D.A. Davidson & Co’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.8M | Buy |
161,007
+32,090
| +25% | +$3.44M | 0.1% | 167 |
|
|
2025
Q4 | $12.8M | Sell |
128,917
-1,599
| -1% | -$150K | 0.08% | 200 |
|
|
2025
Q3 | $10.9M | Sell |
130,516
-35,895
| -22% | -$3.25M | 0.07% | 217 |
|
|
2025
Q2 | $16.8M | Buy |
166,411
+2,925
| +2% | +$288K | 0.12% | 139 |
|
|
2025
Q1 | $18M | Sell |
163,486
-51,047
| -24% | -$6.1M | 0.14% | 121 |
|
|
2024
Q4 | $27.1M | Buy |
214,533
+11,054
| +5% | +$1.45M | 0.22% | 85 |
|
|
2024
Q3 | $27.7M | Sell |
203,479
-556
| -0.3% | -$73K | 0.23% | 79 |
|
|
2024
Q2 | $27.9M | Buy |
204,035
+626
| +0.3% | +$89.6K | 0.25% | 70 |
|
|
2024
Q1 | $30.2M | Buy |
203,409
+17,193
| +9% | +$2.61M | 0.27% | 64 |
|
|
2023
Q4 | $29.3M | Sell |
186,216
-2,890
| -2% | -$437K | 0.29% | 66 |
|
|
2023
Q3 | $29.5M | Buy |
189,106
+1,416
| +0.8% | +$244K | 0.32% | 58 |
|
|
2023
Q2 | $33.6M | Buy |
187,690
+5,799
| +3% | +$1.03M | 0.36% | 55 |
|
|
2023
Q1 | $35.3M | Buy |
181,891
+10,909
| +6% | +$2M | 0.4% | 53 |
|
|
2022
Q4 | $29.7M | Buy |
170,982
+11,521
| +7% | +$1.99M | 0.35% | 58 |
|
|
2022
Q3 | $25.8M | Buy |
159,461
+10,775
| +7% | +$2.04M | 0.34% | 60 |
|
|
2022
Q2 | $27.1M | Sell |
148,686
-3,676
| -2% | -$670K | 0.34% | 60 |
|
|
2022
Q1 | $32.7M | Buy |
152,362
+2,561
| +2% | +$544K | 0.36% | 57 |
|
|
2021
Q4 | $32.1M | Buy |
149,801
+2,198
| +1% | +$447K | 0.34% | 62 |
|
|
2021
Q3 | $26.9M | Buy |
147,603
+7,356
| +5% | +$1.45M | 0.31% | 68 |
|
|
2021
Q2 | $29.2M | Buy |
140,247
+13,044
| +10% | +$2.61M | 0.34% | 61 |
|
|
2021
Q1 | $21.6M | Buy |
127,203
+49,738
| +64% | +$8.05M | 0.28% | 75 |
|
|
2020
Q4 | $13M | Buy |
77,465
+1,052
| +1% | +$178K | 0.2% | 89 |
|
|
2020
Q3 | $12.7M | Sell |
76,413
-14,357
| -16% | -$2.09M | 0.22% | 82 |
|
|
2020
Q2 | $10.1M | Sell |
90,770
-60,009
| -40% | -$5.99M | 0.19% | 90 |
|
|
2020
Q1 | $14.2M | Buy |
150,779
+44,663
| +42% | +$4.63M | 0.28% | 72 |
|
|
2019
Q4 | $12.4M | Sell |
106,116
-151
| -0.1% | -$17.9K | 0.2% | 91 |
|
|
2019
Q3 | $12.7M | Buy |
106,267
+1,740
| +2% | +$199K | 0.23% | 82 |
|
|
2019
Q2 | $10.8M | Sell |
104,527
-11,933
| -10% | -$1.24M | 0.2% | 87 |
|
|
2019
Q1 | $12.9M | Buy |
116,460
+31
| +0% | +$3.29K | 0.22% | 78 |
|
|
2018
Q4 | $11.4M | Buy |
116,429
+9,885
| +9% | +$1.07M | 0.22% | 76 |
|
|
2018
Q3 | $12.4M | Buy |
106,544
+948
| +0.9% | +$112K | 0.22% | 79 |
|
|
2018
Q2 | $11.2M | Buy |
105,596
+5,428
| +5% | +$610K | 0.22% | 86 |
|
|
2018
Q1 | $10.5M | Sell |
100,168
-1,472
| -1% | -$170K | 0.22% | 84 |
|
|
2017
Q4 | $12.1M | Buy |
101,640
+7,433
| +8% | +$874K | 0.25% | 73 |
|
|
2017
Q3 | $11.3M | Buy |
94,207
+5,049
| +6% | +$574K | 0.22% | 103 |
|
|
2017
Q2 | $9.86M | Buy |
89,158
+11,774
| +15% | +$1.26M | 0.22% | 79 |
|
|
2017
Q1 | $8.3M | Sell |
77,384
-69,763
| -47% | -$7.62M | 0.2% | 93 |
|
|
2016
Q4 | $16.9M | Buy |
147,147
+1,724
| +1% | +$194K | 0.38% | 58 |
|
|
2016
Q3 | $15.9M | Buy |
145,423
+87
| +0.1% | +$9.5K | 0.4% | 56 |
|
|
2016
Q2 | $15.7M | Buy |
145,336
+2,458
| +2% | +$256K | 0.46% | 49 |
|
|
2016
Q1 | $15.1M | Buy |
142,878
+7,061
| +5% | +$686K | 0.47% | 50 |
|
|
2015
Q4 | $13.1M | Sell |
135,817
-218
| -0.2% | -$22.3K | 0.43% | 48 |
|
|
2015
Q3 | $13.4M | Buy |
136,035
+3,372
| +3% | +$333K | 0.47% | 44 |
|
|
2015
Q2 | $12.9M | Buy |
132,663
+12,036
| +10% | +$1.2M | 0.42% | 48 |
|
|
2015
Q1 | $11.7M | Buy |
120,627
+7,625
| +7% | +$782K | 0.38% | 51 |
|
|
2014
Q4 | $12.6M | Sell |
113,002
-401
| -0.4% | -$42.3K | 0.41% | 52 |
|
|
2014
Q3 | $11.1M | Buy |
113,403
+4,262
| +4% | +$423K | 0.38% | 58 |
|
|
2014
Q2 | $11.2M | Buy |
109,141
+600
| +0.6% | +$60.3K | 0.38% | 59 |
|
|
2014
Q1 | $10.6M | Buy |
108,541
+2,740
| +3% | +$267K | 0.38% | 56 |
|
|
2013
Q4 | $11.1M | Buy |
105,801
+7,775
| +8% | +$766K | 0.42% | 53 |
|
|
2013
Q3 | $8.95M | Buy |
98,026
+2,066
| +2% | +$182K | 0.4% | 52 |
|
|
2013
Q2 | $8.29M | Buy |
+95,960
| New | +$8.23M | 0.4% | 55 |
|
Other funds holding UPS
VCM
VPM
D.A. Davidson & Co's UPS Position: Q1 2026 in Review
D.A. Davidson & Co increased its United Parcel Service (UPS) stake by 25% in Q1 2026, buying an estimated $3.44M and bringing the position to 161,007 shares worth $15.8M. The position accounts for 0.1% of the portfolio, ranked #167.
D.A. Davidson & Co first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.3M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- D.A. Davidson & Co held 161,007 shares of United Parcel Service worth $15.8M as of Q1 2026.
- D.A. Davidson & Co bought 32,090 United Parcel Service shares in Q1 2026, an estimated $3.44M.
- United Parcel Service made up 0.1% of D.A. Davidson & Co's portfolio in Q1 2026, its #167 holding.
- D.A. Davidson & Co first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- D.A. Davidson & Co's United Parcel Service position peaked at $35.3M in Q1 2023.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.