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Prime Capital Investment Advisors’s United Parcel Service UPS Stock Holding History

Prime Capital Investment 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 		$1.55M Buy
15,747
+247
+2% +$26.5K 0.02% 404
2025
Q4 		$1.54M Buy
15,500
+3,153
+26% +$295K 0.02% 398
2025
Q3 		$1.03M Sell
12,347
-4,012
-25% -$363K 0.01% 482
2025
Q2 		$1.65M Sell
16,359
-12,496
-43% -$1.23M 0.02% 362
2025
Q1 		$3.17M Buy
28,855
+15,205
+111% +$1.82M 0.04% 292
2024
Q4 		$1.72M Buy
13,650
+2,685
+24% +$353K 0.03% 329
2024
Q3 		$1.49M Sell
10,965
-3,859
-26% -$507K 0.02% 361
2024
Q2 		$2.03M Sell
14,824
-1,374
-8% -$197K 0.03% 312
2024
Q1 		$2.41M Sell
16,198
-4,191
-21% -$637K 0.03% 315
2023
Q4 		$3.21M Buy
20,389
+629
+3% +$95.1K 0.05% 264
2023
Q3 		$3.08M Sell
19,760
-2,938
-13% -$507K 0.06% 209
2023
Q2 		$4.07M Buy
22,698
+3,643
+19% +$647K 0.08% 182
2023
Q1 		$3.7M Buy
19,055
+3,088
+19% +$566K 0.15% 120
2022
Q4 		$2.78M Buy
15,967
+5,144
+48% +$890K 0.11% 147
2022
Q3 		$1.75M Buy
10,823
+5,682
+111% +$1.08M 0.1% 128
2022
Q2 		$938K Sell
5,141
-4,291
-45% -$783K 0.06% 179
2022
Q1 		$2.02M Hold
9,432
– – 0.11% 130
2021
Q4 		$2.02M Buy
9,432
+6,898
+272% +$1.4M 0.11% 132
2021
Q3 		$461K Sell
2,534
-432
-15% -$85.3K 0.03% 221
2021
Q2 		$617K Buy
2,966
+592
+25% +$118K 0.04% 227
2021
Q1 		$404K Buy
2,374
+483
+26% +$78.1K 0.03% 206
2020
Q4 		$318K Sell
1,891
-279
-13% -$47.1K 0.02% 209
2020
Q3 		$362K Sell
2,170
-1,682
-44% -$245K 0.03% 210
2020
Q2 		$428K Buy
3,852
+479
+14% +$47.8K 0.04% 190
2020
Q1 		$315K Sell
3,373
-12,637
-79% -$1.31M 0.04% 178
2019
Q4 		$1.87M Buy
16,010
+15,900
+14,455% +$1.88M 0.21% 107
2019
Q3 		$13K Buy
110
+105
+2,100% +$12K ﹤0.01% 483
2019
Q2 		$1K Sell
5
-170
-97% -$17.7K ﹤0.01% 348
2019
Q1 		$20K Hold
175
– – 0.01% 240
2018
Q4 		$17K Hold
175
– – 0.01% 229
2018
Q3 		$20K Hold
175
– – 0.01% 226
2018
Q2 		$19K Buy
+175
New +$19.7K 0.01% 244

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

Prime Capital Investment Advisors's UPS Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its United Parcel Service (UPS) stake by 1.6% in Q1 2026, buying an estimated $26.5K and bringing the position to 15,747 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #404.

Prime Capital Investment Advisors first reported a position in UPS in Q2 2018 and has held it in 32 quarters since. The position peaked at $4.07M in Q2 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Prime Capital Investment Advisors held 15,747 shares of United Parcel Service worth $1.55M as of Q1 2026.
  • Prime Capital Investment Advisors bought 247 United Parcel Service shares in Q1 2026, an estimated $26.5K.
  • United Parcel Service made up 0.02% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #404 holding.
  • Prime Capital Investment Advisors first reported a position in United Parcel Service in Q2 2018 and has held it in 32 quarters since.
  • Prime Capital Investment Advisors's United Parcel Service position peaked at $4.07M in Q2 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.