Certified Advisory Corp’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 | $224K | Sell |
2,080
-36
| -2% | -$3.74K | 0.02% | 303 |
|
|
2026
Q1 | $208K | Buy |
2,116
+20
| +1% | +$2.15K | 0.02% | 307 |
|
|
2025
Q4 | $208K | Buy |
+2,096
| New | +$196K | 0.02% | 310 |
|
|
2025
Q3 | – | Sell |
-2,061
| Closed | -$208K | – | 325 |
|
|
2025
Q2 | $208K | Buy |
2,061
+70
| +4% | +$6.89K | 0.02% | 295 |
|
|
2025
Q1 | $219K | Buy |
1,991
+15
| +0.8% | +$1.79K | 0.02% | 281 |
|
|
2024
Q4 | $249K | Sell |
1,976
-16
| -0.8% | -$2.11K | 0.03% | 260 |
|
|
2024
Q3 | $272K | Sell |
1,992
-92
| -4% | -$12.1K | 0.03% | 256 |
|
|
2024
Q2 | $285K | Buy |
2,084
+128
| +7% | +$18.3K | 0.04% | 241 |
|
|
2024
Q1 | $291K | Buy |
1,956
+33
| +2% | +$5.02K | 0.04% | 227 |
|
|
2023
Q4 | $302K | Sell |
1,923
-21,132
| -92% | -$3.2M | 0.05% | 219 |
|
|
2023
Q3 | $401K | Buy |
23,055
+20,632
| +852% | +$3.56M | 0.07% | 166 |
|
|
2023
Q2 | $434K | Sell |
2,423
-116
| -5% | -$20.6K | 0.08% | 161 |
|
|
2023
Q1 | $493K | Buy |
2,539
+539
| +27% | +$98.9K | 0.09% | 166 |
|
|
2022
Q4 | $348K | Buy |
2,000
+118
| +6% | +$20.4K | 0.07% | 178 |
|
|
2022
Q3 | $304K | Buy |
1,882
+140
| +8% | +$26.5K | 0.07% | 178 |
|
|
2022
Q2 | $318K | Buy |
1,742
+3
| +0.2% | +$547 | 0.07% | 173 |
|
|
2022
Q1 | $373K | Buy |
1,739
+2
| +0.1% | +$425 | 0.08% | 168 |
|
|
2021
Q4 | $372K | Buy |
1,737
+1
| +0.1% | +$203 | 0.08% | 174 |
|
|
2021
Q3 | $316K | Buy |
1,736
+16
| +0.9% | +$3.16K | 0.08% | 173 |
|
|
2021
Q2 | $358K | Buy |
1,720
+28
| +2% | +$5.6K | 0.09% | 168 |
|
|
2021
Q1 | $288K | Buy |
+1,692
| New | +$274K | 0.07% | 174 |
|
|
2020
Q2 | $174K | Buy |
1,568
+3
| +0.2% | +$299 | 0.06% | 187 |
|
|
2020
Q1 | $146K | Buy |
1,565
+3
| +0.2% | +$311 | 0.06% | 184 |
|
|
2019
Q4 | $183K | Buy |
1,562
+26
| +2% | +$3.08K | 0.06% | 189 |
|
|
2019
Q3 | $184K | Buy |
1,536
+2
| +0.1% | +$229 | 0.06% | 189 |
|
|
2019
Q2 | $158K | Sell |
1,534
-90
| -6% | -$9.36K | 0.06% | 188 |
|
|
2019
Q1 | $181K | Buy |
1,624
+727
| +81% | +$77.1K | 0.08% | 168 |
|
|
2018
Q4 | $87K | Buy |
897
+2
| +0.2% | +$217 | 0.05% | 211 |
|
|
2018
Q3 | $105K | Buy |
895
+1
| +0.1% | +$118 | 0.05% | 200 |
|
|
2018
Q2 | $95K | Buy |
894
+2
| +0.2% | +$225 | 0.05% | 200 |
|
|
2018
Q1 | $93K | Buy |
892
+702
| +369% | +$81.1K | 0.06% | 202 |
|
|
2017
Q4 | $22K | Buy |
+190
| New | +$22.3K | 0.02% | 356 |
|
Other funds holding UPS
Certified Advisory Corp's UPS Position: Q2 2026 in Review
Certified Advisory Corp reduced its United Parcel Service (UPS) stake by 1.7% in Q2 2026, selling an estimated $3.74K and leaving 2,080 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #303.
Certified Advisory Corp first reported a position in UPS in Q4 2017 and has held it in 32 quarters since. The position peaked at $493K in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Certified Advisory Corp held 2,080 shares of United Parcel Service worth $224K as of Q2 2026.
- Certified Advisory Corp sold 36 United Parcel Service shares in Q2 2026, an estimated $3.74K.
- United Parcel Service made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #303 holding.
- Certified Advisory Corp first reported a position in United Parcel Service in Q4 2017 and has held it in 32 quarters since.
- Certified Advisory Corp's United Parcel Service position peaked at $493K in Q1 2023.
- 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.