Elevated Capital Advisors
UPS icon

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
Q3 		$271K Sell
2,896
-269
-8% -$28.2K 0.09% 138
2026
Q2 		$340K Sell
3,165
-2,288
-42% -$238K 0.09% 186
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% +$8.28K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Elevated Capital Advisors's UPS Position: Q3 2026 in Review

Elevated Capital Advisors reduced its United Parcel Service (UPS) stake by 8.5% in Q3 2026, selling an estimated $28.2K and leaving 2,896 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #138.

Elevated Capital Advisors first reported a position in UPS in Q1 2019 and has held it in 18 quarters since. The position peaked at $676K in Q1 2019. 1,213 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Elevated Capital Advisors held 2,896 shares of United Parcel Service worth $271K as of Q3 2026.
  • Elevated Capital Advisors sold 269 United Parcel Service shares in Q3 2026, an estimated $28.2K.
  • United Parcel Service made up 0.09% of Elevated Capital Advisors's portfolio in Q3 2026, its #138 holding.
  • Elevated Capital Advisors first reported a position in United Parcel Service in Q1 2019 and has held it in 18 quarters since.
  • Elevated Capital Advisors's United Parcel Service position peaked at $676K in Q1 2019.
  • 1,213 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.