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Prosperity Capital Advisors’s United Parcel Service UPS Stock Holding History

Prosperity Capital 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 		$600K Sell
5,585
-1,470
-21% -$153K 0.03% 252
2026
Q1 		$694K Buy
7,055
+787
+13% +$84.4K 0.04% 226
2025
Q4 		$622K Buy
6,268
+2,034
+48% +$190K 0.04% 225
2025
Q3 		$354K Buy
4,234
+653
+18% +$59.1K 0.02% 325
2025
Q2 		$361K Sell
3,581
-434
-11% -$42.7K 0.02% 297
2025
Q1 		$439K Buy
4,015
+806
+25% +$96.4K 0.03% 249
2024
Q4 		$405K Sell
3,209
-46
-1% -$6.05K 0.03% 244
2024
Q3 		$444K Buy
3,255
+303
+10% +$39.8K 0.04% 232
2024
Q2 		$404K Sell
2,952
-2,904
-50% -$416K 0.04% 217
2024
Q1 		$870K Buy
5,856
+2,732
+87% +$415K 0.1% 152
2023
Q4 		$491K Sell
3,124
-165
-5% -$24.9K 0.05% 152
2023
Q3 		$513K Buy
3,289
+268
+9% +$46.3K 0.07% 140
2023
Q2 		$542K Buy
3,021
+28
+0.9% +$4.97K 0.08% 131
2023
Q1 		$581K Sell
2,993
-12
-0.4% -$2.2K 0.09% 105
2022
Q4 		$522K Buy
+3,005
New +$520K 0.16% 95

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Prosperity Capital Advisors's UPS Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $153K and leaving 5,585 shares worth $600K. The position accounts for 0.03% of the portfolio, ranked #252.

Prosperity Capital Advisors first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $870K in Q1 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Prosperity Capital Advisors held 5,585 shares of United Parcel Service worth $600K as of Q2 2026.
  • Prosperity Capital Advisors sold 1,470 United Parcel Service shares in Q2 2026, an estimated $153K.
  • United Parcel Service made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #252 holding.
  • Prosperity Capital Advisors first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's United Parcel Service position peaked at $870K in Q1 2024.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.