Jones Financial Companies
UPS icon

Jones Financial Companies’s United Parcel Service UPS Stock Holding History

Jones Financial Companies’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 		$64.3M Buy
678,227
+47,426
+8% +$5.09M 0.03% 292
2025
Q4 		$62.6M Buy
630,801
+74,098
+13% +$6.93M 0.04% 153
2025
Q3 		$46.6M Buy
556,703
+118,138
+27% +$10.7M 0.03% 168
2025
Q2 		$44.4M Buy
438,565
+129,353
+42% +$12.7M 0.03% 155
2025
Q1 		$33.9M Buy
309,212
+108,182
+54% +$12.9M 0.03% 153
2024
Q4 		$25.3M Buy
201,030
+94,237
+88% +$12.4M 0.02% 145
2024
Q3 		$14.3M Buy
106,793
+64,819
+154% +$8.51M 0.01% 173
2024
Q2 		$5.74M Buy
41,974
+32,746
+355% +$4.69M 0.01% 195
2024
Q1 		$1.37M Buy
9,228
+4,805
+109% +$730K ﹤0.01% 227
2023
Q4 		$695K Buy
4,423
+1,996
+82% +$302K ﹤0.01% 225
2023
Q3 		$378K Sell
2,427
-870
-26% -$150K ﹤0.01% 228
2023
Q2 		$591K Buy
3,297
+996
+43% +$177K ﹤0.01% 210
2023
Q1 		$446K Buy
2,301
+171
+8% +$31.4K ﹤0.01% 222
2022
Q4 		$370K Buy
2,130
+40
+2% +$6.92K ﹤0.01% 227
2022
Q3 		$338K Sell
2,090
-157
-7% -$29.7K ﹤0.01% 210
2022
Q2 		$410K Buy
2,247
+131
+6% +$23.9K ﹤0.01% 204
2022
Q1 		$454K Buy
2,116
+88
+4% +$18.7K ﹤0.01% 198
2021
Q4 		$435K Buy
2,028
+186
+10% +$37.8K ﹤0.01% 195
2021
Q3 		$335K Buy
1,842
+163
+10% +$32.2K ﹤0.01% 192
2021
Q2 		$349K Sell
1,679
-5
-0.3% -$1K ﹤0.01% 190
2021
Q1 		$286K Buy
1,684
+1,011
+150% +$164K ﹤0.01% 200
2020
Q4 		$113K Buy
+673
New +$114K ﹤0.01% 239
2018
Q3 		– Sell
-2,196
Closed -$233K – 210
2018
Q2 		$233K Buy
+2,196
New +$247K ﹤0.01% 195
2018
Q1 		– Sell
-2,275
Closed -$271K – 224
2017
Q4 		$271K Buy
+2,275
New +$267K ﹤0.01% 208
2016
Q4 		– Sell
-2,007
Closed -$219K – 233
2016
Q3 		$219K Buy
+2,007
New +$219K ﹤0.01% 212
2016
Q2 		– Sell
-1,938
Closed -$204K – 223
2016
Q1 		$204K Sell
1,938
-493
-20% -$47.9K ﹤0.01% 213
2015
Q4 		$234K Sell
2,431
-72
-3% -$7.36K ﹤0.01% 222
2015
Q3 		$247K Buy
2,503
+106
+4% +$10.5K ﹤0.01% 216
2015
Q2 		$232K Sell
2,397
-310
-11% -$30.8K ﹤0.01% 215
2015
Q1 		$262K Buy
2,707
+107
+4% +$11K ﹤0.01% 213
2014
Q4 		$289K Buy
2,600
+3
+0.1% +$317 ﹤0.01% 216
2014
Q3 		$255K Buy
+2,597
New +$258K ﹤0.01% 214
2013
Q4 		– Sell
-934
Closed -$85K – 531
2013
Q3 		$85K Buy
934
+424
+83% +$37.3K ﹤0.01% 253
2013
Q2 		$44K Buy
+510
New +$43.7K ﹤0.01% 332

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

Jones Financial Companies's UPS Position: Q1 2026 in Review

Jones Financial Companies increased its United Parcel Service (UPS) stake by 7.5% in Q1 2026, buying an estimated $5.09M and bringing the position to 678,227 shares worth $64.3M. The position accounts for 0.03% of the portfolio, ranked #292.

Jones Financial Companies first reported a position in UPS in Q2 2013 and has held it in 34 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Jones Financial Companies held 678,227 shares of United Parcel Service worth $64.3M as of Q1 2026.
  • Jones Financial Companies bought 47,426 United Parcel Service shares in Q1 2026, an estimated $5.09M.
  • United Parcel Service made up 0.03% of Jones Financial Companies's portfolio in Q1 2026, its #292 holding.
  • Jones Financial Companies first reported a position in United Parcel Service in Q2 2013 and has held it in 34 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.