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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.