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

Fortis 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
2025
Q3 		– Sell
-3,365
Closed -$340K – 308
2025
Q2 		$340K Buy
3,365
+180
+6% +$17.7K 0.06% 193
2025
Q1 		$350K Buy
3,185
+104
+3% +$12.4K 0.07% 192
2024
Q4 		$396K Sell
3,081
-45
-1% -$5.92K 0.14% 125
2024
Q3 		$426K Buy
3,126
+45
+1% +$5.91K 0.14% 112
2024
Q2 		$422K Hold
3,081
– – 0.15% 116
2024
Q1 		$458K Buy
3,081
+81
+3% +$12.3K 0.19% 94
2023
Q4 		$472K Buy
+3,000
New +$454K 0.25% 62
2023
Q2 		– Sell
-75
Closed -$14.5K – 593
2023
Q1 		$14.5K Hold
75
– – 0.01% 428
2022
Q4 		$13K Buy
+75
New +$13K 0.01% 453

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return