EH
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Equitable Holdings’s United Parcel Service UPS Stock Holding History

Equitable Holdings’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 		$3.05M Buy
30,821
+1,721
+6% +$185K 0.02% 590
2025
Q4 		$2.89M Buy
29,100
+6,823
+31% +$638K 0.02% 523
2025
Q3 		$1.86M Buy
22,277
+3,202
+17% +$290K 0.01% 639
2025
Q2 		$1.93M Buy
19,075
+3,887
+26% +$382K 0.02% 586
2025
Q1 		$1.67M Buy
15,188
+6,365
+72% +$761K 0.02% 563
2024
Q4 		$1.11M Sell
8,823
-2,573
-23% -$339K 0.01% 649
2024
Q3 		$1.55M Sell
11,396
-3,153
-22% -$414K 0.02% 562
2024
Q2 		$1.99M Buy
14,549
+73
+0.5% +$10.5K 0.02% 458
2024
Q1 		$2.15M Sell
14,476
-2,476
-15% -$376K 0.02% 429
2023
Q4 		$2.67M Buy
16,952
+1,644
+11% +$249K 0.03% 340
2023
Q3 		$2.39M Buy
15,308
+1,899
+14% +$328K 0.03% 320
2023
Q2 		$2.4M Buy
13,409
+4,532
+51% +$805K 0.03% 312
2023
Q1 		$1.72M Buy
8,877
+1,908
+27% +$350K 0.03% 353
2022
Q4 		$1.21M Buy
6,969
+154
+2% +$26.7K 0.02% 402
2022
Q3 		$1.1M Buy
6,815
+221
+3% +$41.8K 0.02% 390
2022
Q2 		$1.2M Sell
6,594
-974
-13% -$178K 0.02% 365
2022
Q1 		$1.62M Buy
7,568
+75
+1% +$15.9K 0.03% 318
2021
Q4 		$1.61M Buy
7,493
+598
+9% +$122K 0.03% 311
2021
Q3 		$1.26M Buy
6,895
+632
+10% +$125K 0.02% 336
2021
Q2 		$1.3M Sell
6,263
-176
-3% -$35.2K 0.02% 324
2021
Q1 		$1.09M Buy
6,439
+124
+2% +$20.1K 0.02% 336
2020
Q4 		$1.06M Buy
6,315
+227
+4% +$38.3K 0.02% 315
2020
Q3 		$1.01M Sell
6,088
-2,207
-27% -$321K 0.03% 301
2020
Q2 		$922K Buy
8,295
+1,930
+30% +$193K 0.03% 314
2020
Q1 		$595K Buy
6,365
+2,297
+56% +$238K 0.02% 340
2019
Q4 		$476K Buy
+4,068
New +$482K 0.01% 411

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

Equitable Holdings's UPS Position: Q1 2026 in Review

Equitable Holdings increased its United Parcel Service (UPS) stake by 5.9% in Q1 2026, buying an estimated $185K and bringing the position to 30,821 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #590.

Equitable Holdings first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Equitable Holdings held 30,821 shares of United Parcel Service worth $3.05M as of Q1 2026.
  • Equitable Holdings bought 1,721 United Parcel Service shares in Q1 2026, an estimated $185K.
  • United Parcel Service made up 0.02% of Equitable Holdings's portfolio in Q1 2026, its #590 holding.
  • Equitable Holdings first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.