United Capital Financial Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.44M | Buy |
85,791
+3,527
| +4% | +$378K | 0.05% | 262 |
|
|
2025
Q4 | $8.16M | Buy |
82,264
+6,316
| +8% | +$591K | 0.05% | 282 |
|
|
2025
Q3 | $6.34M | Sell |
75,948
-6,318
| -8% | -$572K | 0.05% | 264 |
|
|
2025
Q2 | $8.3M | Buy |
82,266
+5,351
| +7% | +$526K | 0.07% | 222 |
|
|
2025
Q1 | $8.46M | Buy |
76,915
+1,592
| +2% | +$190K | 0.07% | 208 |
|
|
2024
Q4 | $9.5M | Sell |
75,323
-3,170
| -4% | -$417K | 0.08% | 182 |
|
|
2024
Q3 | $10.7M | Sell |
78,493
-1,769
| -2% | -$232K | 0.09% | 176 |
|
|
2024
Q2 | $11M | Buy |
80,262
+46,470
| +138% | +$6.65M | 0.09% | 169 |
|
|
2024
Q1 | $5.02M | Sell |
33,792
-7,992
| -19% | -$1.21M | 0.04% | 281 |
|
|
2023
Q4 | $6.57M | Sell |
41,784
-40,754
| -49% | -$6.16M | 0.05% | 250 |
|
|
2023
Q3 | $12.9M | Buy |
82,538
+98
| +0.1% | +$16.9K | 0.08% | 200 |
|
|
2023
Q2 | $14.8M | Sell |
82,440
-3,484
| -4% | -$619K | 0.08% | 190 |
|
|
2023
Q1 | $16.7M | Sell |
85,924
-59,899
| -41% | -$11M | 0.09% | 184 |
|
|
2022
Q4 | $25.3M | Sell |
145,823
-36,130
| -20% | -$6.25M | 0.14% | 138 |
|
|
2022
Q3 | $29.4M | Sell |
181,953
-11,930
| -6% | -$2.26M | 0.17% | 117 |
|
|
2022
Q2 | $35.4M | Buy |
193,883
+8,212
| +4% | +$1.5M | 0.19% | 107 |
|
|
2022
Q1 | $39.8M | Sell |
185,671
-3,161
| -2% | -$672K | 0.19% | 107 |
|
|
2021
Q4 | $40.5M | Sell |
188,832
-21,317
| -10% | -$4.34M | 0.19% | 114 |
|
|
2021
Q3 | $38.3M | Buy |
210,149
+2,601
| +1% | +$513K | 0.19% | 109 |
|
|
2021
Q2 | $43.2M | Buy |
207,548
+55,284
| +36% | +$11.1M | 0.22% | 98 |
|
|
2021
Q1 | $25.9M | Sell |
152,264
-7,710
| -5% | -$1.25M | 0.14% | 154 |
|
|
2020
Q4 | $26.9M | Sell |
159,974
-6,073
| -4% | -$1.02M | 0.16% | 140 |
|
|
2020
Q3 | $27.7M | Sell |
166,047
-8,063
| -5% | -$1.17M | 0.18% | 124 |
|
|
2020
Q2 | $19.4M | Sell |
174,110
-2,167
| -1% | -$216K | 0.14% | 161 |
|
|
2020
Q1 | $16.5M | Sell |
176,277
-1,262
| -0.7% | -$131K | 0.14% | 164 |
|
|
2019
Q4 | $20.8M | Buy |
177,539
+6,979
| +4% | +$826K | 0.13% | 185 |
|
|
2019
Q3 | $20.4M | Buy |
170,560
+19,140
| +13% | +$2.19M | 0.14% | 167 |
|
|
2019
Q2 | $15.6M | Buy |
151,420
+88
| +0.1% | +$9.15K | 0.1% | 219 |
|
|
2019
Q1 | $16.9M | Sell |
151,332
-27,859
| -16% | -$2.95M | 0.12% | 188 |
|
|
2018
Q4 | $17.5M | Sell |
179,191
-1,253
| -0.7% | -$136K | 0.14% | 155 |
|
|
2018
Q3 | $21.1M | Buy |
180,444
+964
| +0.5% | +$113K | 0.15% | 151 |
|
|
2018
Q2 | $19.1M | Buy |
179,480
+1,709
| +1% | +$192K | 0.14% | 157 |
|
|
2018
Q1 | $18.6M | Sell |
177,771
-6,594
| -4% | -$762K | 0.14% | 166 |
|
|
2017
Q4 | $21.9M | Sell |
184,365
-5,112
| -3% | -$601K | 0.17% | 135 |
|
|
2017
Q3 | $22.8M | Buy |
189,477
+10,805
| +6% | +$1.23M | 0.19% | 121 |
|
|
2017
Q2 | $19.8M | Buy |
178,672
+919
| +0.5% | +$98.2K | 0.18% | 127 |
|
|
2017
Q1 | $19.1M | Sell |
177,753
-8,601
| -5% | -$940K | 0.18% | 128 |
|
|
2016
Q4 | $21.4M | Sell |
186,354
-8,985
| -5% | -$1.01M | 0.21% | 104 |
|
|
2016
Q3 | $21.4M | Sell |
195,339
-3,930
| -2% | -$429K | 0.21% | 110 |
|
|
2016
Q2 | $21.5M | Sell |
199,269
-14,322
| -7% | -$1.49M | 0.22% | 95 |
|
|
2016
Q1 | $22.5M | Sell |
213,591
-21,019
| -9% | -$2.04M | 0.25% | 82 |
|
|
2015
Q4 | $22.6M | Sell |
234,610
-15,255
| -6% | -$1.56M | 0.26% | 78 |
|
|
2015
Q3 | $24.7M | Sell |
249,865
-9,371
| -4% | -$925K | 0.3% | 63 |
|
|
2015
Q2 | $25.1M | Buy |
259,236
+9,178
| +4% | +$912K | 0.29% | 80 |
|
|
2015
Q1 | $25.1M | Buy |
250,058
+59,859
| +31% | +$6.14M | 0.31% | 84 |
|
|
2014
Q4 | $21.1M | Buy |
190,199
+8,414
| +5% | +$888K | 0.32% | 80 |
|
|
2014
Q3 | $17.9M | Buy |
181,785
+4,186
| +2% | +$416K | 0.31% | 82 |
|
|
2014
Q2 | $18.2M | Sell |
177,599
-2,885
| -2% | -$290K | 0.34% | 75 |
|
|
2014
Q1 | $17.6M | Buy |
180,484
+25,069
| +16% | +$2.44M | 0.37% | 59 |
|
|
2013
Q4 | $16.3M | Buy |
155,415
+128,842
| +485% | +$12.7M | 0.56% | 42 |
|
|
2013
Q3 | $2.43M | Sell |
26,573
-165,766
| -86% | -$14.6M | 0.08% | 228 |
|
|
2013
Q2 | $16.6M | Buy |
+192,339
| New | +$16.5M | 0.44% | 60 |
|
Other funds holding UPS
VCM
VPM
United Capital Financial Advisors's UPS Position: Q1 2026 in Review
United Capital Financial Advisors increased its United Parcel Service (UPS) stake by 4.3% in Q1 2026, buying an estimated $378K and bringing the position to 85,791 shares worth $8.44M. The position accounts for 0.05% of the portfolio, ranked #262.
United Capital Financial Advisors first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $43.2M in Q2 2021. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- United Capital Financial Advisors held 85,791 shares of United Parcel Service worth $8.44M as of Q1 2026.
- United Capital Financial Advisors bought 3,527 United Parcel Service shares in Q1 2026, an estimated $378K.
- United Parcel Service made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #262 holding.
- United Capital Financial Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- United Capital Financial Advisors's United Parcel Service position peaked at $43.2M in Q2 2021.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.