NCM
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NCM Capital Management’s United Parcel Service UPS Stock Holding History

NCM Capital Management’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 		$382K Buy
3,557
+108
+3% +$11.2K 0.12% 141
2026
Q1 		$339K Buy
3,449
+7
+0.2% +$751 0.12% 141
2025
Q4 		$341K Sell
3,442
-691
-17% -$64.6K 0.13% 141
2025
Q3 		$345K Sell
4,133
-41
-1% -$3.71K 0.13% 137
2025
Q2 		$421K Buy
4,174
+8
+0.2% +$787 0.17% 123
2025
Q1 		$458K Sell
4,166
-244
-6% -$29.2K 0.21% 112
2024
Q4 		$556K Buy
4,410
+6
+0.1% +$790 0.25% 97
2024
Q3 		$600K Buy
4,404
+931
+27% +$122K 0.29% 87
2024
Q2 		$475K Buy
3,473
+155
+5% +$22.2K 0.25% 93
2024
Q1 		$493K Buy
3,318
+793
+31% +$121K 0.28% 87
2023
Q4 		$397K Sell
2,525
-102
-4% -$15.4K 0.24% 100
2023
Q3 		$409K Buy
2,627
+242
+10% +$41.8K 0.29% 90
2023
Q2 		$427K Buy
2,385
+16
+0.7% +$2.84K 0.3% 91
2023
Q1 		$460K Sell
2,369
-8
-0.3% -$1.47K 0.34% 87
2022
Q4 		$413K Buy
2,377
+4
+0.2% +$692 0.27% 107
2022
Q3 		$383K Sell
2,373
-147
-6% -$27.8K 0.29% 111
2022
Q2 		$460K Buy
2,520
+203
+9% +$37K 0.32% 103
2022
Q1 		$497K Buy
2,317
+25
+1% +$5.31K 0.31% 108
2021
Q4 		$491K Buy
+2,292
New +$466K 0.44% 74

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

NCM Capital Management's UPS Position: Q2 2026 in Review

NCM Capital Management increased its United Parcel Service (UPS) stake by 3.1% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,557 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #141.

NCM Capital Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $600K in Q3 2024. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • NCM Capital Management held 3,557 shares of United Parcel Service worth $382K as of Q2 2026.
  • NCM Capital Management bought 108 United Parcel Service shares in Q2 2026, an estimated $11.2K.
  • United Parcel Service made up 0.12% of NCM Capital Management's portfolio in Q2 2026, its #141 holding.
  • NCM Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • NCM Capital Management's United Parcel Service position peaked at $600K in Q3 2024.
  • 2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on NCM Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.