Clearstead 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 | $3.19M | Buy |
29,701
+8
| +0% | +$832 | 0.03% | 313 |
|
|
2026
Q1 | $2.92M | Sell |
29,693
-2,791
| -9% | -$299K | 0.03% | 302 |
|
|
2025
Q4 | $3.22M | Buy |
32,484
+14,967
| +85% | +$1.4M | 0.04% | 259 |
|
|
2025
Q3 | $1.46M | Sell |
17,517
-8,694
| -33% | -$787K | 0.02% | 371 |
|
|
2025
Q2 | $2.65M | Sell |
26,211
-788
| -3% | -$77.5K | 0.04% | 275 |
|
|
2025
Q1 | $2.97M | Buy |
26,999
+10,381
| +62% | +$1.24M | 0.05% | 244 |
|
|
2024
Q4 | $2.1M | Buy |
16,618
+241
| +1% | +$31.7K | 0.03% | 288 |
|
|
2024
Q3 | $2.23M | Sell |
16,377
-823
| -5% | -$108K | 0.03% | 281 |
|
|
2024
Q2 | $2.35M | Buy |
17,200
+2,693
| +19% | +$386K | 0.04% | 258 |
|
|
2024
Q1 | $2.18M | Buy |
14,507
+204
| +1% | +$31K | 0.11% | 147 |
|
|
2023
Q4 | $2.25M | Sell |
14,303
-18,333
| -56% | -$2.77M | 0.12% | 140 |
|
|
2023
Q3 | $5.09M | Buy |
32,636
+16,858
| +107% | +$2.91M | 0.15% | 116 |
|
|
2023
Q2 | $2.83M | Buy |
15,778
+3,590
| +29% | +$637K | 0.17% | 102 |
|
|
2023
Q1 | $2.36M | Buy |
12,188
+3,492
| +40% | +$641K | 0.17% | 103 |
|
|
2022
Q4 | $1.51M | Sell |
8,696
-468
| -5% | -$81K | 0.12% | 139 |
|
|
2022
Q3 | $1.48M | Buy |
9,164
+95
| +1% | +$18K | 0.14% | 135 |
|
|
2022
Q2 | $1.66M | Sell |
9,069
-26
| -0.3% | -$4.74K | 0.13% | 132 |
|
|
2022
Q1 | $1.95M | Buy |
9,095
+781
| +9% | +$166K | 0.13% | 133 |
|
|
2021
Q4 | $1.78M | Sell |
8,314
-106
| -1% | -$21.6K | 0.12% | 136 |
|
|
2021
Q3 | $1.53M | Sell |
8,420
-56
| -0.7% | -$11.1K | 0.11% | 137 |
|
|
2021
Q2 | $1.76M | Buy |
8,476
+523
| +7% | +$105K | 0.14% | 118 |
|
|
2021
Q1 | $1.35M | Sell |
7,953
-276
| -3% | -$44.6K | 0.11% | 139 |
|
|
2020
Q4 | $1.39M | Buy |
8,229
+35
| +0.4% | +$5.91K | 0.13% | 129 |
|
|
2020
Q3 | $1.36M | Sell |
8,194
-254
| -3% | -$37K | 0.15% | 113 |
|
|
2020
Q2 | $939K | Buy |
8,448
+604
| +8% | +$60.3K | 0.11% | 139 |
|
|
2020
Q1 | $733K | Sell |
7,844
-1,311
| -14% | -$136K | 0.11% | 131 |
|
|
2019
Q4 | $1.07M | Buy |
9,155
+598
| +7% | +$70.8K | 0.13% | 124 |
|
|
2019
Q3 | $1.02M | Sell |
8,557
-266
| -3% | -$30.4K | 0.14% | 118 |
|
|
2019
Q2 | $911K | Sell |
8,823
-1,044
| -11% | -$109K | 0.12% | 121 |
|
|
2019
Q1 | $1.1M | Buy |
9,867
+482
| +5% | +$51.1K | 0.15% | 109 |
|
|
2018
Q4 | $915K | Buy |
9,385
+558
| +6% | +$60.5K | 0.14% | 122 |
|
|
2018
Q3 | $1.03M | Sell |
8,827
-202
| -2% | -$23.8K | 0.14% | 110 |
|
|
2018
Q2 | $959K | Sell |
9,029
-392
| -4% | -$44K | 0.14% | 107 |
|
|
2018
Q1 | $986K | Buy |
9,421
+1,214
| +15% | +$140K | 0.14% | 106 |
|
|
2017
Q4 | $978K | Sell |
8,207
-292
| -3% | -$34.3K | 0.13% | 107 |
|
|
2017
Q3 | $1.02M | Sell |
8,499
-599
| -7% | -$68.1K | 0.13% | 117 |
|
|
2017
Q2 | $1.01M | Sell |
9,098
-49
| -0.5% | -$5.24K | 0.15% | 104 |
|
|
2017
Q1 | $981K | Buy |
9,147
+426
| +5% | +$46.5K | 0.14% | 103 |
|
|
2016
Q4 | $1M | Buy |
+8,721
| New | +$983K | 0.16% | 92 |
|
Other funds holding UPS
Clearstead Advisors's UPS Position: Q2 2026 in Review
Clearstead Advisors increased its United Parcel Service (UPS) stake by 0.03% in Q2 2026, buying an estimated $832 and bringing the position to 29,701 shares worth $3.19M. The position accounts for 0.03% of the portfolio, ranked #313.
Clearstead Advisors first reported a position in UPS in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.09M in Q3 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Clearstead Advisors held 29,701 shares of United Parcel Service worth $3.19M as of Q2 2026.
- Clearstead Advisors bought 8 United Parcel Service shares in Q2 2026, an estimated $832.
- United Parcel Service made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #313 holding.
- Clearstead Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 39 quarters since.
- Clearstead Advisors's United Parcel Service position peaked at $5.09M in Q3 2023.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.