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

Founders Capital Management (Texas)’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	$249K	Buy	2,318 +2,138	+1,188%	+$222K	0.11%	55
2026 Q1	$17.7K	Sell	180 -90	-33%	-$9.65K	0.01%	268
2025 Q4	$26.8K	Hold	270	–	–	0.01%	214
2025 Q3	$22.6K	Hold	270	–	–	0.01%	229
2025 Q2	$27.3K	Hold	270	–	–	0.02%	199
2025 Q1	$29.7K	Hold	270	–	–	0.02%	180
2024 Q4	$34K	Hold	270	–	–	0.02%	167
2024 Q3	$36.8K	Sell	270 -480	-64%	-$63K	0.02%	169
2024 Q2	$103K	Sell	750 -1,505	-67%	-$215K	0.07%	80
2024 Q1	$335K	Sell	2,255 -70	-3%	-$10.6K	0.23%	37
2023 Q4	$366K	Hold	2,325	–	–	0.27%	33
2023 Q3	$362K	Hold	2,325	–	–	0.28%	34
2023 Q2	$417K	Hold	2,325	–	–	0.3%	36
2023 Q1	$451K	Sell	2,325 -85	-4%	-$15.6K	0.34%	34
2022 Q4	$419K	Hold	2,410	–	–	0.31%	37
2022 Q3	$389K	Hold	2,410	–	–	0.32%	39
2022 Q2	$440K	Sell	2,410 -1,200	-33%	-$219K	0.35%	38
2022 Q1	$774K	Hold	3,610	–	–	0.5%	37
2021 Q4	$774K	Sell	3,610 -40	-1%	-$8.14K	0.5%	37
2021 Q3	$665K	Sell	3,650 -115	-3%	-$22.7K	0.46%	39
2021 Q2	$783K	Hold	3,765	–	–	0.51%	35
2021 Q1	$640K	Sell	3,765 -50	-1%	-$8.09K	0.46%	34
2020 Q4	$642K	Buy	+3,815	New	+$644K	0.45%	32
2020 Q1	$450K	Sell	4,815 -130	-3%	-$13.5K	0.47%	31
2019 Q4	$579K	Sell	4,945 -230	-4%	-$27.2K	0.44%	33
2019 Q3	$620K	Sell	5,175 -300	-5%	-$34.3K	0.5%	35
2019 Q2	$565K	Hold	5,475	–	–	0.5%	35
2019 Q1	$612K	Hold	5,475	–	–	0.57%	34
2018 Q4	$534K	Hold	5,475	–	–	0.57%	34
2018 Q3	$639K	Buy	5,475 +35	+0.6%	+$4.12K	0.53%	40
2018 Q2	$578K	Sell	5,440 -127	-2%	-$14.3K	0.51%	42
2018 Q1	$583K	Buy	5,567 +200	+4%	+$23.1K	0.49%	46
2017 Q4	$639K	Hold	5,367	–	–	0.53%	46
2017 Q3	$645K	Hold	5,367	–	–	0.53%	47
2017 Q2	$594K	Buy	5,367 +15	+0.3%	+$1.6K	0.53%	50
2017 Q1	$574K	Buy	+5,352	New	+$585K	0.52%	52

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Founders Capital Management (Texas) increased its United Parcel Service (UPS) stake by 1,188% in Q2 2026, buying an estimated $222K and bringing the position to 2,318 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #55.

Founders Capital Management (Texas) first reported a position in UPS in Q1 2017 and has held it in 36 quarters since. The position peaked at $783K in Q2 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Founders Capital Management (Texas) held 2,318 shares of United Parcel Service worth $249K as of Q2 2026.
Founders Capital Management (Texas) bought 2,138 United Parcel Service shares in Q2 2026, an estimated $222K.
United Parcel Service made up 0.11% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #55 holding.
Founders Capital Management (Texas) first reported a position in United Parcel Service in Q1 2017 and has held it in 36 quarters since.
Founders Capital Management (Texas)'s United Parcel Service position peaked at $783K in Q2 2021.
683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.