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NovaPoint Capital’s United Parcel Service UPS Stock Holding History

NovaPoint 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 		$207K Buy
+1,926
New +$200K 0.04% 159
2025
Q2 		– Sell
-1,924
Closed -$212K – 126
2025
Q1 		$212K Buy
1,924
+50
+3% +$5.98K 0.07% 134
2024
Q4 		$236K Buy
1,874
+200
+12% +$26.3K 0.07% 123
2024
Q3 		$228K Buy
1,674
+150
+10% +$19.7K 0.07% 123
2024
Q2 		$209K Sell
1,524
-6
-0.4% -$859 0.07% 129
2024
Q1 		$227K Buy
1,530
+6
+0.4% +$912 0.08% 125
2023
Q4 		$240K Buy
1,524
+9
+0.6% +$1.36K 0.09% 120
2023
Q3 		$236K Sell
1,515
-174
-10% -$30K 0.09% 121
2023
Q2 		$303K Sell
1,689
-2
-0.1% -$355 0.11% 103
2023
Q1 		$328K Sell
1,691
-133
-7% -$24.4K 0.13% 99
2022
Q4 		$317K Hold
1,824
– – 0.14% 97
2022
Q3 		$295K Hold
1,824
– – 0.13% 103
2022
Q2 		$333K Buy
1,824
+174
+11% +$31.7K 0.14% 100
2022
Q1 		$354K Sell
1,650
-28
-2% -$5.95K 0.13% 94
2021
Q4 		$360K Sell
1,678
-1,038
-38% -$211K 0.13% 98
2021
Q3 		$495K Hold
2,716
– – 0.2% 83
2021
Q2 		$565K Sell
2,716
-500
-16% -$100K 0.23% 74
2021
Q1 		$547K Sell
3,216
-27
-0.8% -$4.37K 0.26% 72
2020
Q4 		$546K Sell
3,243
-4
-0.1% -$675 0.28% 67
2020
Q3 		$541K Buy
3,247
+59
+2% +$8.59K 0.35% 65
2020
Q2 		$354K Hold
3,188
– – 0.26% 65
2020
Q1 		$298K Hold
3,188
– – 0.27% 65
2019
Q4 		$373K Buy
+3,188
New +$377K 0.29% 76

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

NovaPoint Capital's UPS Position: Q2 2026 in Review

NovaPoint Capital opened a new position in United Parcel Service (UPS) in Q2 2026: 1,926 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #159 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in UPS as recently as Q1 2025.

NovaPoint Capital first reported a position in UPS in Q4 2019 and has held it in 23 quarters since. The position peaked at $565K in Q2 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • NovaPoint Capital held 1,926 shares of United Parcel Service worth $207K as of Q2 2026.
  • United Parcel Service was a new NovaPoint Capital position in Q2 2026.
  • United Parcel Service made up 0.04% of NovaPoint Capital's portfolio in Q2 2026, its #159 holding.
  • NovaPoint Capital first reported a position in United Parcel Service in Q4 2019 and has held it in 23 quarters since.
  • NovaPoint Capital's United Parcel Service position peaked at $565K in Q2 2021.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.