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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
2025
Q2 		– Sell
-3,500
Closed -$5.64K – 1116
2025
Q1 		$5.64K Buy
3,500
+300
+9% +$35.9K ﹤0.01% 1052
2024
Q4 		$4.46K Buy
+3,200
New +$421K ﹤0.01% 927

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Prime Capital Investment Advisors's UPS Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its United Parcel Service (UPS) stake by 3.1% in Q2 2026, selling an estimated $50.4K and leaving 15,262 shares worth $1.64M. The position accounts for 0.02% of the portfolio, ranked #419.

Prime Capital Investment Advisors first reported a position in UPS in Q2 2018 and has held it in 33 quarters since. The position peaked at $4.07M in Q2 2023. 1,340 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Prime Capital Investment Advisors held 15,262 shares of United Parcel Service worth $1.64M as of Q2 2026.
  • Prime Capital Investment Advisors sold 485 United Parcel Service shares in Q2 2026, an estimated $50.4K.
  • United Parcel Service made up 0.02% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #419 holding.
  • Prime Capital Investment Advisors first reported a position in United Parcel Service in Q2 2018 and has held it in 33 quarters since.
  • Prime Capital Investment Advisors's United Parcel Service position peaked at $4.07M in Q2 2023.
  • 1,340 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.