New England Capital Financial Advisors’s United Parcel Service UPS Stock Holding History

New England Capital Financial 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	$53.8K	Sell	500 -27	-5%	-$2.81K	0.01%	128
2026 Q1	$51.8K	Sell	527 -103	-16%	-$11K	0.01%	129
2025 Q4	$62.4K	Buy	630 +201	+47%	+$18.8K	0.02%	117
2025 Q3	$35.8K	Hold	429	–	–	0.02%	148
2025 Q2	$43.3K	Buy	429 +2	+0.5%	+$197	0.02%	126
2025 Q1	$46.9K	Buy	427 +402	+1,608%	+$48.1K	0.02%	114
2024 Q4	$3.13K	Buy	25 +1	+4%	+$132	﹤0.01%	302
2024 Q3	$3.34K	Hold	24	–	–	﹤0.01%	293
2024 Q2	$3.31K	Hold	24	–	–	﹤0.01%	295
2024 Q1	$3.55K	Hold	24	–	–	﹤0.01%	287
2023 Q4	$3.72K	Buy	24 +1	+4%	+$151	﹤0.01%	293
2023 Q3	$3.64K	Hold	23	–	–	﹤0.01%	287
2023 Q2	$4.15K	Hold	23	–	–	﹤0.01%	276
2023 Q1	$4.45K	Hold	23	–	–	﹤0.01%	301
2022 Q4	$4.05K	Buy	+23	New	+$3.98K	﹤0.01%	309

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

New England Capital Financial Advisors's UPS Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its United Parcel Service (UPS) stake by 5.1% in Q2 2026, selling an estimated $2.81K and leaving 500 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #128.

New England Capital Financial Advisors first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $62.4K in Q4 2025. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

New England Capital Financial Advisors held 500 shares of United Parcel Service worth $53.8K as of Q2 2026.
New England Capital Financial Advisors sold 27 United Parcel Service shares in Q2 2026, an estimated $2.81K.
United Parcel Service made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #128 holding.
New England Capital Financial Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's United Parcel Service position peaked at $62.4K in Q4 2025.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.