JB Capital
UPS icon

JB Capital’s United Parcel Service UPS Stock Holding History

JB Capital’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
Q3 		$3.72M Buy
39,789
+2,249
+6% +$236K 0.13% 96
2026
Q2 		$4.04M Buy
37,540
+1,337
+4% +$139K 0.14% 89
2026
Q1 		$3.56M Buy
36,203
+1,224
+3% +$131K 0.14% 86
2025
Q4 		$3.47M Sell
34,979
-654
-2% -$61.2K 0.14% 76
2025
Q3 		$2.98M Buy
35,633
+4,909
+16% +$445K 0.13% 90
2025
Q2 		$3.1M Buy
30,724
+619
+2% +$60.9K 0.15% 80
2025
Q1 		$3.31M Buy
+30,105
New +$3.6M 0.18% 69
2023
Q2 		– Sell
-1,075
Closed -$208K – 179
2023
Q1 		$208K Buy
+1,075
New +$197K 0.02% 156
2022
Q3 		– Sell
-1,118
Closed -$204K – 226
2022
Q2 		$204K Buy
1,118
+1
+0.1% +$182 0.02% 225
2022
Q1 		$240K Buy
1,117
+4
+0.4% +$850 0.02% 220
2021
Q4 		$239K Sell
1,113
-71
-6% -$14.4K 0.02% 234
2021
Q3 		$216K Buy
+1,184
New +$234K 0.03% 301

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

JB Capital's UPS Position: Q3 2026 in Review

JB Capital increased its United Parcel Service (UPS) stake by 6% in Q3 2026, buying an estimated $236K and bringing the position to 39,789 shares worth $3.72M. The position accounts for 0.13% of the portfolio, ranked #96.

JB Capital first reported a position in UPS in Q3 2021 and has held it in 12 quarters since. The position peaked at $4.04M in Q2 2026. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • JB Capital held 39,789 shares of United Parcel Service worth $3.72M as of Q3 2026.
  • JB Capital bought 2,249 United Parcel Service shares in Q3 2026, an estimated $236K.
  • United Parcel Service made up 0.13% of JB Capital's portfolio in Q3 2026, its #96 holding.
  • JB Capital first reported a position in United Parcel Service in Q3 2021 and has held it in 12 quarters since.
  • JB Capital's United Parcel Service position peaked at $4.04M in Q2 2026.
  • 612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on JB Capital's 13F filing for Q3 2026, filed 19 Oct 2026.