D.A. Davidson & Co
UPS icon

D.A. Davidson & Co’s United Parcel Service UPS Stock Holding History

D.A. Davidson & Co’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
2023
Q1 		– Sell
-5
Closed -$12.8K – 1419
2022
Q4 		$12.8K Buy
+5
New +$866 ﹤0.01% 1302

Other funds holding UPS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

D.A. Davidson & Co's UPS Position: Q3 2026 in Review

D.A. Davidson & Co increased its United Parcel Service (UPS) stake by 6.1% in Q3 2026, buying an estimated $988K and bringing the position to 164,075 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #195.

D.A. Davidson & Co first reported a position in UPS in Q2 2013 and has held it in 54 quarters since. The position peaked at $35.3M in Q1 2023. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • D.A. Davidson & Co held 164,075 shares of United Parcel Service worth $15.3M as of Q3 2026.
  • D.A. Davidson & Co bought 9,410 United Parcel Service shares in Q3 2026, an estimated $988K.
  • United Parcel Service made up 0.08% of D.A. Davidson & Co's portfolio in Q3 2026, its #195 holding.
  • D.A. Davidson & Co first reported a position in United Parcel Service in Q2 2013 and has held it in 54 quarters since.
  • D.A. Davidson & Co's United Parcel Service position peaked at $35.3M in Q1 2023.
  • 1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.