First Trust Advisors’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 | $357M | Buy |
3,631,133
+988,442
| +37% | +$106M | 0.26% | 91 |
|
|
2025
Q4 | $262M | Sell |
2,642,691
-82,980
| -3% | -$7.76M | 0.19% | 129 |
|
|
2025
Q3 | $228M | Buy |
2,725,671
+305,032
| +13% | +$27.6M | 0.17% | 143 |
|
|
2025
Q2 | $244M | Buy |
2,420,639
+239,695
| +11% | +$23.6M | 0.2% | 118 |
|
|
2025
Q1 | $240M | Buy |
2,180,944
+413,163
| +23% | +$49.4M | 0.21% | 110 |
|
|
2024
Q4 | $223M | Buy |
1,767,781
+66,917
| +4% | +$8.81M | 0.2% | 132 |
|
|
2024
Q3 | $232M | Buy |
1,700,864
+121,850
| +8% | +$16M | 0.22% | 128 |
|
|
2024
Q2 | $216M | Sell |
1,579,014
-152,130
| -9% | -$21.8M | 0.22% | 134 |
|
|
2024
Q1 | $257M | Buy |
1,731,144
+13,753
| +0.8% | +$2.09M | 0.26% | 104 |
|
|
2023
Q4 | $270M | Buy |
1,717,391
+1,160,005
| +208% | +$175M | 0.29% | 70 |
|
|
2023
Q3 | $86.9M | Sell |
557,386
-905,984
| -62% | -$156M | 0.1% | 242 |
|
|
2023
Q2 | $262M | Sell |
1,463,370
-1,037,894
| -41% | -$184M | 0.3% | 68 |
|
|
2023
Q1 | $485M | Buy |
2,501,264
+79,187
| +3% | +$14.5M | 0.56% | 17 |
|
|
2022
Q4 | $421M | Buy |
2,422,077
+502,479
| +26% | +$87M | 0.5% | 20 |
|
|
2022
Q3 | $310M | Buy |
1,919,598
+781,505
| +69% | +$148M | 0.4% | 29 |
|
|
2022
Q2 | $208M | Buy |
1,138,093
+710,725
| +166% | +$130M | 0.26% | 90 |
|
|
2022
Q1 | $91.7M | Sell |
427,368
-126,761
| -23% | -$26.9M | 0.09% | 280 |
|
|
2021
Q4 | $119M | Sell |
554,129
-104,492
| -16% | -$21.3M | 0.12% | 210 |
|
|
2021
Q3 | $120M | Sell |
658,621
-754,679
| -53% | -$149M | 0.13% | 202 |
|
|
2021
Q2 | $294M | Sell |
1,413,300
-462,756
| -25% | -$92.6M | 0.32% | 58 |
|
|
2021
Q1 | $319M | Buy |
1,876,056
+1,133,089
| +153% | +$183M | 0.39% | 35 |
|
|
2020
Q4 | $125M | Buy |
742,967
+34,580
| +5% | +$5.84M | 0.17% | 153 |
|
|
2020
Q3 | $118M | Sell |
708,387
-70,342
| -9% | -$10.2M | 0.19% | 132 |
|
|
2020
Q2 | $86.6M | Buy |
778,729
+50,018
| +7% | +$4.99M | 0.15% | 158 |
|
|
2020
Q1 | $68.1M | Sell |
728,711
-34,720
| -5% | -$3.6M | 0.15% | 171 |
|
|
2019
Q4 | $89.4M | Buy |
763,431
+102,894
| +16% | +$12.2M | 0.15% | 155 |
|
|
2019
Q3 | $79.1M | Sell |
660,537
-469,708
| -42% | -$53.7M | 0.15% | 167 |
|
|
2019
Q2 | $117M | Buy |
1,130,245
+427,354
| +61% | +$44.4M | 0.22% | 93 |
|
|
2019
Q1 | $78.5M | Buy |
702,891
+120,549
| +21% | +$12.8M | 0.16% | 158 |
|
|
2018
Q4 | $56.8M | Buy |
582,342
+119,746
| +26% | +$13M | 0.13% | 178 |
|
|
2018
Q3 | $54M | Buy |
462,596
+37,233
| +9% | +$4.38M | 0.1% | 226 |
|
|
2018
Q2 | $45.2M | Sell |
425,363
-162,960
| -28% | -$18.3M | 0.09% | 245 |
|
|
2018
Q1 | $61.6M | Sell |
588,323
-29,862
| -5% | -$3.45M | 0.14% | 142 |
|
|
2017
Q4 | $73.7M | Buy |
618,185
+93,010
| +18% | +$10.9M | 0.18% | 112 |
|
|
2017
Q3 | $63.1M | Buy |
525,175
+60
| +0% | +$6.82K | 0.16% | 130 |
|
|
2017
Q2 | $58.1M | Buy |
525,115
+98,348
| +23% | +$10.5M | 0.16% | 134 |
|
|
2017
Q1 | $45.8M | Buy |
426,767
+124,826
| +41% | +$13.6M | 0.13% | 157 |
|
|
2016
Q4 | $34.6M | Buy |
301,941
+29,445
| +11% | +$3.32M | 0.1% | 219 |
|
|
2016
Q3 | $29.8M | Buy |
272,496
+28,644
| +12% | +$3.13M | 0.09% | 280 |
|
|
2016
Q2 | $26.3M | Buy |
243,852
+126,759
| +108% | +$13.2M | 0.08% | 314 |
|
|
2016
Q1 | $12.3M | Sell |
117,093
-90,781
| -44% | -$8.82M | 0.04% | 577 |
|
|
2015
Q4 | $20M | Buy |
207,874
+118,705
| +133% | +$12.1M | 0.05% | 416 |
|
|
2015
Q3 | $8.8M | Buy |
89,169
+26,986
| +43% | +$2.66M | 0.03% | 721 |
|
|
2015
Q2 | $6.03M | Sell |
62,183
-56,532
| -48% | -$5.62M | 0.02% | 993 |
|
|
2015
Q1 | $11.5M | Buy |
118,715
+40,079
| +51% | +$4.11M | 0.03% | 655 |
|
|
2014
Q4 | $8.74M | Buy |
78,636
+3,616
| +5% | +$382K | 0.03% | 769 |
|
|
2014
Q3 | $7.37M | Buy |
75,020
+14,878
| +25% | +$1.48M | 0.03% | 834 |
|
|
2014
Q2 | $6.17M | Sell |
60,142
-89,612
| -60% | -$9M | 0.03% | 880 |
|
|
2014
Q1 | $14.6M | Buy |
149,754
+67,475
| +82% | +$6.58M | 0.06% | 481 |
|
|
2013
Q4 | $8.65M | Buy |
82,279
+21,580
| +36% | +$2.13M | 0.04% | 693 |
|
|
2013
Q3 | $5.55M | Sell |
60,699
-12,786
| -17% | -$1.12M | 0.03% | 822 |
|
|
2013
Q2 | $6.36M | Buy |
+73,485
| New | +$6.3M | 0.04% | 638 |
|
Other funds holding UPS
VCM
VPM
First Trust Advisors's UPS Position: Q1 2026 in Review
First Trust Advisors increased its United Parcel Service (UPS) stake by 37% in Q1 2026, buying an estimated $106M and bringing the position to 3,631,133 shares worth $357M. The position accounts for 0.26% of the portfolio, ranked #91.
First Trust Advisors first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $485M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- First Trust Advisors held 3,631,133 shares of United Parcel Service worth $357M as of Q1 2026.
- First Trust Advisors bought 988,442 United Parcel Service shares in Q1 2026, an estimated $106M.
- United Parcel Service made up 0.26% of First Trust Advisors's portfolio in Q1 2026, its #91 holding.
- First Trust Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
- First Trust Advisors's United Parcel Service position peaked at $485M in Q1 2023.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.