Envestnet Asset Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $153M | Buy |
1,556,317
+460,870
| +42% | +$49.4M | 0.04% | 399 |
|
|
2025
Q4 | $109M | Buy |
1,095,447
+98,432
| +10% | +$9.21M | 0.03% | 483 |
|
|
2025
Q3 | $83.3M | Sell |
997,015
-275,986
| -22% | -$25M | 0.02% | 569 |
|
|
2025
Q2 | $128M | Sell |
1,273,001
-190,761
| -13% | -$18.8M | 0.04% | 426 |
|
|
2025
Q1 | $161M | Buy |
1,463,762
+166,406
| +13% | +$19.9M | 0.05% | 343 |
|
|
2024
Q4 | $164M | Sell |
1,297,356
-132,130
| -9% | -$17.4M | 0.05% | 342 |
|
|
2024
Q3 | $195M | Sell |
1,429,486
-448,931
| -24% | -$58.9M | 0.06% | 287 |
|
|
2024
Q2 | $257M | Sell |
1,878,417
-139,903
| -7% | -$20M | 0.09% | 212 |
|
|
2024
Q1 | $300M | Buy |
2,018,320
+80,276
| +4% | +$12.2M | 0.11% | 176 |
|
|
2023
Q4 | $305M | Sell |
1,938,044
-88,211
| -4% | -$13.3M | 0.13% | 153 |
|
|
2023
Q3 | $316M | Buy |
2,026,255
+541,163
| +36% | +$93.4M | 0.14% | 125 |
|
|
2023
Q2 | $266M | Sell |
1,485,092
-27,987
| -2% | -$4.97M | 0.12% | 144 |
|
|
2023
Q1 | $285M | Buy |
1,513,079
+212,687
| +16% | +$39M | 0.14% | 125 |
|
|
2022
Q4 | $226M | Sell |
1,300,392
-22,207
| -2% | -$3.84M | 0.12% | 162 |
|
|
2022
Q3 | $214M | Buy |
1,322,599
+126,853
| +11% | +$24M | 0.12% | 152 |
|
|
2022
Q2 | $218M | Buy |
1,195,746
+26,462
| +2% | +$4.83M | 0.12% | 153 |
|
|
2022
Q1 | $251M | Buy |
1,169,284
+143,890
| +14% | +$30.6M | 0.13% | 141 |
|
|
2021
Q4 | $220M | Buy |
1,025,394
+40,738
| +4% | +$8.29M | 0.11% | 163 |
|
|
2021
Q3 | $179M | Buy |
984,656
+54,834
| +6% | +$10.8M | 0.1% | 181 |
|
|
2021
Q2 | $193M | Buy |
929,822
+75,737
| +9% | +$15.2M | 0.11% | 158 |
|
|
2021
Q1 | $145M | Buy |
854,085
+263,507
| +45% | +$42.6M | 0.09% | 184 |
|
|
2020
Q4 | $99.5M | Sell |
590,578
-136,991
| -19% | -$23.1M | 0.08% | 206 |
|
|
2020
Q3 | $121M | Sell |
727,569
-5,843
| -0.8% | -$851K | 0.11% | 156 |
|
|
2020
Q2 | $81.5M | Buy |
733,412
+19,496
| +3% | +$1.95M | 0.08% | 201 |
|
|
2020
Q1 | $66.7M | Buy |
713,916
+40,159
| +6% | +$4.16M | 0.08% | 196 |
|
|
2019
Q4 | $78.9M | Sell |
673,757
-40,900
| -6% | -$4.84M | 0.08% | 182 |
|
|
2019
Q3 | $85.6M | Buy |
714,657
+75,604
| +12% | +$8.64M | 0.09% | 166 |
|
|
2019
Q2 | $66M | Buy |
639,053
+45,254
| +8% | +$4.71M | 0.08% | 182 |
|
|
2019
Q1 | $66.4M | Buy |
593,799
+118,259
| +25% | +$12.5M | 0.09% | 169 |
|
|
2018
Q4 | $46.4M | Buy |
475,540
+468,649
| +6,801% | +$50.8M | 0.07% | 194 |
|
|
2018
Q3 | $804K | Sell |
6,891
-84,626
| -92% | -$9.96M | ﹤0.01% | 803 |
|
|
2018
Q2 | $9.72M | Sell |
91,517
-318
| -0.3% | -$35.7K | 0.02% | 329 |
|
|
2018
Q1 | $9.66M | Sell |
91,835
-45,476
| -33% | -$5.26M | 0.03% | 233 |
|
|
2017
Q4 | $16.4M | Sell |
137,311
-2,334
| -2% | -$274K | 0.04% | 282 |
|
|
2017
Q3 | $16.8M | Buy |
139,645
+21,396
| +18% | +$2.43M | 0.04% | 264 |
|
|
2017
Q2 | $13.1M | Sell |
118,249
-6,266
| -5% | -$670K | 0.04% | 307 |
|
|
2017
Q1 | $13.4M | Sell |
124,515
-33,591
| -21% | -$3.67M | 0.04% | 285 |
|
|
2016
Q4 | $18.1M | Sell |
158,106
-7,654
| -5% | -$862K | 0.07% | 212 |
|
|
2016
Q3 | $18.1M | Sell |
165,760
-93,567
| -36% | -$10.2M | 0.07% | 206 |
|
|
2016
Q2 | $27.9M | Sell |
259,327
-757
| -0.3% | -$78.8K | 0.11% | 155 |
|
|
2016
Q1 | $27.4M | Sell |
260,084
-12,006
| -4% | -$1.17M | 0.12% | 153 |
|
|
2015
Q4 | $26.2M | Buy |
272,090
+24,035
| +10% | +$2.46M | 0.12% | 160 |
|
|
2015
Q3 | $24.5M | Buy |
248,055
+8,351
| +3% | +$825K | 0.12% | 144 |
|
|
2015
Q2 | $23.2M | Buy |
239,704
+2,139
| +0.9% | +$213K | 0.11% | 180 |
|
|
2015
Q1 | $23M | Buy |
237,565
+221,829
| +1,410% | +$22.8M | 0.12% | 177 |
|
|
2014
Q4 | $1.75M | Sell |
15,736
-595
| -4% | -$62.8K | 0.02% | 419 |
|
|
2014
Q3 | $1.6M | Buy |
16,331
+1,745
| +12% | +$173K | 0.02% | 457 |
|
|
2014
Q2 | $1.5M | Buy |
14,586
+2,901
| +25% | +$291K | 0.02% | 433 |
|
|
2014
Q1 | $1.14M | Sell |
11,685
-1,008
| -8% | -$98.2K | 0.01% | 429 |
|
|
2013
Q4 | $1.33M | Sell |
12,693
-54
| -0.4% | -$5.32K | 0.02% | 378 |
|
|
2013
Q3 | $1.17M | Sell |
12,747
-2,365
| -16% | -$208K | 0.01% | 376 |
|
|
2013
Q2 | $1.31M | Buy |
+15,112
| New | +$1.3M | 0.02% | 355 |
|
Other funds holding UPS
VCM
VPM
Envestnet Asset Management's UPS Position: Q1 2026 in Review
Envestnet Asset Management increased its United Parcel Service (UPS) stake by 42% in Q1 2026, buying an estimated $49.4M and bringing the position to 1,556,317 shares worth $153M. The position accounts for 0.04% of the portfolio, ranked #399.
Envestnet Asset Management first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $316M in Q3 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Envestnet Asset Management held 1,556,317 shares of United Parcel Service worth $153M as of Q1 2026.
- Envestnet Asset Management bought 460,870 United Parcel Service shares in Q1 2026, an estimated $49.4M.
- United Parcel Service made up 0.04% of Envestnet Asset Management's portfolio in Q1 2026, its #399 holding.
- Envestnet Asset Management first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's United Parcel Service position peaked at $316M in Q3 2023.
- 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.