CapWealth Advisors, LLC UPS — UNITED PARCEL SERVICE INC CL COM

Ownership history in CapWealth Advisors, LLC  ·  55 quarters on record

AI Ownership Summary

CapWealth Advisors, LLC reported UNITED PARCEL SERVICE INC CL COM (UPS) in 55 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.96% in 2025 Q2. The latest visible filing shows UPS at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CapWealth Advisors, LLC's position in UNITED PARCEL SERVICE INC CL COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UPS was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.96% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UPS stock page CapWealth Advisors, LLC fund profile CapWealth Advisors, LLC full holdings
How CapWealth Advisors, LLC held UPS — position size vs. price
% of Fund (quarterly)    UPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 230,181 +7,675 +3.4% 1.68% $22.6M 2026-05-05 $98.07
2025 Q4 ADDED — — — 222,506 +6,279 +2.9% 1.50% $22.1M 2026-02-02 $108.75
2025 Q3 ADDED — — — 216,227 +19,188 +9.7% 1.63% $18.1M 2025-10-21 $85.36
2025 Q2 ADDED — — — 197,039 +101,448 +106.1% 1.96% $19.9M 2025-07-29 $86.43
2025 Q1 ADDED — — — 95,591 +11,717 +14.0% 1.14% $10.5M 2025-04-30 $89.20
2024 Q4 ADDED — — — 83,874 +3,312 +4.1% 1.16% $10.6M 2025-01-30 $106.03
2024 Q3 ADDED — — — 80,562 +7,331 +10.0% 1.19% $11.0M 2024-10-31 $122.21
2024 Q2 ADDED — — — 73,231 +570 +0.8% 1.27% $10.0M 2024-08-05 $113.44
2024 Q1 ADDED — — — 72,661 +14,477 +24.9% 1.21% $10.8M 2024-05-03 $130.36
2023 Q4 ADDED — — — 58,184 +686 +1.2% 1.12% $9.1M 2024-01-31 $124.92
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UPS

As of 2026 Q1 — sorted by position size

Mayar Capital Ltd. 3Y 10.49% SPIREPOINT PRIVATE CLIENT, LLC 9.6% OAKLAND FINANCIAL CORP 6.6% Spurstone Advisory Services, LLC 6.22% Clark & Stuart, Inc 5.51% Mountain Hill Investment Partners Corp. 4.77% Maj Invest Holding A/S 3Y 7Y 4.75% SOUTHERN CAPITAL ADVISORS, LLC 3Y 4.25% Accredited Investors Inc. 3Y 7Y 4.15% CLIFFORD SWAN INVESTMENT COUNSEL LLC 3Y 7Y 3.24%

FAQ About CapWealth Advisors, LLC and UPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CapWealth Advisors, LLC reported owning UPS?

CapWealth Advisors, LLC reported UPS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported UPS position in CapWealth Advisors, LLC's portfolio?

The largest reported portfolio weight for UPS was 1.96% in 2025 Q2.

What is the latest reported UPS position on this page?

The most recent filing on this page is 2026 Q1, when CapWealth Advisors, LLC reported 230,181 shares, equal to 1.68% of portfolio, with an estimated market value of $22.6M.

What does the chart on this UPS ownership page compare?

The chart compares CapWealth Advisors, LLC's quarterly UPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CapWealth Advisors, LLC time their UPS position?

Based on 13F filing dates vs. subsequent UPS price moves, CapWealth Advisors, LLC correctly timed 22 out of 52 reported position changes (42%).

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