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L2 Asset Management’s United Parcel Service UPS Stock Holding History

L2 Asset Management’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 		$397K Buy
4,032
+272
+7% +$29.2K 0.04% 274
2025
Q4 		$373K Buy
3,760
+261
+7% +$24.4K 0.05% 253
2025
Q3 		$292K Buy
3,499
+163
+5% +$14.8K 0.04% 292
2025
Q2 		$337K Buy
3,336
+172
+5% +$16.9K 0.06% 258
2025
Q1 		$348K Buy
3,164
+289
+10% +$34.6K 0.07% 197
2024
Q4 		$363K Sell
2,875
-41
-1% -$5.4K 0.08% 159
2024
Q3 		$398K Buy
2,916
+112
+4% +$14.7K 0.11% 135
2024
Q2 		$384K Buy
2,804
+232
+9% +$33.2K 0.12% 132
2024
Q1 		$382K Buy
2,572
+270
+12% +$41K 0.13% 129
2023
Q4 		$362K Buy
2,302
+2,003
+670% +$303K 0.15% 114
2023
Q3 		$366K Sell
299
-1,890
-86% -$326K 0.17% 105
2023
Q2 		$382K Buy
2,189
+444
+25% +$78.8K 0.19% 100
2023
Q1 		$339K Buy
1,745
+75
+4% +$13.8K 0.19% 105
2022
Q4 		$290K Buy
1,670
+201
+14% +$34.8K 0.18% 106
2022
Q3 		$237K Buy
1,469
+182
+14% +$34.5K 0.16% 107
2022
Q2 		$235K Buy
1,287
+33
+3% +$6.02K 0.17% 110
2022
Q1 		$269K Buy
1,254
+202
+19% +$42.9K 0.15% 120
2021
Q4 		$225K Buy
+1,052
New +$214K 0.16% 108

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

L2 Asset Management's UPS Position: Q1 2026 in Review

L2 Asset Management increased its United Parcel Service (UPS) stake by 7.2% in Q1 2026, buying an estimated $29.2K and bringing the position to 4,032 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #274.

L2 Asset Management first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $398K in Q3 2024. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • L2 Asset Management held 4,032 shares of United Parcel Service worth $397K as of Q1 2026.
  • L2 Asset Management bought 272 United Parcel Service shares in Q1 2026, an estimated $29.2K.
  • United Parcel Service made up 0.04% of L2 Asset Management's portfolio in Q1 2026, its #274 holding.
  • L2 Asset Management first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
  • L2 Asset Management's United Parcel Service position peaked at $398K in Q3 2024.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.