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

FLC 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 		$1.9M Sell
17,683
-1,086
-6% -$113K 0.31% 58
2026
Q1 		$1.85M Sell
18,769
-1,978
-10% -$212K 0.33% 54
2025
Q4 		$2.06M Buy
20,747
+771
+4% +$72.1K 0.38% 51
2025
Q3 		$1.67M Buy
19,976
+6,159
+45% +$558K 0.32% 51
2025
Q2 		$1.39M Buy
13,817
+10,935
+379% +$1.08M 0.29% 57
2025
Q1 		$317K Buy
2,882
+310
+12% +$37.1K 0.07% 141
2024
Q4 		$324K Sell
2,572
-40
-2% -$5.26K 0.07% 133
2024
Q3 		$356K Buy
2,612
+615
+31% +$80.7K 0.08% 125
2024
Q2 		$273K Hold
1,997
– – 0.07% 131
2024
Q1 		$297K Sell
1,997
-181
-8% -$27.5K 0.08% 125
2023
Q4 		$342K Buy
2,178
+387
+22% +$58.5K 0.09% 113
2023
Q3 		$279K Hold
1,791
– – 0.08% 123
2023
Q2 		$321K Hold
1,791
– – 0.09% 116
2023
Q1 		$347K Hold
1,791
– – 0.11% 110
2022
Q4 		$311K Buy
1,791
+295
+20% +$51.1K 0.1% 124
2022
Q3 		$242K Buy
+1,496
New +$283K 0.08% 138
2020
Q2 		– Sell
-2,335
Closed -$217K – 135
2020
Q1 		$217K Buy
+2,335
New +$242K 0.1% 104

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

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

FLC Capital Advisors reduced its United Parcel Service (UPS) stake by 5.8% in Q2 2026, selling an estimated $113K and leaving 17,683 shares worth $1.9M. The position accounts for 0.31% of the portfolio, ranked #58.

FLC Capital Advisors first reported a position in UPS in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.06M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • FLC Capital Advisors held 17,683 shares of United Parcel Service worth $1.9M as of Q2 2026.
  • FLC Capital Advisors sold 1,086 United Parcel Service shares in Q2 2026, an estimated $113K.
  • United Parcel Service made up 0.31% of FLC Capital Advisors's portfolio in Q2 2026, its #58 holding.
  • FLC Capital Advisors first reported a position in United Parcel Service in Q1 2020 and has held it in 17 quarters since.
  • FLC Capital Advisors's United Parcel Service position peaked at $2.06M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on FLC Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.