McAdam LLC’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
Q2 | $2.79M | Buy |
25,921
+7,703
| +42% | +$801K | 0.11% | 89 |
|
|
2026
Q1 | $1.79M | Sell |
18,218
-594
| -3% | -$63.7K | 0.08% | 115 |
|
|
2025
Q4 | $1.87M | Sell |
18,812
-923
| -5% | -$86.3K | 0.09% | 109 |
|
|
2025
Q3 | $1.65M | Buy |
19,735
+14,451
| +273% | +$1.31M | 0.08% | 114 |
|
|
2025
Q2 | $533K | Buy |
5,284
+442
| +9% | +$43.5K | 0.03% | 205 |
|
|
2025
Q1 | $533K | Sell |
4,842
-290
| -6% | -$34.7K | 0.03% | 185 |
|
|
2024
Q4 | $647K | Buy |
5,132
+330
| +7% | +$43.4K | 0.04% | 170 |
|
|
2024
Q3 | $655K | Buy |
4,802
+71
| +2% | +$9.32K | 0.04% | 166 |
|
|
2024
Q2 | $647K | Hold |
4,731
| – | – | 0.04% | 149 |
|
|
2024
Q1 | $703K | Buy |
4,731
+19
| +0.4% | +$2.89K | 0.05% | 142 |
|
|
2023
Q4 | $741K | Buy |
4,712
+35
| +0.7% | +$5.29K | 0.05% | 127 |
|
|
2023
Q3 | $729K | Buy |
4,677
+65
| +1% | +$11.2K | 0.06% | 131 |
|
|
2023
Q2 | $827K | Sell |
4,612
-15
| -0.3% | -$2.66K | 0.07% | 122 |
|
|
2023
Q1 | $898K | Buy |
4,627
+1,075
| +30% | +$197K | 0.08% | 118 |
|
|
2022
Q4 | $761K | Sell |
3,552
-76
| -2% | -$13.2K | 0.08% | 88 |
|
|
2022
Q3 | $586K | Buy |
3,628
+74
| +2% | +$14K | 0.06% | 122 |
|
|
2022
Q2 | $649K | Sell |
3,554
-29
| -0.8% | -$5.29K | 0.07% | 119 |
|
|
2022
Q1 | $768K | Buy |
3,583
+31
| +0.9% | +$6.59K | 0.07% | 90 |
|
|
2021
Q4 | $761K | Sell |
3,552
-125
| -3% | -$25.4K | 0.08% | 88 |
|
|
2021
Q3 | $670K | Buy |
3,677
+14
| +0.4% | +$2.76K | 0.07% | 85 |
|
|
2021
Q2 | $703K | Buy |
3,663
+4
| +0.1% | +$800 | 0.08% | 82 |
|
|
2021
Q1 | $622K | Buy |
3,659
+30
| +0.8% | +$4.85K | 0.09% | 79 |
|
|
2020
Q4 | $587K | Buy |
3,629
+125
| +4% | +$21.1K | 0.09% | 79 |
|
|
2020
Q3 | $584K | Sell |
3,504
-34
| -1% | -$4.95K | 0.11% | 61 |
|
|
2020
Q2 | $393K | Buy |
3,538
+34
| +1% | +$3.39K | 0.08% | 75 |
|
|
2020
Q1 | $327K | Buy |
+3,504
| New | +$363K | 0.09% | 69 |
|
|
2018
Q4 | – | Sell |
-155
| Closed | -$18K | – | 571 |
|
|
2018
Q3 | $18K | Hold |
155
| – | – | 0.01% | 275 |
|
|
2018
Q2 | $16K | Sell |
155
-35
| -18% | -$3.93K | 0.01% | 277 |
|
|
2018
Q1 | $20K | Buy |
+190
| New | +$22K | 0.01% | 246 |
|
Other funds holding UPS
McAdam LLC's UPS Position: Q2 2026 in Review
McAdam LLC increased its United Parcel Service (UPS) stake by 42% in Q2 2026, buying an estimated $801K and bringing the position to 25,921 shares worth $2.79M. The position accounts for 0.11% of the portfolio, ranked #89.
McAdam LLC first reported a position in UPS in Q1 2018 and has held it in 29 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- McAdam LLC held 25,921 shares of United Parcel Service worth $2.79M as of Q2 2026.
- McAdam LLC bought 7,703 United Parcel Service shares in Q2 2026, an estimated $801K.
- United Parcel Service made up 0.11% of McAdam LLC's portfolio in Q2 2026, its #89 holding.
- McAdam LLC first reported a position in United Parcel Service in Q1 2018 and has held it in 29 quarters since.
- 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.