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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
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% +$8.29K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Elevated Capital Advisors's UPS Position: Q2 2026 in Review

Elevated Capital Advisors reduced its United Parcel Service (UPS) stake by 42% in Q2 2026, selling an estimated $238K and leaving 3,165 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #186.

Elevated Capital Advisors first reported a position in UPS in Q1 2019 and has held it in 17 quarters since. The position peaked at $676K in Q1 2019. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Elevated Capital Advisors held 3,165 shares of United Parcel Service worth $340K as of Q2 2026.
  • Elevated Capital Advisors sold 2,288 United Parcel Service shares in Q2 2026, an estimated $238K.
  • United Parcel Service made up 0.09% of Elevated Capital Advisors's portfolio in Q2 2026, its #186 holding.
  • Elevated Capital Advisors first reported a position in United Parcel Service in Q1 2019 and has held it in 17 quarters since.
  • Elevated Capital Advisors's United Parcel Service position peaked at $676K in Q1 2019.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.