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Donoghue Forlines’s United Parcel Service UPS Stock Holding History

Donoghue Forlines’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 		$1.63M Buy
+16,522
New +$1.77M 0.45% 88
2025
Q3 		– Sell
-14,563
Closed -$1.47M – 134
2025
Q2 		$1.47M Buy
14,563
+1,940
+15% +$191K 0.42% 81
2025
Q1 		$1.39M Buy
+12,623
New +$1.51M 0.44% 101
2024
Q3 		– Sell
-4,433
Closed -$607K – 273
2024
Q2 		$607K Buy
4,433
+187
+4% +$26.8K 0.17% 130
2024
Q1 		$631K Buy
4,246
+231
+6% +$35.1K 0.18% 142
2023
Q4 		$631K Sell
4,015
-398
-9% -$60.2K 0.2% 130
2023
Q3 		$688K Buy
4,413
+2,116
+92% +$365K 0.24% 131
2023
Q2 		$412K Sell
2,297
-242
-10% -$43K 0.13% 165
2023
Q1 		$493K Sell
2,539
-2,665
-51% -$489K 0.18% 137
2022
Q4 		$905K Buy
5,204
+2,808
+117% +$486K 0.32% 109
2022
Q3 		$387K Buy
+2,396
New +$454K 0.14% 144
2022
Q2 		– Sell
-3,632
Closed -$779K – 293
2022
Q1 		$779K Buy
+3,632
New +$772K 0.17% 195
2021
Q3 		– Sell
-8,412
Closed -$1.75M – 243
2021
Q2 		$1.75M Buy
+8,412
New +$1.68M 0.33% 75
2020
Q4 		– Sell
-8,594
Closed -$1.43M – 299
2020
Q3 		$1.43M Buy
+8,594
New +$1.25M 0.39% 40
2018
Q4 		– Sell
-112,348
Closed -$13.1M – 148
2018
Q3 		$13.1M Sell
112,348
-27,306
-20% -$3.21M 1.02% 48
2018
Q2 		$14.8M Sell
139,654
-22,395
-14% -$2.52M 1.23% 57
2018
Q1 		$17M Buy
162,049
+12,840
+9% +$1.48M 1.47% 34
2017
Q4 		$17.8M Buy
149,209
+8,766
+6% +$1.03M 1.35% 38
2017
Q3 		$16.9M Sell
140,443
-8,432
-6% -$959K 1.78% 26
2017
Q2 		$16.5M Buy
+148,875
New +$15.9M 1.87% 16

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

Donoghue Forlines's UPS Position: Q1 2026 in Review

Donoghue Forlines opened a new position in United Parcel Service (UPS) in Q1 2026: 16,522 shares worth $1.63M. The stake represents 0.45% of the portfolio and ranks #88 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in UPS as recently as Q2 2025.

Donoghue Forlines first reported a position in UPS in Q2 2017 and has held it in 20 quarters since. The position peaked at $17.8M in Q4 2017. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Donoghue Forlines held 16,522 shares of United Parcel Service worth $1.63M as of Q1 2026.
  • United Parcel Service was a new Donoghue Forlines position in Q1 2026.
  • United Parcel Service made up 0.45% of Donoghue Forlines's portfolio in Q1 2026, its #88 holding.
  • Donoghue Forlines first reported a position in United Parcel Service in Q2 2017 and has held it in 20 quarters since.
  • Donoghue Forlines's United Parcel Service position peaked at $17.8M in Q4 2017.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.