Xcel Wealth Management
UPS icon

Xcel Wealth Management’s United Parcel Service UPS Stock Holding History

Xcel Wealth Management’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
Q3 		$971K Buy
10,389
+1,765
+20% +$185K 0.24% 74
2026
Q2 		$927K Buy
+8,624
New +$897K 0.22% 80
2025
Q3 		– Sell
-4,424
Closed -$447K – 142
2025
Q2 		$447K Sell
4,424
-8,048
-65% -$792K 0.13% 95
2025
Q1 		$1.37M Buy
12,472
+180
+1% +$21.5K 0.43% 51
2024
Q4 		$1.55M Sell
12,292
-117
-0.9% -$15.4K 0.43% 45
2024
Q3 		$1.69M Buy
12,409
+9,013
+265% +$1.18M 0.49% 45
2024
Q2 		$465K Sell
3,396
-75
-2% -$10.7K 0.15% 83
2024
Q1 		$516K Sell
3,471
-675
-16% -$103K 0.16% 81
2023
Q4 		$652K Sell
4,146
-785
-16% -$119K 0.23% 70
2023
Q3 		$769K Sell
4,931
-602
-11% -$104K 0.3% 62
2023
Q2 		$992K Buy
5,533
+300
+6% +$53.3K 0.31% 63
2023
Q1 		$1.02M Sell
5,233
-74
-1% -$13.6K 0.36% 57
2022
Q4 		$923K Buy
5,307
+18
+0.3% +$3.12K 0.36% 56
2022
Q3 		$854K Hold
5,289
– – 0.32% 59
2022
Q2 		$965K Sell
5,289
-20,450
-79% -$3.73M 0.35% 57
2022
Q1 		$5.52M Sell
25,739
-12,845
-33% -$2.73M 1.51% 20
2021
Q4 		$8.27M Sell
38,584
-765
-2% -$156K 2.13% 13
2021
Q3 		$7.16M Buy
39,349
+2,726
+7% +$538K 2.08% 14
2021
Q2 		$7.62M Sell
36,623
-285
-0.8% -$57K 2.3% 14
2021
Q1 		$6.27M Buy
36,908
+5,550
+18% +$898K 2.24% 13
2020
Q4 		$5.28M Buy
31,358
+4,625
+17% +$781K 2.28% 13
2020
Q3 		$4.45M Sell
26,733
-275
-1% -$40K 2.29% 13
2020
Q2 		$3M Buy
+27,008
New +$2.7M 1.86% 18

Other funds holding UPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Xcel Wealth Management's UPS Position: Q3 2026 in Review

Xcel Wealth Management increased its United Parcel Service (UPS) stake by 20% in Q3 2026, buying an estimated $185K and bringing the position to 10,389 shares worth $971K. The position accounts for 0.24% of the portfolio, ranked #74.

Xcel Wealth Management first reported a position in UPS in Q2 2020 and has held it in 23 quarters since. The position peaked at $8.27M in Q4 2021. 1,296 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Xcel Wealth Management held 10,389 shares of United Parcel Service worth $971K as of Q3 2026.
  • Xcel Wealth Management bought 1,765 United Parcel Service shares in Q3 2026, an estimated $185K.
  • United Parcel Service made up 0.24% of Xcel Wealth Management's portfolio in Q3 2026, its #74 holding.
  • Xcel Wealth Management first reported a position in United Parcel Service in Q2 2020 and has held it in 23 quarters since.
  • Xcel Wealth Management's United Parcel Service position peaked at $8.27M in Q4 2021.
  • 1,296 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.