DLA
UPS icon

Douglas Lane & Associates’s United Parcel Service UPS Stock Holding History

Douglas Lane & Associates’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
Q2 		$203K Buy
+1,884
New +$196K ﹤0.01% 248
2026
Q1 		– Sell
-2,054
Closed -$204K – 244
2025
Q4 		$204K Buy
+2,054
New +$192K ﹤0.01% 235
2025
Q3 		– Sell
-2,183
Closed -$220K – 244
2025
Q2 		$220K Sell
2,183
-170
-7% -$16.7K ﹤0.01% 228
2025
Q1 		$259K Sell
2,353
-349
-13% -$41.7K ﹤0.01% 217
2024
Q4 		$341K Sell
2,702
-186
-6% -$24.5K ﹤0.01% 204
2024
Q3 		$394K Sell
2,888
-9
-0.3% -$1.18K 0.01% 199
2024
Q2 		$396K Sell
2,897
-350
-11% -$50.1K 0.01% 189
2024
Q1 		$483K Buy
3,247
+188
+6% +$28.6K 0.01% 182
2023
Q4 		$481K Sell
3,059
-115
-4% -$17.4K 0.01% 181
2023
Q3 		$495K Sell
3,174
-72
-2% -$12.4K 0.01% 172
2023
Q2 		$582K Buy
3,246
+1
+0% +$178 0.01% 169
2023
Q1 		$630K Sell
3,245
-243
-7% -$44.6K 0.01% 167
2022
Q4 		$606K Sell
3,488
-89
-2% -$15.4K 0.01% 166
2022
Q3 		$578K Buy
3,577
+141
+4% +$26.7K 0.01% 163
2022
Q2 		$627K Sell
3,436
-104
-3% -$19K 0.01% 163
2022
Q1 		$759K Buy
3,540
+32
+0.9% +$6.8K 0.01% 163
2021
Q4 		$752K Sell
3,508
-185
-5% -$37.6K 0.01% 166
2021
Q3 		$672K Buy
3,693
+160
+5% +$31.6K 0.01% 162
2021
Q2 		$735K Buy
3,533
+19
+0.5% +$3.8K 0.01% 157
2021
Q1 		$597K Sell
3,514
-761
-18% -$123K 0.01% 158
2020
Q4 		$720K Buy
4,275
+85
+2% +$14.3K 0.01% 151
2020
Q3 		$698K Sell
4,190
-47
-1% -$6.84K 0.01% 146
2020
Q2 		$471K Buy
4,237
+120
+3% +$12K 0.01% 156
2020
Q1 		$385K Sell
4,117
-292
-7% -$30.3K 0.01% 163
2019
Q4 		$516K Sell
4,409
-1,260
-22% -$149K 0.01% 164
2019
Q3 		$679K Sell
5,669
-625
-10% -$71.5K 0.01% 154
2019
Q2 		$650K Sell
6,294
-235
-4% -$24.4K 0.01% 159
2019
Q1 		$730K Sell
6,529
-1,064
-14% -$113K 0.02% 157
2018
Q4 		$741K Sell
7,593
-378
-5% -$41K 0.02% 152
2018
Q3 		$931K Sell
7,971
-449
-5% -$52.8K 0.02% 150
2018
Q2 		$894K Sell
8,420
-90
-1% -$10.1K 0.02% 148
2018
Q1 		$891K Sell
8,510
-54
-0.6% -$6.24K 0.02% 143
2017
Q4 		$1.02M Sell
8,564
-691
-7% -$81.2K 0.02% 139
2017
Q3 		$1.11M Sell
9,255
-2,643
-22% -$300K 0.03% 142
2017
Q2 		$1.32M Sell
11,898
-7,956
-40% -$850K 0.03% 139
2017
Q1 		$2.13M Sell
19,854
-6,725
-25% -$735K 0.05% 130
2016
Q4 		$3.05M Sell
26,579
-1,424
-5% -$160K 0.08% 125
2016
Q3 		$3.06M Sell
28,003
-1,857
-6% -$203K 0.08% 129
2016
Q2 		$3.22M Buy
29,860
+424
+1% +$44.1K 0.09% 129
2016
Q1 		$3.1M Buy
+29,436
New +$2.86M 0.08% 131

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Douglas Lane & Associates's UPS Position: Q2 2026 in Review

Douglas Lane & Associates opened a new position in United Parcel Service (UPS) in Q2 2026: 1,884 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: Douglas Lane & Associates previously reported a position in UPS as recently as Q4 2025.

Douglas Lane & Associates first reported a position in UPS in Q1 2016 and has held it in 40 quarters since. The position peaked at $3.22M in Q2 2016. 852 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Douglas Lane & Associates held 1,884 shares of United Parcel Service worth $203K as of Q2 2026.
  • United Parcel Service was a new Douglas Lane & Associates position in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #248 holding.
  • Douglas Lane & Associates first reported a position in United Parcel Service in Q1 2016 and has held it in 40 quarters since.
  • Douglas Lane & Associates's United Parcel Service position peaked at $3.22M in Q2 2016.
  • 852 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.