Fortis Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $783K | Buy |
7,955
+1,014
| +15% | +$109K | 0.39% | 45 |
|
|
2025
Q4 | $688K | Buy |
6,941
+1,516
| +28% | +$142K | 0.37% | 46 |
|
|
2025
Q3 | $453K | Sell |
5,425
-1,483
| -21% | -$134K | 0.25% | 69 |
|
|
2025
Q2 | $697K | Buy |
6,908
+15
| +0.2% | +$1.48K | 0.45% | 42 |
|
|
2025
Q1 | $758K | Buy |
6,893
+13
| +0.2% | +$1.55K | 0.49% | 37 |
|
|
2024
Q4 | $868K | Buy |
6,880
+11
| +0.2% | +$1.45K | 0.57% | 34 |
|
|
2024
Q3 | $937K | Sell |
6,869
-3,894
| -36% | -$511K | 0.61% | 35 |
|
|
2024
Q2 | $1.47M | Sell |
10,763
-5,490
| -34% | -$786K | 1.04% | 26 |
|
|
2024
Q1 | $2.42M | Sell |
16,253
-1,291
| -7% | -$196K | 1.62% | 21 |
|
|
2023
Q4 | $2.76M | Buy |
17,544
+9
| +0.1% | +$1.36K | 1.97% | 16 |
|
|
2023
Q3 | $2.73M | Buy |
+17,535
| New | +$3.03M | 2.06% | 16 |
|
|
2023
Q2 | – | Sell |
-18,183
| Closed | -$3.53M | – | 242 |
|
|
2023
Q1 | $3.53M | Buy |
18,183
+7
| +0% | +$1.28K | 2.3% | 14 |
|
|
2022
Q4 | $3.16M | Buy |
18,176
+7
| +0% | +$1.21K | 2.41% | 12 |
|
|
2022
Q3 | $2.94M | Sell |
18,169
-270
| -1% | -$51.1K | 2.1% | 14 |
|
|
2022
Q2 | $3.37M | Buy |
18,439
+7
| +0% | +$1.28K | 2.23% | 15 |
|
|
2022
Q1 | $3.95M | Buy |
18,432
+5
| +0% | +$1.06K | 2.17% | 14 |
|
|
2021
Q4 | $3.95M | Buy |
18,427
+4
| +0% | +$814 | 2.29% | 13 |
|
|
2021
Q3 | $3.35M | Buy |
18,423
+4
| +0% | +$790 | 2.05% | 15 |
|
|
2021
Q2 | $3.83M | Sell |
18,419
-200
| -1% | -$40K | 2.21% | 12 |
|
|
2021
Q1 | $3.17M | Buy |
18,619
+5
| +0% | +$809 | 2.25% | 13 |
|
|
2020
Q4 | $3.13M | Sell |
18,614
-581
| -3% | -$98.1K | 2.77% | 13 |
|
|
2020
Q3 | $3.2M | Sell |
19,195
-895
| -4% | -$130K | 2.99% | 12 |
|
|
2020
Q2 | $2.23M | Buy |
20,090
+8
| +0% | +$799 | 2.21% | 11 |
|
|
2020
Q1 | $1.88M | Buy |
20,082
+8
| +0% | +$829 | 1.26% | 16 |
|
|
2019
Q4 | $2.35M | Buy |
20,074
+6
| +0% | +$710 | 1.42% | 14 |
|
|
2019
Q3 | $2.4M | Buy |
20,068
+6
| +0% | +$686 | 1.13% | 15 |
|
|
2019
Q2 | $2.07M | Buy |
20,062
+7
| +0% | +$728 | 1.01% | 15 |
|
|
2019
Q1 | $2.24M | Sell |
20,055
-1,494
| -7% | -$158K | 1.18% | 13 |
|
|
2018
Q4 | $2.1M | Buy |
21,549
+6
| +0% | +$650 | 1.27% | 13 |
|
|
2018
Q3 | $2.52M | Buy |
21,543
+6
| +0% | +$706 | 1.41% | 15 |
|
|
2018
Q2 | $2.29M | Buy |
21,537
+5
| +0% | +$562 | 1.31% | 16 |
|
|
2018
Q1 | $2.25M | Buy |
21,532
+6
| +0% | +$694 | 1.24% | 16 |
|
|
2017
Q4 | $2.56M | Buy |
21,526
+4
| +0% | +$470 | 1.57% | 7 |
|
|
2017
Q3 | $2.58M | Sell |
21,522
-2,428
| -10% | -$276K | 1.79% | 7 |
|
|
2017
Q2 | $2.65M | Buy |
23,950
+684
| +3% | +$73.1K | 2.06% | 6 |
|
|
2017
Q1 | $2.5M | Buy |
23,266
+2,399
| +11% | +$262K | 2.26% | 7 |
|
|
2016
Q4 | $2.39M | Buy |
+20,867
| New | +$2.35M | 2.55% | 5 |
|
Other funds holding UPS
VCM
VPM
Fortis Advisors's UPS Position: Q1 2026 in Review
Fortis Advisors increased its United Parcel Service (UPS) stake by 15% in Q1 2026, buying an estimated $109K and bringing the position to 7,955 shares worth $783K. The position accounts for 0.39% of the portfolio, ranked #45.
Fortis Advisors first reported a position in UPS in Q4 2016 and has held it in 37 quarters since. The position peaked at $3.95M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Fortis Advisors held 7,955 shares of United Parcel Service worth $783K as of Q1 2026.
- Fortis Advisors bought 1,014 United Parcel Service shares in Q1 2026, an estimated $109K.
- United Parcel Service made up 0.39% of Fortis Advisors's portfolio in Q1 2026, its #45 holding.
- Fortis Advisors first reported a position in United Parcel Service in Q4 2016 and has held it in 37 quarters since.
- Fortis Advisors's United Parcel Service position peaked at $3.95M in Q1 2022.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.