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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.A. Davidson & Co's UPS Position: Q2 2026 in Review

D.A. Davidson & Co reduced its United Parcel Service (UPS) stake by 3.9% in Q2 2026, selling an estimated $659K and leaving 154,665 shares worth $16.6M. The position accounts for 0.09% of the portfolio, ranked #181.

D.A. Davidson & Co first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.3M in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • D.A. Davidson & Co held 154,665 shares of United Parcel Service worth $16.6M as of Q2 2026.
  • D.A. Davidson & Co sold 6,342 United Parcel Service shares in Q2 2026, an estimated $659K.
  • United Parcel Service made up 0.09% of D.A. Davidson & Co's portfolio in Q2 2026, its #181 holding.
  • D.A. Davidson & Co first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
  • D.A. Davidson & Co's United Parcel Service position peaked at $35.3M in Q1 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.