LA
UPS icon

Latitude Advisors’s United Parcel Service UPS Stock Holding History

Latitude Advisors’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
Q3 		$224K Buy
2,401
+21
+0.9% +$2.2K 0.07% 233
2026
Q2 		$256K Buy
2,380
+197
+9% +$20.5K 0.1% 214
2026
Q1 		$215K Buy
+2,183
New +$234K 0.1% 204
2025
Q1 		– Sell
-1,940
Closed -$245K – 200
2024
Q4 		$245K Buy
1,940
+120
+7% +$15.8K 0.14% 158
2024
Q3 		$248K Buy
1,820
+97
+6% +$12.7K 0.14% 157
2024
Q2 		$236K Sell
1,723
-49
-3% -$7.02K 0.14% 150
2024
Q1 		$263K Buy
1,772
+158
+10% +$24K 0.16% 125
2023
Q4 		$254K Sell
1,614
-385
-19% -$58.2K 0.18% 133
2023
Q3 		$312K Sell
1,999
-183
-8% -$31.6K 0.22% 107
2023
Q2 		$391K Buy
2,182
+174
+9% +$30.9K 0.27% 89
2023
Q1 		$390K Buy
2,008
+272
+16% +$49.9K 0.28% 100
2022
Q4 		$302K Buy
1,736
+102
+6% +$17.7K 0.23% 107
2022
Q3 		$264K Sell
1,634
-17
-1% -$3.22K 0.22% 108
2022
Q2 		$301K Sell
1,651
-3,116
-65% -$568K 0.28% 97
2022
Q1 		$1.02M Buy
4,767
+2,673
+128% +$568K 0.23% 94
2021
Q4 		$449K Buy
2,094
+16
+0.8% +$3.25K 0.13% 168
2021
Q3 		$378K Buy
2,078
+958
+86% +$189K 0.12% 172
2021
Q2 		$233K Sell
1,120
-92
-8% -$18.4K 0.17% 141
2021
Q1 		$206K Sell
1,212
-31
-2% -$5.01K 0.17% 152
2020
Q4 		$209K Buy
+1,243
New +$210K 0.19% 126

Other funds holding UPS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Latitude Advisors's UPS Position: Q3 2026 in Review

Latitude Advisors increased its United Parcel Service (UPS) stake by 0.88% in Q3 2026, buying an estimated $2.2K and bringing the position to 2,401 shares worth $224K. The position accounts for 0.07% of the portfolio, ranked #233.

Latitude Advisors first reported a position in UPS in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.02M in Q1 2022. 1,568 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Latitude Advisors held 2,401 shares of United Parcel Service worth $224K as of Q3 2026.
  • Latitude Advisors bought 21 United Parcel Service shares in Q3 2026, an estimated $2.2K.
  • United Parcel Service made up 0.07% of Latitude Advisors's portfolio in Q3 2026, its #233 holding.
  • Latitude Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 20 quarters since.
  • Latitude Advisors's United Parcel Service position peaked at $1.02M in Q1 2022.
  • 1,568 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.