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Lavaca Capital’s United Parcel Service UPS Stock Holding History

Lavaca Capital’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
Q2 		$27.3K Sell
254
-116
-31% -$12.1K ﹤0.01% 254
2026
Q1 		$36.4K Buy
370
+4
+1% +$429 0.01% 186
2025
Q4 		$36.3K Sell
366
-14
-4% -$1.31K 0.01% 187
2025
Q3 		$31.7K Sell
380
-933
-71% -$84.5K 0.01% 188
2025
Q2 		$133K Buy
1,313
+19
+1% +$1.87K 0.05% 112
2025
Q1 		$142K Buy
1,294
+15
+1% +$1.79K 0.06% 110
2024
Q4 		$161K Buy
+1,279
New +$168K 0.06% 122
2024
Q2 		– Sell
-3,839
Closed -$571K – 94
2024
Q1 		$571K Sell
3,839
-58
-1% -$8.82K 0.33% 52
2023
Q4 		$613K Sell
3,897
-189
-5% -$28.6K 0.35% 51
2023
Q3 		$637K Sell
4,086
-5,970
-59% -$1.03M 0.21% 83
2023
Q2 		$1.8M Buy
10,056
+4,372
+77% +$776K 0.53% 38
2023
Q1 		$1.09M Sell
5,684
-421
-7% -$77.2K 0.23% 72
2022
Q4 		$1.05M Sell
6,105
-50
-0.8% -$8.65K 0.33% 66
2022
Q3 		$1.05M Sell
6,155
-5,275
-46% -$999K 0.38% 58
2022
Q2 		$2.08M Buy
11,430
+4,014
+54% +$732K 0.31% 33
2022
Q1 		$1.59M Buy
7,416
+588
+9% +$125K 0.17% 61
2021
Q4 		$1.46M Buy
6,828
+386
+6% +$78.5K 0.19% 54
2021
Q3 		$1.17M Buy
6,442
+53
+0.8% +$10.5K 0.12% 68
2021
Q2 		$1.33M Sell
6,389
-847
-12% -$169K 0.13% 49
2021
Q1 		$1.23M Buy
+7,236
New +$1.17M 0.1% 48
2019
Q2 		– Sell
-96
Closed -$11K – 338
2019
Q1 		$11K Hold
96
– – 0.01% 267
2018
Q4 		$9K Buy
+96
New +$10.4K 0.01% 249

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lavaca Capital's UPS Position: Q2 2026 in Review

Lavaca Capital reduced its United Parcel Service (UPS) stake by 31% in Q2 2026, selling an estimated $12.1K and leaving 254 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Lavaca Capital first reported a position in UPS in Q4 2018 and has held it in 22 quarters since. The position peaked at $2.08M in Q2 2022. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lavaca Capital held 254 shares of United Parcel Service worth $27.3K as of Q2 2026.
  • Lavaca Capital sold 116 United Parcel Service shares in Q2 2026, an estimated $12.1K.
  • United Parcel Service made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #254 holding.
  • Lavaca Capital first reported a position in United Parcel Service in Q4 2018 and has held it in 22 quarters since.
  • Lavaca Capital's United Parcel Service position peaked at $2.08M in Q2 2022.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.