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

Stokes 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 		$349K Buy
3,250
+1,075
+49% +$112K 0.07% 92
2026
Q1 		$214K Buy
+2,175
New +$233K 0.05% 98
2025
Q1 		– Sell
-28,917
Closed -$3.65M – 77
2024
Q4 		$3.65M Buy
28,917
+7,372
+34% +$970K 0.94% 48
2024
Q3 		$2.94M Sell
21,545
-5,573
-21% -$732K 0.75% 49
2024
Q2 		$3.71M Sell
27,118
-4,986
-16% -$714K 1.03% 44
2024
Q1 		$4.77M Buy
32,104
+3,910
+14% +$594K 1.39% 39
2023
Q4 		$4.43M Sell
28,194
-107
-0.4% -$16.2K 1.4% 36
2023
Q3 		$4.41M Sell
28,301
-625
-2% -$108K 1.54% 36
2023
Q2 		$5.18M Buy
28,926
+408
+1% +$72.4K 1.75% 30
2023
Q1 		$5.53M Buy
28,518
+226
+0.8% +$41.5K 1.88% 26
2022
Q4 		$4.92M Sell
28,292
-1,523
-5% -$264K 1.69% 29
2022
Q3 		$4.82M Sell
29,815
-684
-2% -$130K 1.79% 27
2022
Q2 		$5.57M Buy
30,499
+651
+2% +$119K 1.95% 22
2022
Q1 		$6.4M Sell
29,848
-719
-2% -$153K 1.87% 25
2021
Q4 		$6.55M Sell
30,567
-674
-2% -$137K 1.95% 22
2021
Q3 		$5.69M Buy
31,241
+405
+1% +$79.9K 1.84% 23
2021
Q2 		$6.41M Buy
30,836
+3,949
+15% +$790K 2.1% 14
2021
Q1 		$4.57M Buy
26,887
+2,090
+8% +$338K 1.87% 23
2020
Q4 		$4.18M Buy
24,797
+223
+0.9% +$37.6K 1.82% 26
2020
Q3 		$4.09M Sell
24,574
-1,378
-5% -$201K 1.97% 21
2020
Q2 		$2.88M Buy
25,952
+4,823
+23% +$481K 1.53% 34
2020
Q1 		$1.97M Buy
21,129
+297
+1% +$30.8K 1.18% 40
2019
Q4 		$2.44M Buy
20,832
+1,310
+7% +$155K 1.23% 43
2019
Q3 		$2.34M Buy
19,522
+315
+2% +$36K 1.26% 40
2019
Q2 		$1.98M Buy
19,207
+815
+4% +$84.8K 1.13% 43
2019
Q1 		$2.06M Buy
18,392
+2,420
+15% +$257K 1.24% 42
2018
Q4 		$1.56M Sell
15,972
-4,880
-23% -$529K 1.08% 44
2018
Q3 		$2.43M Sell
20,852
-115
-0.5% -$13.5K 1.49% 24
2018
Q2 		$2.23M Buy
20,967
+1,195
+6% +$134K 1.46% 24
2018
Q1 		$2.07M Buy
19,772
+1,735
+10% +$201K 1.35% 33
2017
Q4 		$2.15M Buy
+18,037
New +$2.12M 1.45% 28

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Stokes Capital Advisors increased its United Parcel Service (UPS) stake by 49% in Q2 2026, buying an estimated $112K and bringing the position to 3,250 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #92.

Stokes Capital Advisors first reported a position in UPS in Q4 2017 and has held it in 31 quarters since. The position peaked at $6.55M in Q4 2021. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Stokes Capital Advisors held 3,250 shares of United Parcel Service worth $349K as of Q2 2026.
  • Stokes Capital Advisors bought 1,075 United Parcel Service shares in Q2 2026, an estimated $112K.
  • United Parcel Service made up 0.07% of Stokes Capital Advisors's portfolio in Q2 2026, its #92 holding.
  • Stokes Capital Advisors first reported a position in United Parcel Service in Q4 2017 and has held it in 31 quarters since.
  • Stokes Capital Advisors's United Parcel Service position peaked at $6.55M in Q4 2021.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.