UCFA
UPS icon

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

United Capital Financial 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
2023
Q2 		– Sell
-3,300
Closed -$640K – 980
2023
Q1 		$640K Buy
+3,300
New +$605K ﹤0.01% 677

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

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.