JLB & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,905
| Closed | -$326K | – | 76 |
|
|
2025
Q3 | $326K | Sell |
3,905
-4,290
| -52% | -$389K | 0.04% | 70 |
|
|
2025
Q2 | $827K | Sell |
8,195
-4,816
| -37% | -$474K | 0.12% | 64 |
|
|
2025
Q1 | $1.43M | Sell |
13,011
-2,902
| -18% | -$347K | 0.2% | 62 |
|
|
2024
Q4 | $2.01M | Sell |
15,913
-2,040
| -11% | -$268K | 0.27% | 59 |
|
|
2024
Q3 | $2.45M | Sell |
17,953
-1,140
| -6% | -$150K | 0.31% | 59 |
|
|
2024
Q2 | $2.61M | Buy |
19,093
+543
| +3% | +$77.7K | 0.35% | 57 |
|
|
2024
Q1 | $2.76M | Buy |
18,550
+572
| +3% | +$86.9K | 0.37% | 58 |
|
|
2023
Q4 | $2.83M | Buy |
17,978
+1,324
| +8% | +$200K | 0.41% | 53 |
|
|
2023
Q3 | $2.6M | Buy |
16,654
+745
| +5% | +$129K | 0.41% | 51 |
|
|
2023
Q2 | $2.85M | Buy |
15,909
+953
| +6% | +$169K | 0.41% | 49 |
|
|
2023
Q1 | $2.9M | Buy |
14,956
+2,460
| +20% | +$451K | 0.44% | 48 |
|
|
2022
Q4 | $2.17M | Buy |
12,496
+639
| +5% | +$111K | 0.35% | 54 |
|
|
2022
Q3 | $1.92M | Buy |
11,857
+445
| +4% | +$84.3K | 0.34% | 55 |
|
|
2022
Q2 | $2.08M | Buy |
11,412
+1,108
| +11% | +$202K | 0.35% | 55 |
|
|
2022
Q1 | $2.21M | Buy |
10,304
+254
| +3% | +$54K | 0.33% | 55 |
|
|
2021
Q4 | $2.15M | Buy |
10,050
+181
| +2% | +$36.8K | 0.31% | 53 |
|
|
2021
Q3 | $1.8M | Sell |
9,869
-1,650
| -14% | -$326K | 0.29% | 56 |
|
|
2021
Q2 | $2.4M | Sell |
11,519
-51
| -0.4% | -$10.2K | 0.37% | 54 |
|
|
2021
Q1 | $1.97M | Sell |
11,570
-970
| -8% | -$157K | 0.32% | 55 |
|
|
2020
Q4 | $2.11M | Sell |
12,540
-125
| -1% | -$21.1K | 0.35% | 53 |
|
|
2020
Q3 | $2.11M | Buy |
12,665
+41
| +0.3% | +$5.97K | 0.39% | 50 |
|
|
2020
Q2 | $1.4M | Buy |
12,624
+130
| +1% | +$13K | 0.28% | 55 |
|
|
2020
Q1 | $1.17M | Hold |
12,494
| – | – | 0.28% | 55 |
|
|
2019
Q4 | $1.46M | Sell |
12,494
-130
| -1% | -$15.4K | 0.27% | 55 |
|
|
2019
Q3 | $1.51M | Sell |
12,624
-6
| -0% | -$686 | 0.3% | 54 |
|
|
2019
Q2 | $1.3M | Sell |
12,630
-575
| -4% | -$59.8K | 0.26% | 53 |
|
|
2019
Q1 | $1.48M | Sell |
13,205
-225
| -2% | -$23.9K | 0.31% | 54 |
|
|
2018
Q4 | $1.31M | Sell |
13,430
-4
| -0% | -$434 | 0.32% | 54 |
|
|
2018
Q3 | $1.57M | Sell |
13,434
-629
| -4% | -$74K | 0.34% | 52 |
|
|
2018
Q2 | $1.49M | Sell |
14,063
-4
| -0% | -$449 | 0.32% | 54 |
|
|
2018
Q1 | $1.47M | Hold |
14,067
| – | – | 0.32% | 53 |
|
|
2017
Q4 | $1.68M | Sell |
14,067
-6
| -0% | -$705 | 0.36% | 52 |
|
|
2017
Q3 | $1.69M | Sell |
14,073
-400
| -3% | -$45.5K | 0.41% | 51 |
|
|
2017
Q2 | $1.6M | Buy |
+14,473
| New | +$1.55M | 0.41% | 53 |
|
|
2016
Q4 | $1.39M | Sell |
12,098
-960
| -7% | -$108K | 0.37% | 55 |
|
|
2016
Q3 | $1.43M | Buy |
13,058
+331
| +3% | +$36.2K | 0.39% | 53 |
|
|
2016
Q2 | $1.37M | Buy |
12,727
+328
| +3% | +$34.1K | 0.39% | 54 |
|
|
2016
Q1 | $1.32M | Buy |
12,399
+15
| +0.1% | +$1.46K | 0.34% | 57 |
|
|
2015
Q4 | $1.19M | Buy |
12,384
+60
| +0.5% | +$6.13K | 0.37% | 55 |
|
|
2015
Q3 | $1.22M | Buy |
12,324
+53
| +0.4% | +$5.23K | 0.39% | 54 |
|
|
2015
Q2 | $1.19M | Buy |
12,271
+881
| +8% | +$87.5K | 0.37% | 56 |
|
|
2015
Q1 | $1.1M | Buy |
11,390
+3,121
| +38% | +$320K | 0.35% | 58 |
|
|
2014
Q4 | $919K | Buy |
8,269
+1,819
| +28% | +$192K | 0.31% | 62 |
|
|
2014
Q3 | $633K | Sell |
6,450
-305
| -5% | -$30.3K | 0.23% | 65 |
|
|
2014
Q2 | $693K | Hold |
6,755
| – | – | 0.25% | 67 |
|
|
2014
Q1 | $657K | Buy |
6,755
+165
| +3% | +$16.1K | 0.24% | 67 |
|
|
2013
Q4 | $692K | Buy |
6,590
+140
| +2% | +$13.8K | 0.26% | 63 |
|
|
2013
Q3 | $589K | Hold |
6,450
| – | – | 0.25% | 64 |
|
|
2013
Q2 | $557K | Buy |
+6,450
| New | +$553K | 0.25% | 64 |
|
Other funds holding UPS
JLB & Associates's UPS Position: Q4 2025 in Review
JLB & Associates sold out of United Parcel Service (UPS) in Q4 2025, closing a stake of 3,905 shares — an estimated $326K sold.
JLB & Associates first reported a position in UPS in Q2 2013 and held it in 49 quarters. The position peaked at $2.9M in Q1 2023. 2,119 funds tracked by Wall St. Rank hold UPS as of Q4 2025.
- JLB & Associates reported no remaining United Parcel Service position as of Q4 2025 after selling out during the quarter.
- JLB & Associates sold 3,905 United Parcel Service shares in Q4 2025, an estimated $326K.
- JLB & Associates first reported a position in United Parcel Service in Q2 2013 and held it in 49 quarters.
- JLB & Associates's United Parcel Service position peaked at $2.9M in Q1 2023.
- 2,119 funds tracked by Wall St. Rank held United Parcel Service as of Q4 2025.
Based on JLB & Associates's 13F filing for Q4 2025, filed 3 Feb 2026.