Dimensional Fund Advisors
UPS icon

Dimensional Fund Advisors’s United Parcel Service UPS Stock Holding History

Dimensional Fund Advisors’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 		$495M Buy
5,037,626
+271,646
+6% +$29.1M 0.1% 164
2025
Q4 		$473M Sell
4,765,980
-306,302
-6% -$28.7M 0.1% 165
2025
Q3 		$424M Buy
5,072,282
+486,384
+11% +$44.1M 0.09% 183
2025
Q2 		$463M Buy
4,585,898
+694,271
+18% +$68.3M 0.11% 136
2025
Q1 		$428M Buy
3,891,627
+268,418
+7% +$32.1M 0.11% 151
2024
Q4 		$457M Buy
3,623,209
+200,169
+6% +$26.3M 0.11% 130
2024
Q3 		$467M Sell
3,423,040
-182,318
-5% -$23.9M 0.11% 128
2024
Q2 		$493M Sell
3,605,358
-75,374
-2% -$10.8M 0.13% 108
2024
Q1 		$547M Buy
3,680,732
+4,291
+0.1% +$652K 0.15% 100
2023
Q4 		$578M Buy
3,676,441
+200,297
+6% +$30.3M 0.17% 78
2023
Q3 		$542M Buy
3,476,144
+49,294
+1% +$8.51M 0.18% 74
2023
Q2 		$614M Buy
3,426,850
+148,876
+5% +$26.4M 0.2% 64
2023
Q1 		$636M Buy
3,277,974
+111,008
+4% +$20.4M 0.21% 60
2022
Q4 		$551K Buy
3,166,966
+63,730
+2% +$11M 0.16% 74
2022
Q3 		$501M Buy
3,103,236
+82,716
+3% +$15.7M 0.19% 66
2022
Q2 		$551M Buy
3,020,520
+131,677
+5% +$24M 0.2% 65
2022
Q1 		$620M Buy
2,888,843
+129,991
+5% +$27.6M 0.19% 67
2021
Q4 		$591M Buy
2,758,852
+88,251
+3% +$17.9M 0.18% 72
2021
Q3 		$486M Buy
2,670,601
+65,897
+3% +$13M 0.16% 87
2021
Q2 		$542M Sell
2,604,704
-2,921
-0.1% -$584K 0.17% 82
2021
Q1 		$443M Buy
2,607,625
+14,854
+0.6% +$2.4M 0.15% 94
2020
Q4 		$437M Buy
2,592,771
+62,412
+2% +$10.5M 0.16% 87
2020
Q3 		$422M Buy
2,530,359
+91,317
+4% +$13.3M 0.18% 77
2020
Q2 		$271M Buy
2,439,042
+38,559
+2% +$3.85M 0.12% 115
2020
Q1 		$224M Buy
2,400,483
+58,258
+2% +$6.04M 0.12% 118
2019
Q4 		$274M Buy
2,342,225
+89,633
+4% +$10.6M 0.1% 146
2019
Q3 		$270M Buy
2,252,592
+11,726
+0.5% +$1.34M 0.1% 132
2019
Q2 		$231M Buy
2,240,866
+95,945
+4% +$9.98M 0.09% 173
2019
Q1 		$240M Buy
2,144,921
+50,483
+2% +$5.35M 0.1% 148
2018
Q4 		$204M Buy
2,094,438
+58,079
+3% +$6.3M 0.09% 169
2018
Q3 		$238M Buy
2,036,359
+47,982
+2% +$5.65M 0.09% 176
2018
Q2 		$211M Buy
1,988,377
+189,466
+11% +$21.3M 0.08% 201
2018
Q1 		$188M Buy
1,798,911
+27,329
+2% +$3.16M 0.08% 233
2017
Q4 		$211M Buy
1,771,582
+31,767
+2% +$3.73M 0.09% 203
2017
Q3 		$209M Buy
1,739,815
+2,145
+0.1% +$244K 0.09% 190
2017
Q2 		$192M Buy
1,737,670
+49,059
+3% +$5.24M 0.09% 203
2017
Q1 		$181M Buy
1,688,611
+143,630
+9% +$15.7M 0.09% 218
2016
Q4 		$177M Buy
1,544,981
+54,019
+4% +$6.09M 0.09% 211
2016
Q3 		$163M Buy
1,490,962
+54,597
+4% +$5.96M 0.09% 204
2016
Q2 		$155M Buy
1,436,365
+4,197
+0.3% +$437K 0.09% 203
2016
Q1 		$151M Buy
1,432,168
+86,159
+6% +$8.37M 0.09% 202
2015
Q4 		$130M Buy
1,346,009
+96,168
+8% +$9.82M 0.08% 241
2015
Q3 		$123M Buy
1,249,841
+56,010
+5% +$5.53M 0.08% 251
2015
Q2 		$116M Buy
1,193,831
+71,979
+6% +$7.15M 0.07% 301
2015
Q1 		$109M Buy
1,121,852
+48,008
+4% +$4.93M 0.07% 316
2014
Q4 		$119M Buy
1,073,844
+76,179
+8% +$8.04M 0.08% 258
2014
Q3 		$98.1M Buy
997,665
+93,248
+10% +$9.27M 0.07% 304
2014
Q2 		$92.8M Buy
904,417
+48,673
+6% +$4.89M 0.06% 339
2014
Q1 		$83.3M Buy
855,744
+151,305
+21% +$14.7M 0.06% 353
2013
Q4 		$74M Buy
704,439
+10,974
+2% +$1.08M 0.06% 391
2013
Q3 		$63.4M Buy
693,465
+30,899
+5% +$2.72M 0.05% 406
2013
Q2 		$57.3M Buy
+662,566
New +$56.8M 0.05% 418

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

Dimensional Fund Advisors's UPS Position: Q1 2026 in Review

Dimensional Fund Advisors increased its United Parcel Service (UPS) stake by 5.7% in Q1 2026, buying an estimated $29.1M and bringing the position to 5,037,626 shares worth $495M. The position accounts for 0.1% of the portfolio, ranked #164.

Dimensional Fund Advisors first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $636M in Q1 2023. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Dimensional Fund Advisors held 5,037,626 shares of United Parcel Service worth $495M as of Q1 2026.
  • Dimensional Fund Advisors bought 271,646 United Parcel Service shares in Q1 2026, an estimated $29.1M.
  • United Parcel Service made up 0.1% of Dimensional Fund Advisors's portfolio in Q1 2026, its #164 holding.
  • Dimensional Fund Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Dimensional Fund Advisors's United Parcel Service position peaked at $636M in Q1 2023.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Dimensional Fund Advisors's 13F filing for Q1 2026, filed 7 May 2026.