Alan B. Lancz & Associates’s United Parcel Service UPS Stock Holding History

Alan B. Lancz & Associates’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 Q1	$576K	Sell	5,850 -520	-8%	-$55.8K	0.56%	50
2025 Q4	$632K	Hold	6,370	–	–	0.56%	44
2025 Q3	$532K	Hold	6,370	–	–	0.48%	52
2025 Q2	$643K	Hold	6,370	–	–	0.64%	38
2025 Q1	$701K	Hold	6,370	–	–	0.75%	32
2024 Q4	$803K	Sell	6,370 -400	-6%	-$52.6K	0.82%	27
2024 Q3	$923K	Hold	6,770	–	–	0.85%	29
2024 Q2	$926K	Buy	+6,770	New	+$969K	0.92%	25
2023 Q4	$1.1M	Sell	6,970 -300	-4%	-$45.4K	1.15%	17
2023 Q3	$1.13M	Sell	7,270 -150	-2%	-$25.9K	1.29%	18
2023 Q2	$1.33M	Hold	7,420	–	–	1.42%	17
2023 Q1	$1.44M	Hold	7,420	–	–	1.49%	13
2022 Q4	$1.35M	Hold	7,420	–	–	1.36%	15
2022 Q3	$1.2M	Hold	7,420	–	–	1.42%	14
2022 Q2	$1.45M	Sell	7,420 -650	-8%	-$119K	1.43%	12
2022 Q1	$1.73M	Hold	8,070	–	–	1.53%	14
2021 Q4	$1.73M	Buy	+8,070	New	+$1.64M	1.51%	13

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alan B. Lancz & Associates's UPS Position: Q1 2026 in Review

Alan B. Lancz & Associates reduced its United Parcel Service (UPS) stake by 8.2% in Q1 2026, selling an estimated $55.8K and leaving 5,850 shares worth $576K. The position accounts for 0.56% of the portfolio, ranked #50.

Alan B. Lancz & Associates first reported a position in UPS in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.73M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Alan B. Lancz & Associates held 5,850 shares of United Parcel Service worth $576K as of Q1 2026.
Alan B. Lancz & Associates sold 520 United Parcel Service shares in Q1 2026, an estimated $55.8K.
United Parcel Service made up 0.56% of Alan B. Lancz & Associates's portfolio in Q1 2026, its #50 holding.
Alan B. Lancz & Associates first reported a position in United Parcel Service in Q4 2021 and has held it in 17 quarters since.
Alan B. Lancz & Associates's United Parcel Service position peaked at $1.73M in Q1 2022.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.