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Elevated Capital Advisors’s United Parcel Service UPS Stock Holding History

Elevated Capital 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 		$536K Buy
5,453
+757
+16% +$81.2K 0.14% 169
2025
Q4 		$466K Sell
4,696
-381
-8% -$35.6K 0.11% 203
2025
Q3 		$424K Buy
5,077
+234
+5% +$21.2K 0.11% 211
2025
Q2 		$533K Hold
4,843
– – 0.15% 185
2025
Q1 		$533K Sell
4,843
-12
-0.2% -$1.44K 0.15% 185
2024
Q4 		$612K Buy
4,855
+417
+9% +$54.9K 0.17% 171
2024
Q3 		$605K Buy
4,438
+364
+9% +$47.8K 0.16% 189
2024
Q2 		$557K Buy
4,074
+593
+17% +$84.9K 0.16% 166
2024
Q1 		$517K Buy
3,481
+338
+11% +$51.4K 0.15% 133
2023
Q4 		$494K Buy
3,143
+477
+18% +$72.1K 0.15% 130
2023
Q3 		$416K Buy
2,666
+48
+2% +$8.29K 0.14% 133
2023
Q2 		$469K Buy
2,618
+189
+8% +$33.6K 0.16% 137
2023
Q1 		$471K Buy
2,429
+39
+2% +$7.15K 0.17% 127
2022
Q4 		$415K Buy
+2,390
New +$414K 0.16% 125
2019
Q4 		$364K Buy
+3,106
New +$368K 0.4% 74
2019
Q1 		$676K Buy
+6,761
New +$717K 0.45% 83

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

Elevated Capital Advisors's UPS Position: Q1 2026 in Review

Elevated Capital Advisors increased its United Parcel Service (UPS) stake by 16% in Q1 2026, buying an estimated $81.2K and bringing the position to 5,453 shares worth $536K. The position accounts for 0.14% of the portfolio, ranked #169.

Elevated Capital Advisors first reported a position in UPS in Q1 2019 and has held it in 16 quarters since. The position peaked at $676K in Q1 2019. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Elevated Capital Advisors held 5,453 shares of United Parcel Service worth $536K as of Q1 2026.
  • Elevated Capital Advisors bought 757 United Parcel Service shares in Q1 2026, an estimated $81.2K.
  • United Parcel Service made up 0.14% of Elevated Capital Advisors's portfolio in Q1 2026, its #169 holding.
  • Elevated Capital Advisors first reported a position in United Parcel Service in Q1 2019 and has held it in 16 quarters since.
  • Elevated Capital Advisors's United Parcel Service position peaked at $676K in Q1 2019.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.