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Lantz Financial’s United Parcel Service UPS Stock Holding History

Lantz Financial’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 		– Sell
-5,184
Closed -$514K – 257
2025
Q4 		$514K Sell
5,184
-11,680
-69% -$1.09M 0.11% 161
2025
Q3 		$1.41M Sell
16,864
-1,539
-8% -$139K 0.31% 90
2025
Q2 		$1.86M Buy
18,403
+1,754
+11% +$173K 0.46% 62
2025
Q1 		$1.83M Sell
16,649
-156
-0.9% -$18.7K 0.5% 58
2024
Q4 		$2.12M Buy
16,805
+5,424
+48% +$714K 0.56% 54
2024
Q3 		$1.55M Sell
11,381
-3,932
-26% -$516K 0.42% 73
2024
Q2 		$2.1M Sell
15,313
-173
-1% -$24.8K 0.65% 42
2024
Q1 		$2.3M Buy
15,486
+5,550
+56% +$844K 0.74% 36
2023
Q4 		$1.56M Buy
9,936
+5,049
+103% +$763K 0.56% 53
2023
Q3 		$762K Sell
4,887
-1
-0% -$173 0.3% 83
2023
Q2 		$876K Sell
4,888
-212
-4% -$37.6K 0.34% 81
2023
Q1 		$989K Buy
5,100
+452
+10% +$82.9K 0.41% 72
2022
Q4 		$808K Buy
4,648
+15
+0.3% +$2.6K 0.37% 73
2022
Q3 		$748K Buy
4,633
+5
+0.1% +$947 0.39% 67
2022
Q2 		$845K Buy
4,628
+464
+11% +$84.6K 0.38% 70
2022
Q1 		$893K Sell
4,164
-152
-4% -$32.3K 0.36% 73
2021
Q4 		$925K Hold
4,316
– – 0.43% 62
2021
Q3 		$786K Sell
4,316
-426
-9% -$84.1K 0.4% 66
2021
Q2 		$986K Buy
+4,742
New +$949K 0.51% 59

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

Lantz Financial's UPS Position: Q1 2026 in Review

Lantz Financial sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 5,184 shares — an estimated $514K sold.

Lantz Financial first reported a position in UPS in Q2 2021 and held it in 19 quarters. The position peaked at $2.3M in Q1 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Lantz Financial reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Lantz Financial sold 5,184 United Parcel Service shares in Q1 2026, an estimated $514K.
  • Lantz Financial first reported a position in United Parcel Service in Q2 2021 and held it in 19 quarters.
  • Lantz Financial's United Parcel Service position peaked at $2.3M in Q1 2024.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Lantz Financial's 13F filing for Q1 2026, filed 9 Apr 2026.