

Capstone Financial Advisors first reported a position in UPS in Q3 2016 and held it in 6 quarters. The position peaked at $254K in Q3 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Capstone Financial Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Capstone Financial Advisors sold 2,027 United Parcel Service shares in Q1 2026, an estimated $201K.
Capstone Financial Advisors first reported a position in United Parcel Service in Q3 2016 and held it in 6 quarters.
Capstone Financial Advisors's United Parcel Service position peaked at $254K in Q3 2025.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.