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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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. 2,147 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.
2,147 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.