FCMC
UPS icon

Founders Capital Management (Connecticut)’s United Parcel Service UPS Stock Holding History

Founders Capital Management (Connecticut)’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 		$12.4M Buy
114,910
+41
+0% +$4.26K 1.84% 12
2026
Q1 		$11.3M Sell
114,869
-2,854
-2% -$306K 1.86% 13
2025
Q4 		$11.7M Buy
117,723
+2,833
+2% +$265K 1.73% 13
2025
Q3 		$9.6M Buy
114,890
+3,485
+3% +$316K 1.5% 15
2025
Q2 		$11.2M Buy
111,405
+8,579
+8% +$844K 1.92% 14
2025
Q1 		$11.3M Buy
102,826
+7,847
+8% +$938K 2.08% 15
2024
Q4 		$12M Buy
94,979
+44,686
+89% +$5.88M 2.1% 13
2024
Q3 		$6.86M Buy
50,293
+17,720
+54% +$2.33M 1.19% 23
2024
Q2 		$4.46M Buy
32,573
+29,875
+1,107% +$4.28M 0.8% 26
2024
Q1 		$401K Hold
2,698
– – 0.07% 65
2023
Q4 		$424K Buy
2,698
+225
+9% +$34K 0.09% 60
2023
Q3 		$385K Hold
2,473
– – 0.09% 59
2023
Q2 		$443K Sell
2,473
-2
-0.1% -$355 0.1% 55
2023
Q1 		$480K Hold
2,475
– – 0.12% 53
2022
Q4 		$430K Hold
2,475
– – 0.12% 56
2022
Q3 		$400K Hold
2,475
– – 0.11% 56
2022
Q2 		$452K Hold
2,475
– – 0.12% 55
2022
Q1 		$531K Hold
2,475
– – 0.11% 53
2021
Q4 		$530K Hold
2,475
– – 0.11% 49
2021
Q3 		$451K Sell
2,475
-500
-17% -$98.7K 0.11% 48
2021
Q2 		$619K Sell
2,975
-500
-14% -$100K 0.15% 51
2021
Q1 		$591K Buy
3,475
+500
+17% +$80.9K 0.15% 53
2020
Q4 		$501K Hold
2,975
– – 0.14% 50
2020
Q3 		$496K Hold
2,975
– – 0.16% 46
2020
Q2 		$331K Hold
2,975
– – 0.11% 55
2020
Q1 		$278K Buy
+2,975
New +$308K 0.11% 52
2018
Q4 		– Sell
-17,059
Closed -$2.01M – 60
2018
Q3 		$2.01M Sell
17,059
-140
-0.8% -$16.5K 0.82% 28
2018
Q2 		$1.83M Sell
17,199
-535
-3% -$60.1K 0.83% 26
2018
Q1 		$1.84M Buy
17,734
+2,510
+16% +$290K 0.85% 27
2017
Q4 		$1.81M Sell
15,224
-285
-2% -$33.5K 0.8% 29
2017
Q3 		$1.86M Buy
15,509
+3,269
+27% +$372K 0.89% 29
2017
Q2 		$1.75M Hold
12,240
– – 0.87% 29
2017
Q1 		$4.65M Buy
12,240
+75
+0.6% +$8.2K 2.38% 20
2016
Q4 		$4.54M Hold
12,165
– – 2.46% 20
2016
Q3 		$1.33M Hold
12,165
– – 0.74% 32
2016
Q2 		$1.31M Buy
12,165
+2,770
+29% +$288K 0.74% 32
2016
Q1 		$991K Buy
9,395
+1,354
+17% +$132K 0.58% 33
2015
Q4 		$774K Buy
8,041
+2,140
+36% +$219K 0.47% 34
2015
Q3 		$559K Buy
5,901
+3,106
+111% +$307K 0.36% 34
2015
Q2 		$271K Buy
+2,795
New +$278K 0.16% 47

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Founders Capital Management (Connecticut)'s UPS Position: Q2 2026 in Review

Founders Capital Management (Connecticut) increased its United Parcel Service (UPS) stake by 0.04% in Q2 2026, buying an estimated $4.26K and bringing the position to 114,910 shares worth $12.4M. The position accounts for 1.84% of the portfolio, ranked #12.

Founders Capital Management (Connecticut) first reported a position in UPS in Q2 2015 and has held it in 40 quarters since. 850 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Founders Capital Management (Connecticut) held 114,910 shares of United Parcel Service worth $12.4M as of Q2 2026.
  • Founders Capital Management (Connecticut) bought 41 United Parcel Service shares in Q2 2026, an estimated $4.26K.
  • United Parcel Service made up 1.84% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #12 holding.
  • Founders Capital Management (Connecticut) first reported a position in United Parcel Service in Q2 2015 and has held it in 40 quarters since.
  • 850 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.