SCA
UPS icon

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

Southern 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 		$9.85M Sell
91,610
-653
-0.7% -$67.9K 4.11% 6
2026
Q1 		$9.08M Sell
92,263
-158
-0.2% -$16.9K 4.25% 6
2025
Q4 		$9.17M Sell
92,421
-642
-0.7% -$60.1K 4.23% 6
2025
Q3 		$7.77M Buy
93,063
+903
+1% +$81.8K 3.64% 7
2025
Q2 		$9.3M Sell
92,160
-34
-0% -$3.35K 4.76% 6
2025
Q1 		$10.1M Buy
92,194
+468
+0.5% +$56K 5.62% 5
2024
Q4 		$11.6M Sell
91,726
-1,979
-2% -$260K 6.4% 4
2024
Q3 		$12.8M Sell
93,705
-2,745
-3% -$360K 7.19% 4
2024
Q2 		$13.2M Buy
96,450
+168
+0.2% +$24.1K 8.12% 3
2024
Q1 		$14.3M Buy
96,282
+119
+0.1% +$18.1K 8.69% 3
2023
Q4 		$15.1M Sell
96,163
-111
-0.1% -$16.8K 10.74% 3
2023
Q3 		$15M Buy
96,274
+1,856
+2% +$320K 12.48% 2
2023
Q2 		$16.9M Buy
94,418
+2,994
+3% +$532K 12.94% 2
2023
Q1 		$17.7M Sell
91,424
-255
-0.3% -$46.8K 13.13% 2
2022
Q4 		$15.9M Sell
91,679
-79
-0.1% -$13.7K 12.33% 2
2022
Q3 		$14.8M Sell
91,758
-153
-0.2% -$29K 12.12% 2
2022
Q2 		$16.8M Sell
91,911
-120
-0.1% -$21.9K 13.3% 1
2022
Q1 		$19.7M Sell
92,031
-132
-0.1% -$28K 13.5% 1
2021
Q4 		$19.8M Buy
+92,163
New +$18.7M 12.21% 1

Other funds holding UPS

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Southern Capital Advisors reduced its United Parcel Service (UPS) stake by 0.71% in Q2 2026, selling an estimated $67.9K and leaving 91,610 shares worth $9.85M. The position accounts for 4.11% of the portfolio, ranked #6.

Southern Capital Advisors first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.8M in Q4 2021. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Southern Capital Advisors held 91,610 shares of United Parcel Service worth $9.85M as of Q2 2026.
  • Southern Capital Advisors sold 653 United Parcel Service shares in Q2 2026, an estimated $67.9K.
  • United Parcel Service made up 4.11% of Southern Capital Advisors's portfolio in Q2 2026, its #6 holding.
  • Southern Capital Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Southern Capital Advisors's United Parcel Service position peaked at $19.8M in Q4 2021.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.