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
2023 Q2	–	Sell	-1,900	Closed	-$352K	–	184
2023 Q1	$352K	Buy	1,900 +400	+27%	+$73.4K	0.07%	151
2022 Q4	$252K	Hold	1,500	–	–	0.08%	158
2022 Q3	$242K	Sell	1,500 -5,700	-79%	-$1.08M	0.09%	125
2022 Q2	$1.31M	Buy	7,200 +5,300	+279%	+$967K	0.2%	53
2022 Q1	$407K	Sell	1,900 -3,900	-67%	-$829K	0.04%	151
2021 Q4	$1.24M	Sell	5,800 -200	-3%	-$40.7K	0.16%	79
2021 Q3	$1.09M	Buy	6,000 +2,100	+54%	+$415K	0.11%	82
2021 Q2	$811K	Buy	+3,900	New	+$780K	0.08%	95

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lavaca Capital's UPS Position: Q1 2026 in Review

Lavaca Capital increased its United Parcel Service (UPS) stake by 1.1% in Q1 2026, buying an estimated $429 and bringing the position to 370 shares worth $36.4K. The position accounts for 0.01% of the portfolio, ranked #186.

Lavaca Capital first reported a position in UPS in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.08M in Q2 2022. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Lavaca Capital held 370 shares of United Parcel Service worth $36.4K as of Q1 2026.
Lavaca Capital bought 4 United Parcel Service shares in Q1 2026, an estimated $429.
United Parcel Service made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #186 holding.
Lavaca Capital first reported a position in United Parcel Service in Q4 2018 and has held it in 21 quarters since.
Lavaca Capital's United Parcel Service position peaked at $2.08M in Q2 2022.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.