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

Sage 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 		$10.3M Buy
95,800
+1,183
+1% +$123K 2.14% 10
2026
Q1 		$9.31M Buy
94,617
+19,375
+26% +$2.08M 2.16% 11
2025
Q4 		$7.46M Buy
75,242
+998
+1% +$93.3K 1.77% 14
2025
Q3 		$6.2M Buy
74,244
+680
+0.9% +$61.6K 1.47% 22
2025
Q2 		$7.43M Buy
73,564
+1,406
+2% +$138K 1.83% 13
2025
Q1 		$7.94M Buy
72,158
+31,858
+79% +$3.81M 2.08% 13
2024
Q4 		$5.08M Sell
40,300
-3,307
-8% -$435K 1.32% 25
2024
Q3 		$5.95M Buy
43,607
+572
+1% +$75.1K 1.55% 20
2024
Q2 		$5.89M Buy
43,035
+2,353
+6% +$337K 1.69% 17
2024
Q1 		$6.05M Buy
40,682
+23,756
+140% +$3.61M 1.75% 17
2023
Q4 		$2.66M Sell
16,926
-118
-0.7% -$17.8K 0.86% 40
2023
Q3 		$2.66M Buy
17,044
+84
+0.5% +$14.5K 0.98% 39
2023
Q2 		$3.04M Buy
16,960
+204
+1% +$36.2K 1.07% 36
2023
Q1 		$3.25M Buy
16,756
+6,157
+58% +$1.13M 1.24% 30
2022
Q4 		$1.84M Buy
10,599
+9,099
+607% +$1.58M 0.81% 37
2022
Q3 		$242K Buy
+1,500
New +$284K 0.12% 107
2020
Q3 		– Sell
-13,931
Closed -$1.55M – 108
2020
Q2 		$1.55M Buy
13,931
+5,228
+60% +$522K 0.99% 33
2020
Q1 		$813K Buy
8,703
+1,038
+14% +$108K 0.67% 44
2019
Q4 		$897K Buy
7,665
+161
+2% +$19.1K 0.57% 49
2019
Q3 		$899K Buy
7,504
+47
+0.6% +$5.37K 0.68% 46
2019
Q2 		$767K Sell
7,457
-299
-4% -$31.1K 0.53% 51
2019
Q1 		$867K Buy
7,756
+243
+3% +$25.8K 0.56% 49
2018
Q4 		$733K Buy
7,513
+71
+1% +$7.7K 0.55% 49
2018
Q3 		$869K Buy
7,442
+980
+15% +$115K 0.54% 49
2018
Q2 		$686K Buy
6,462
+40
+0.6% +$4.49K 0.48% 52
2018
Q1 		$672K Buy
6,422
+141
+2% +$16.3K 0.48% 48
2017
Q4 		$748K Buy
6,281
+35
+0.6% +$4.11K 0.48% 52
2017
Q3 		$750K Sell
6,246
-214
-3% -$24.3K 0.53% 51
2017
Q2 		$714K Buy
+6,460
New +$691K 0.52% 50

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 $3.37T AUM 44.26% 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

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

Sage Capital Advisors increased its United Parcel Service (UPS) stake by 1.3% in Q2 2026, buying an estimated $123K and bringing the position to 95,800 shares worth $10.3M. The position accounts for 2.14% of the portfolio, ranked #10.

Sage Capital Advisors first reported a position in UPS in Q2 2017 and has held it in 29 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Sage Capital Advisors held 95,800 shares of United Parcel Service worth $10.3M as of Q2 2026.
  • Sage Capital Advisors bought 1,183 United Parcel Service shares in Q2 2026, an estimated $123K.
  • United Parcel Service made up 2.14% of Sage Capital Advisors's portfolio in Q2 2026, its #10 holding.
  • Sage Capital Advisors first reported a position in United Parcel Service in Q2 2017 and has held it in 29 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Sage Capital Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.