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J. Derek Lewis & Associates’s United Parcel Service UPS Stock Holding History

J. Derek Lewis & 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 		$232K Sell
2,159
-1,689
-44% -$176K 0.04% 171
2026
Q1 		$379K Sell
3,848
-1,137
-23% -$122K 0.09% 121
2025
Q4 		$494K Buy
+4,985
New +$466K 0.12% 95

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J. Derek Lewis & Associates's UPS Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its United Parcel Service (UPS) stake by 44% in Q2 2026, selling an estimated $176K and leaving 2,159 shares worth $232K. The position accounts for 0.04% of the portfolio, ranked #171.

J. Derek Lewis & Associates first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. The position peaked at $494K in Q4 2025. 1,340 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • J. Derek Lewis & Associates held 2,159 shares of United Parcel Service worth $232K as of Q2 2026.
  • J. Derek Lewis & Associates sold 1,689 United Parcel Service shares in Q2 2026, an estimated $176K.
  • United Parcel Service made up 0.04% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #171 holding.
  • J. Derek Lewis & Associates first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • J. Derek Lewis & Associates's United Parcel Service position peaked at $494K in Q4 2025.
  • 1,340 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.