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MSH Capital Advisors’s United Parcel Service UPS Stock Holding History

MSH Capital Advisors’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
Q1 		$306K Buy
+3,112
New +$334K 0.06% 224
2025
Q3 		– Sell
-8,088
Closed -$816K – 255
2025
Q2 		$816K Buy
8,088
+115
+1% +$11.3K 0.24% 109
2025
Q1 		$877K Sell
7,973
-152
-2% -$18.2K 0.27% 99
2024
Q4 		$1.02M Sell
8,125
-42
-0.5% -$5.53K 0.32% 86
2024
Q3 		$1.11M Hold
8,167
– – 0.34% 82
2024
Q2 		$1.12M Buy
8,167
+125
+2% +$17.9K 0.37% 77
2024
Q1 		$1.2M Sell
8,042
-145
-2% -$22K 0.42% 74
2023
Q4 		$1.29M Sell
8,187
-156
-2% -$23.6K 0.48% 67
2023
Q3 		$1.3M Sell
8,343
-140
-2% -$24.2K 0.51% 64
2023
Q2 		$1.52M Buy
8,483
+1,035
+14% +$184K 0.56% 62
2023
Q1 		$1.44M Sell
7,448
-64
-0.9% -$11.7K 0.62% 58
2022
Q4 		$1.31M Buy
7,512
+219
+3% +$37.9K 0.59% 60
2022
Q3 		$1.18M Sell
7,293
-45
-0.6% -$8.52K 0.58% 61
2022
Q2 		$1.34M Buy
7,338
+98
+1% +$17.9K 0.62% 59
2022
Q1 		$1.55M Buy
7,240
+396
+6% +$84.1K 0.64% 51
2021
Q4 		$1.47M Buy
+6,844
New +$1.39M 0.66% 49

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MSH Capital Advisors's UPS Position: Q1 2026 in Review

MSH Capital Advisors opened a new position in United Parcel Service (UPS) in Q1 2026: 3,112 shares worth $306K. The stake represents 0.06% of the portfolio and ranks #224 among its holdings. This is a return to the name: MSH Capital Advisors previously reported a position in UPS as recently as Q2 2025.

MSH Capital Advisors first reported a position in UPS in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.55M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • MSH Capital Advisors held 3,112 shares of United Parcel Service worth $306K as of Q1 2026.
  • United Parcel Service was a new MSH Capital Advisors position in Q1 2026.
  • United Parcel Service made up 0.06% of MSH Capital Advisors's portfolio in Q1 2026, its #224 holding.
  • MSH Capital Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 16 quarters since.
  • MSH Capital Advisors's United Parcel Service position peaked at $1.55M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.