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U.S. Capital Wealth Advisors’s United Parcel Service UPS Stock Holding History

U.S. Capital Wealth 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
Q1 		$7.11M Buy
72,290
+9,440
+15% +$1.01M 0.18% 136
2025
Q4 		$6.23M Buy
62,850
+11,214
+22% +$1.05M 0.16% 155
2025
Q3 		$4.31M Sell
51,636
-38,491
-43% -$3.49M 0.12% 200
2025
Q2 		$9.1M Buy
90,127
+9,755
+12% +$960K 0.27% 95
2025
Q1 		$8.84M Buy
80,372
+19,317
+32% +$2.31M 0.27% 94
2024
Q4 		$7.7M Sell
61,055
-55,360
-48% -$7.29M 0.24% 92
2024
Q3 		$15.9M Buy
116,415
+11,819
+11% +$1.55M 0.56% 35
2024
Q2 		$14.3M Buy
104,596
+5,627
+6% +$806K 0.54% 40
2024
Q1 		$14.7M Buy
98,969
+8,199
+9% +$1.25M 0.57% 34
2023
Q4 		$14.3M Buy
90,770
+29,822
+49% +$4.51M 0.57% 33
2023
Q3 		$9.5M Buy
60,948
+1,168
+2% +$202K 0.43% 51
2023
Q2 		$10.7M Buy
59,780
+5,605
+10% +$995K 0.51% 42
2023
Q1 		$10.5M Buy
54,175
+3,876
+8% +$711K 0.49% 39
2022
Q4 		$8.74M Sell
50,299
-47
-0.1% -$8.14K 0.41% 46
2022
Q3 		$8.13M Buy
50,346
+1,710
+4% +$324K 0.41% 43
2022
Q2 		$8.88M Buy
48,636
+4,250
+10% +$775K 0.39% 54
2022
Q1 		$9.52M Buy
44,386
+5,338
+14% +$1.13M 0.35% 55
2021
Q4 		$8.37M Sell
39,048
-3,038
-7% -$618K 0.33% 70
2021
Q3 		$7.56M Buy
+42,086
New +$8.31M 0.33% 73

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's UPS Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its United Parcel Service (UPS) stake by 15% in Q1 2026, buying an estimated $1.01M and bringing the position to 72,290 shares worth $7.11M. The position accounts for 0.18% of the portfolio, ranked #136.

U.S. Capital Wealth Advisors first reported a position in UPS in Q3 2021 and has held it in 19 quarters since. The position peaked at $15.9M in Q3 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • U.S. Capital Wealth Advisors held 72,290 shares of United Parcel Service worth $7.11M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 9,440 United Parcel Service shares in Q1 2026, an estimated $1.01M.
  • United Parcel Service made up 0.18% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #136 holding.
  • U.S. Capital Wealth Advisors first reported a position in United Parcel Service in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's United Parcel Service position peaked at $15.9M in Q3 2024.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.