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Money Concepts Capital’s United Parcel Service UPS Stock Holding History

Money Concepts 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
Q2 		$441K Sell
4,107
-659
-14% -$68.5K 0.02% 435
2026
Q1 		$469K Buy
4,766
+2,055
+76% +$220K 0.03% 391
2025
Q4 		$269K Sell
2,711
-54
-2% -$5.05K 0.02% 454
2025
Q3 		$231K Buy
2,765
+665
+32% +$60.2K 0.01% 432
2025
Q2 		$212K Buy
2,100
+104
+5% +$10.2K 0.01% 421
2025
Q1 		$219K Buy
+1,996
New +$239K 0.02% 394
2023
Q3 		– Sell
-1,565
Closed -$280K – 381
2023
Q2 		$280K Sell
1,565
-196
-11% -$34.8K 0.03% 310
2023
Q1 		$342K Sell
1,761
-34,800
-95% -$6.38M 0.02% 338
2022
Q4 		$6.36M Buy
36,561
+34,503
+1,677% +$5.97M 0.28% 71
2022
Q3 		$332K Sell
2,058
-6,342
-76% -$1.2M 0.02% 353
2022
Q2 		$1.55M Sell
8,400
-1,846
-18% -$337K 0.14% 157
2022
Q1 		$2.2M Buy
10,246
+8,212
+404% +$1.74M 0.12% 179
2021
Q4 		$436K Buy
+2,034
New +$414K 0.04% 335
2021
Q1 		$341K Sell
2,004
-289
-13% -$46.7K 0.03% 381
2020
Q4 		$386K Buy
+2,293
New +$387K 0.04% 324

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Money Concepts Capital's UPS Position: Q2 2026 in Review

Money Concepts Capital reduced its United Parcel Service (UPS) stake by 14% in Q2 2026, selling an estimated $68.5K and leaving 4,107 shares worth $441K. The position accounts for 0.02% of the portfolio, ranked #435.

Money Concepts Capital first reported a position in UPS in Q4 2020 and has held it in 15 quarters since. The position peaked at $6.36M in Q4 2022. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Money Concepts Capital held 4,107 shares of United Parcel Service worth $441K as of Q2 2026.
  • Money Concepts Capital sold 659 United Parcel Service shares in Q2 2026, an estimated $68.5K.
  • United Parcel Service made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #435 holding.
  • Money Concepts Capital first reported a position in United Parcel Service in Q4 2020 and has held it in 15 quarters since.
  • Money Concepts Capital's United Parcel Service position peaked at $6.36M in Q4 2022.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.