Capstone Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $358K | Buy |
+3,329
| New | +$346K | ﹤0.01% | 1377 |
|
|
2026
Q1 | – | Sell |
-4,354
| Closed | -$467K | – | 1862 |
|
|
2025
Q4 | $432K | Sell |
4,354
-58,196
| -93% | -$5.44M | ﹤0.01% | 1199 |
|
|
2025
Q3 | $5.22M | Sell |
62,550
-28,200
| -31% | -$2.55M | 0.01% | 458 |
|
|
2025
Q2 | $9.16M | Buy |
90,750
+9,461
| +12% | +$931K | 0.02% | 268 |
|
|
2025
Q1 | $8.94M | Sell |
81,289
-40,932
| -33% | -$4.89M | 0.02% | 326 |
|
|
2024
Q4 | $15.4M | Buy |
122,221
+33,570
| +38% | +$4.42M | 0.04% | 271 |
|
|
2024
Q3 | $12.1M | Buy |
88,651
+1,877
| +2% | +$246K | 0.04% | 262 |
|
|
2024
Q2 | $11.9M | Buy |
86,774
+27,623
| +47% | +$3.95M | 0.04% | 277 |
|
|
2024
Q1 | $8.79M | Buy |
59,151
+23,573
| +66% | +$3.58M | 0.03% | 302 |
|
|
2023
Q4 | $5.59M | Sell |
35,578
-20,133
| -36% | -$3.04M | 0.02% | 499 |
|
|
2023
Q3 | $8.68M | Buy |
55,711
+38,808
| +230% | +$6.7M | 0.04% | 308 |
|
|
2023
Q2 | $3.03M | Buy |
16,903
+5,765
| +52% | +$1.02M | 0.02% | 517 |
|
|
2023
Q1 | $2.16M | Sell |
11,138
-5,516
| -33% | -$1.01M | 0.01% | 574 |
|
|
2022
Q4 | $2.9M | Sell |
16,654
-4,539
| -21% | -$786K | 0.02% | 582 |
|
|
2022
Q3 | $3.42M | Buy |
21,193
+17,074
| +415% | +$3.23M | 0.02% | 529 |
|
|
2022
Q2 | $752K | Sell |
4,119
-16,388
| -80% | -$2.99M | ﹤0.01% | 1107 |
|
|
2022
Q1 | $4.4M | Buy |
20,507
+19,835
| +2,952% | +$4.21M | 0.01% | 751 |
|
|
2021
Q4 | $144K | Sell |
672
-70,946
| -99% | -$14.4M | ﹤0.01% | 1597 |
|
|
2021
Q3 | $13M | Buy |
+71,618
| New | +$14.1M | 0.03% | 537 |
|
|
2021
Q1 | – | Sell |
-21,787
| Closed | -$3.52M | – | 1946 |
|
|
2020
Q4 | $3.67M | Buy |
21,787
+11,549
| +113% | +$1.95M | 0.01% | 693 |
|
|
2020
Q3 | $1.71M | Buy |
+10,238
| New | +$1.49M | 0.01% | 865 |
|
|
2020
Q1 | – | Sell |
-46,273
| Closed | -$4.79M | – | 1390 |
|
|
2019
Q4 | $5.42M | Buy |
46,273
+32,479
| +235% | +$3.84M | 0.03% | 531 |
|
|
2019
Q3 | $1.65M | Sell |
13,794
-32,926
| -70% | -$3.76M | 0.01% | 784 |
|
|
2019
Q2 | $4.83M | Buy |
46,720
+41,294
| +761% | +$4.29M | 0.03% | 471 |
|
|
2019
Q1 | $606K | Sell |
5,426
-8,633
| -61% | -$916K | 0.01% | 954 |
|
|
2018
Q4 | $1.37M | Buy |
14,059
+9,888
| +237% | +$1.07M | 0.02% | 529 |
|
|
2018
Q3 | $487K | Sell |
4,171
-965
| -19% | -$114K | 0.01% | 803 |
|
|
2018
Q2 | $546K | Buy |
+5,136
| New | +$577K | 0.01% | 474 |
|
|
2018
Q1 | – | Sell |
-4,022
| Closed | -$479K | – | 547 |
|
|
2017
Q4 | $479K | Buy |
+4,022
| New | +$473K | 0.01% | 277 |
|
|
2017
Q3 | – | Sell |
-6,805
| Closed | -$752K | – | 742 |
|
|
2017
Q2 | $752K | Buy |
6,805
+3,609
| +113% | +$386K | 0.02% | 361 |
|
|
2017
Q1 | $342K | Sell |
3,196
-20,091
| -86% | -$2.2M | 0.01% | 681 |
|
|
2016
Q4 | $2.67M | Buy |
+23,287
| New | +$2.62M | 0.08% | 224 |
|
|
2016
Q2 | – | Sell |
-5,300
| Closed | -$558K | – | 855 |
|
|
2016
Q1 | $558K | Buy |
+5,300
| New | +$515K | 0.02% | 405 |
|
|
2015
Q1 | – | Sell |
-28,830
| Closed | -$3.21M | – | 340 |
|
|
2014
Q4 | $3.21M | Buy |
+28,830
| New | +$3.04M | 0.05% | 196 |
|
Other funds holding UPS
Capstone Investment Advisors's UPS Position: Q2 2026 in Review
Capstone Investment Advisors opened a new position in United Parcel Service (UPS) in Q2 2026: 3,329 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #1377 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in UPS as recently as Q4 2025.
Capstone Investment Advisors first reported a position in UPS in Q4 2014 and has held it in 34 quarters since. The position peaked at $15.4M in Q4 2024. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Capstone Investment Advisors held 3,329 shares of United Parcel Service worth $358K as of Q2 2026.
- United Parcel Service was a new Capstone Investment Advisors position in Q2 2026.
- United Parcel Service made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1377 holding.
- Capstone Investment Advisors first reported a position in United Parcel Service in Q4 2014 and has held it in 34 quarters since.
- Capstone Investment Advisors's United Parcel Service position peaked at $15.4M in Q4 2024.
- 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.