UCFA
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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's UPS Position: Q2 2026 in Review

United Capital Financial Advisors increased its United Parcel Service (UPS) stake by 1.1% in Q2 2026, buying an estimated $102K and bringing the position to 86,771 shares worth $9.33M. The position accounts for 0.05% of the portfolio, ranked #263.

United Capital Financial Advisors first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $43.2M in Q2 2021. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • United Capital Financial Advisors held 86,771 shares of United Parcel Service worth $9.33M as of Q2 2026.
  • United Capital Financial Advisors bought 980 United Parcel Service shares in Q2 2026, an estimated $102K.
  • United Parcel Service made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #263 holding.
  • United Capital Financial Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's United Parcel Service position peaked at $43.2M in Q2 2021.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.