Capstone Investment Advisors
UPS icon

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

Capstone Investment 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
-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

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

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

Capstone Investment Advisors sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 4,354 shares — an estimated $467K sold.

Capstone Investment Advisors first reported a position in UPS in Q4 2014 and held it in 33 quarters. The position peaked at $15.4M in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Capstone Investment Advisors reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,354 United Parcel Service shares in Q1 2026, an estimated $467K.
  • Capstone Investment Advisors first reported a position in United Parcel Service in Q4 2014 and held it in 33 quarters.
  • Capstone Investment Advisors's United Parcel Service position peaked at $15.4M in Q4 2024.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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