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 		$17.8M Sell
180,500
-40,900
-18% -$4.39M 0.03% 193
2025
Q4 		$22M Buy
221,400
+34,900
+19% +$3.26M 0.04% 169
2025
Q3 		$15.6M Buy
186,500
+69,000
+59% +$6.25M 0.03% 247
2025
Q2 		$11.9M Sell
117,500
-27,200
-19% -$2.68M 0.03% 215
2025
Q1 		$15.9M Sell
144,700
-86,700
-37% -$10.4M 0.04% 215
2024
Q4 		$29.2M Buy
231,400
+79,200
+52% +$10.4M 0.07% 161
2024
Q3 		$20.8M Sell
152,200
-1,700
-1% -$223K 0.06% 175
2024
Q2 		$21.1M Buy
153,900
+22,600
+17% +$3.24M 0.07% 182
2024
Q1 		$19.5M Sell
131,300
-111,400
-46% -$16.9M 0.07% 179
2023
Q4 		$38.2M Buy
242,700
+86,500
+55% +$13.1M 0.11% 127
2023
Q3 		$24.3M Buy
156,200
+21,100
+16% +$3.64M 0.11% 125
2023
Q2 		$24.2M Buy
135,100
+14,400
+12% +$2.56M 0.12% 115
2023
Q1 		$23.4M Buy
120,700
+87,800
+267% +$16.1M 0.12% 113
2022
Q4 		$5.72M Sell
32,900
-14,100
-30% -$2.44M 0.04% 351
2022
Q3 		$7.59M Sell
47,000
-9,600
-17% -$1.82M 0.05% 295
2022
Q2 		$10.3M Sell
56,600
-205,100
-78% -$37.4M 0.05% 254
2022
Q1 		$56.1M Sell
261,700
-488,200
-65% -$104M 0.15% 95
2021
Q4 		$161M Buy
749,900
+87,600
+13% +$17.8M 0.27% 73
2021
Q3 		$121M Buy
662,300
+42,000
+7% +$8.29M 0.24% 82
2021
Q2 		$129M Buy
620,300
+154,100
+33% +$30.8M 0.29% 75
2021
Q1 		$79.2M Buy
466,200
+67,800
+17% +$11M 0.23% 87
2020
Q4 		$67.1M Buy
398,400
+79,200
+25% +$13.4M 0.22% 82
2020
Q3 		$53.2M Buy
319,200
+167,200
+110% +$24.3M 0.27% 68
2020
Q2 		$16.9M Buy
152,000
+12,000
+9% +$1.2M 0.11% 159
2020
Q1 		$13.1M Sell
140,000
-229,800
-62% -$23.8M 0.21% 90
2019
Q4 		$43.3M Buy
369,800
+40,000
+12% +$4.74M 0.23% 96
2019
Q3 		$39.5M Buy
329,800
+153,600
+87% +$17.6M 0.27% 76
2019
Q2 		$18.2M Buy
176,200
+49,000
+39% +$5.1M 0.13% 174
2019
Q1 		$14.2M Buy
127,200
+54,200
+74% +$5.75M 0.13% 163
2018
Q4 		$7.12M Buy
73,000
+17,300
+31% +$1.88M 0.09% 183
2018
Q3 		$6.5M Buy
55,700
+38,800
+230% +$4.57M 0.07% 208
2018
Q2 		$1.79M Buy
+16,900
New +$1.9M 0.03% 294
2017
Q2 		– Sell
-4,400
Closed -$471K – 944
2017
Q1 		$471K Sell
4,400
-3,900
-47% -$426K 0.01% 615
2016
Q4 		$950K Buy
+8,300
New +$935K 0.03% 436
2013
Q4 		– Sell
-33,600
Closed -$3.07M – 568
2013
Q3 		$3.07M Sell
33,600
-23,900
-42% -$2.1M 0.03% 269
2013
Q2 		$4.97M Buy
+57,500
New +$4.93M 0.05% 139

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. 2,098 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.
  • 2,098 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.