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CoreCap Advisors’s United Parcel Service UPS Stock Holding History

CoreCap 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
Q2 		$1.31M Buy
12,153
+1,475
+14% +$153K 0.04% 337
2026
Q1 		$1.05M Buy
10,678
+20
+0.2% +$2.15K 0.04% 361
2025
Q4 		$1.06M Sell
10,658
-69
-0.6% -$6.45K 0.04% 354
2025
Q3 		$896K Sell
10,727
-944
-8% -$85.5K 0.03% 396
2025
Q2 		$1.18M Buy
11,671
+2,800
+32% +$275K 0.05% 323
2025
Q1 		$976K Sell
8,871
-1,115
-11% -$133K 0.04% 336
2024
Q4 		$1.26M Buy
9,986
+5,179
+108% +$682K 0.06% 297
2024
Q3 		$655K Buy
+4,807
New +$631K 0.03% 407
2024
Q2 		– Sell
-3,630
Closed -$540K – 2527
2024
Q1 		$540K Sell
3,630
-10,370
-74% -$1.58M 0.03% 383
2023
Q4 		$2.2M Buy
14,000
+11,370
+432% +$1.72M 0.14% 137
2023
Q3 		$410K Buy
2,630
+232
+10% +$40K 0.03% 355
2023
Q2 		$430K Buy
+2,398
New +$426K 0.03% 377
2022
Q4 		$329K Sell
1,889
-5,658
-75% -$979K 0.02% 434
2022
Q3 		$1.22M Buy
7,547
+5,799
+332% +$1.1M 0.1% 184
2022
Q2 		$319K Sell
1,748
-148
-8% -$27K 0.02% 413
2022
Q1 		$407K Buy
1,896
+363
+24% +$77.1K 0.03% 351
2021
Q4 		$329K Buy
+1,533
New +$312K 0.02% 425

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CoreCap Advisors's UPS Position: Q2 2026 in Review

CoreCap Advisors increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $153K and bringing the position to 12,153 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #337.

CoreCap Advisors first reported a position in UPS in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.2M in Q4 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • CoreCap Advisors held 12,153 shares of United Parcel Service worth $1.31M as of Q2 2026.
  • CoreCap Advisors bought 1,475 United Parcel Service shares in Q2 2026, an estimated $153K.
  • United Parcel Service made up 0.04% of CoreCap Advisors's portfolio in Q2 2026, its #337 holding.
  • CoreCap Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's United Parcel Service position peaked at $2.2M in Q4 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.