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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
Q2 		$372K Buy
3,459
+347
+11% +$36.1K 0.06% 236
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 $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 $3.38T AUM 44.17% 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

MSH Capital Advisors's UPS Position: Q2 2026 in Review

MSH Capital Advisors increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $36.1K and bringing the position to 3,459 shares worth $372K. The position accounts for 0.06% of the portfolio, ranked #236.

MSH Capital Advisors first reported a position in UPS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.55M in Q1 2022. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • MSH Capital Advisors held 3,459 shares of United Parcel Service worth $372K as of Q2 2026.
  • MSH Capital Advisors bought 347 United Parcel Service shares in Q2 2026, an estimated $36.1K.
  • United Parcel Service made up 0.06% of MSH Capital Advisors's portfolio in Q2 2026, its #236 holding.
  • MSH Capital Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 17 quarters since.
  • MSH Capital Advisors's United Parcel Service position peaked at $1.55M in Q1 2022.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.