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CapWealth Advisors, LLC UPS Position History
United Parcel Service, Inc. • Industrials
Quarters held
8
Latest value
$21.9M
Q3 2026
Peak value
$25.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $18.1M |
| Q3 2025 | $18.1M |
| Q3 2025 | $18.1M |
| Q4 2025 | $22.1M |
| Q4 2025 | $22.1M |
| Q1 2026 | $22.6M |
| Q2 2026 | $25.2M |
| Q3 2026 | $21.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.9M | 234.1K | — | — |
| Q2 2026 | $25.2M | 234.8K | — | — |
| Q1 2026 | $22.6M | 230.2K | — | — |
| Q4 2025 | $22.1M | 222.5K | — | — |
| Q4 2025 | $22.1M | 222.5K | — | — |
| Q3 2025 | $18.1M | 216.2K | — | — |
| Q3 2025 | $18.1M | 216.2K | — | — |
| Q3 2025 | $18.1M | 216.2K | — | — |