Checchi Capital Advisers’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
Q1 | $341K | Buy |
3,467
+928
| +37% | +$99.5K | 0.02% | 438 |
|
|
2025
Q4 | $252K | Sell |
2,539
-138
| -5% | -$12.9K | 0.01% | 474 |
|
|
2025
Q3 | $224K | Sell |
2,677
-960
| -26% | -$87K | 0.01% | 512 |
|
|
2025
Q2 | $367K | Sell |
3,637
-1,636
| -31% | -$161K | 0.02% | 406 |
|
|
2025
Q1 | $580K | Sell |
5,273
-182
| -3% | -$21.8K | 0.03% | 301 |
|
|
2024
Q4 | $688K | Buy |
5,455
+166
| +3% | +$21.8K | 0.04% | 259 |
|
|
2024
Q3 | $721K | Sell |
5,289
-334
| -6% | -$43.9K | 0.04% | 254 |
|
|
2024
Q2 | $770K | Sell |
5,623
-1,007
| -15% | -$144K | 0.04% | 227 |
|
|
2024
Q1 | $985K | Buy |
6,630
+451
| +7% | +$68.6K | 0.08% | 198 |
|
|
2023
Q4 | $972K | Sell |
6,179
-506
| -8% | -$76.5K | 0.08% | 188 |
|
|
2023
Q3 | $1.04M | Sell |
6,685
-918
| -12% | -$158K | 0.1% | 170 |
|
|
2023
Q2 | $1.36M | Buy |
7,603
+319
| +4% | +$56.6K | 0.12% | 137 |
|
|
2023
Q1 | $1.41M | Buy |
7,284
+220
| +3% | +$40.4K | 0.14% | 130 |
|
|
2022
Q4 | $1.23M | Sell |
7,064
-1,778
| -20% | -$308K | 0.13% | 136 |
|
|
2022
Q3 | $1.43M | Buy |
8,842
+420
| +5% | +$79.5K | 0.13% | 118 |
|
|
2022
Q2 | $1.64M | Buy |
8,422
+1,650
| +24% | +$301K | 0.14% | 117 |
|
|
2022
Q1 | $1.45M | Buy |
6,772
+430
| +7% | +$91.4K | 0.12% | 117 |
|
|
2021
Q4 | $1.36M | Sell |
6,342
-68
| -1% | -$13.8K | 0.12% | 127 |
|
|
2021
Q3 | $1.17M | Sell |
6,410
-239
| -4% | -$47.2K | 0.12% | 127 |
|
|
2021
Q2 | $1.38M | Sell |
6,649
-108
| -2% | -$21.6K | 0.14% | 123 |
|
|
2021
Q1 | $1.15M | Buy |
6,757
+301
| +5% | +$48.7K | 0.11% | 127 |
|
|
2020
Q4 | $1.09M | Sell |
6,456
-755
| -10% | -$127K | 0.11% | 126 |
|
|
2020
Q3 | $1.2M | Sell |
7,211
-194
| -3% | -$28.2K | 0.13% | 114 |
|
|
2020
Q2 | $823K | Buy |
7,405
+647
| +10% | +$64.6K | 0.1% | 136 |
|
|
2020
Q1 | $631K | Sell |
6,758
-127
| -2% | -$13.2K | 0.06% | 141 |
|
|
2019
Q4 | $806K | Buy |
6,885
+242
| +4% | +$28.6K | 0.11% | 132 |
|
|
2019
Q3 | $796K | Sell |
6,643
-27
| -0.4% | -$3.09K | 0.1% | 125 |
|
|
2019
Q2 | $689K | Buy |
6,670
+681
| +11% | +$70.8K | 0.09% | 144 |
|
|
2019
Q1 | $669K | Sell |
5,989
-283
| -5% | -$30K | 0.08% | 146 |
|
|
2018
Q4 | $612K | Sell |
6,272
-1,111
| -15% | -$120K | 0.08% | 144 |
|
|
2018
Q3 | $862K | Buy |
7,383
+137
| +2% | +$16.1K | 0.1% | 133 |
|
|
2018
Q2 | $770K | Buy |
7,246
+111
| +2% | +$12.5K | 0.1% | 136 |
|
|
2018
Q1 | $747K | Sell |
7,135
-46
| -0.6% | -$5.32K | 0.1% | 136 |
|
|
2017
Q4 | $856K | Buy |
7,181
+992
| +16% | +$117K | 0.11% | 112 |
|
|
2017
Q3 | $743K | Sell |
6,189
-727
| -11% | -$82.6K | 0.08% | 120 |
|
|
2017
Q2 | $765K | Sell |
6,916
-1,028
| -13% | -$110K | 0.08% | 117 |
|
|
2017
Q1 | $852K | Buy |
7,944
+501
| +7% | +$54.7K | 0.1% | 104 |
|
|
2016
Q4 | $853K | Buy |
7,443
+344
| +5% | +$38.8K | 0.12% | 105 |
|
|
2016
Q3 | $776K | Buy |
7,099
+473
| +7% | +$51.7K | 0.09% | 112 |
|
|
2016
Q2 | $714K | Buy |
6,626
+93
| +1% | +$9.68K | 0.08% | 111 |
|
|
2016
Q1 | $689K | Sell |
6,533
-95
| -1% | -$9.23K | 0.15% | 109 |
|
|
2015
Q4 | $638K | Buy |
6,628
+551
| +9% | +$56.3K | 0.16% | 122 |
|
|
2015
Q3 | $600K | Buy |
6,077
+381
| +7% | +$37.6K | 0.16% | 117 |
|
|
2015
Q2 | $552K | Sell |
5,696
-446
| -7% | -$44.3K | 0.15% | 133 |
|
|
2015
Q1 | $595K | Buy |
6,142
+695
| +13% | +$71.3K | 0.18% | 114 |
|
|
2014
Q4 | $606K | Buy |
5,447
+410
| +8% | +$43.3K | 0.23% | 97 |
|
|
2014
Q3 | $495K | Buy |
5,037
+1,634
| +48% | +$162K | 0.2% | 105 |
|
|
2014
Q2 | $349K | Buy |
3,403
+646
| +23% | +$64.9K | 0.16% | 119 |
|
|
2014
Q1 | $268K | Buy |
2,757
+351
| +15% | +$34.2K | 0.16% | 123 |
|
|
2013
Q4 | $253K | Buy |
+2,406
| New | +$237K | 0.2% | 108 |
|
Other funds holding UPS
VCM
VPM
Checchi Capital Advisers's UPS Position: Q1 2026 in Review
Checchi Capital Advisers increased its United Parcel Service (UPS) stake by 37% in Q1 2026, buying an estimated $99.5K and bringing the position to 3,467 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #438.
Checchi Capital Advisers first reported a position in UPS in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.64M in Q2 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Checchi Capital Advisers held 3,467 shares of United Parcel Service worth $341K as of Q1 2026.
- Checchi Capital Advisers bought 928 United Parcel Service shares in Q1 2026, an estimated $99.5K.
- United Parcel Service made up 0.02% of Checchi Capital Advisers's portfolio in Q1 2026, its #438 holding.
- Checchi Capital Advisers first reported a position in United Parcel Service in Q4 2013 and has held it in 50 quarters since.
- Checchi Capital Advisers's United Parcel Service position peaked at $1.64M in Q2 2022.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.