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Leavell Investment Management’s United Parcel Service UPS Stock Holding History

Leavell Investment Management’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 		$248K Sell
2,310
-244
-10% -$25.4K 0.01% 572
2026
Q1 		$251K Hold
2,554
– – 0.01% 554
2025
Q4 		$253K Sell
2,554
-318
-11% -$29.7K 0.01% 537
2025
Q3 		$240K Sell
2,872
-1,147
-29% -$104K 0.01% 540
2025
Q2 		$406K Sell
4,019
-896
-18% -$88.2K 0.02% 443
2025
Q1 		$541K Sell
4,915
-336
-6% -$40.2K 0.03% 368
2024
Q4 		$662K Sell
5,251
-697
-12% -$91.7K 0.03% 333
2024
Q3 		$811K Buy
5,948
+3,800
+177% +$499K 0.04% 320
2024
Q2 		$294K Buy
2,148
+268
+14% +$38.4K 0.02% 440
2024
Q1 		$279K Buy
1,880
+9
+0.5% +$1.37K 0.02% 431
2023
Q4 		$294K Sell
1,871
-234
-11% -$35.4K 0.02% 407
2023
Q3 		$328K Sell
2,105
-57
-3% -$9.84K 0.02% 384
2023
Q2 		$388K Sell
2,162
-75
-3% -$13.3K 0.03% 366
2023
Q1 		$434K Sell
2,237
-50
-2% -$9.17K 0.03% 339
2022
Q4 		$398K Sell
2,287
-50
-2% -$8.65K 0.03% 342
2022
Q3 		$378K Hold
2,337
– – 0.03% 345
2022
Q2 		$427K Buy
2,337
+365
+19% +$66.6K 0.03% 327
2022
Q1 		$423K Buy
1,972
+104
+6% +$22.1K 0.03% 333
2021
Q4 		$400K Buy
1,868
+44
+2% +$8.95K 0.03% 350
2021
Q3 		$332K Buy
+1,824
New +$360K 0.02% 338
2018
Q2 		– Sell
-3,866
Closed -$405K – 377
2018
Q1 		$405K Buy
3,866
+400
+12% +$46.2K 0.05% 280
2017
Q4 		$413K Buy
3,466
+25
+0.7% +$2.94K 0.05% 283
2017
Q3 		$413K Hold
3,441
– – 0.05% 272
2017
Q2 		$381K Buy
+3,441
New +$368K 0.05% 284
2016
Q4 		– Sell
-1,962
Closed -$215K – 372
2016
Q3 		$215K Buy
1,962
+22
+1% +$2.4K 0.03% 350
2016
Q2 		$209K Buy
1,940
+30
+2% +$3.12K 0.03% 368
2016
Q1 		$201K Buy
+1,910
New +$186K 0.03% 360

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

Leavell Investment Management's UPS Position: Q2 2026 in Review

Leavell Investment Management reduced its United Parcel Service (UPS) stake by 9.6% in Q2 2026, selling an estimated $25.4K and leaving 2,310 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #572.

Leavell Investment Management first reported a position in UPS in Q1 2016 and has held it in 27 quarters since. The position peaked at $811K in Q3 2024. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Leavell Investment Management held 2,310 shares of United Parcel Service worth $248K as of Q2 2026.
  • Leavell Investment Management sold 244 United Parcel Service shares in Q2 2026, an estimated $25.4K.
  • United Parcel Service made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #572 holding.
  • Leavell Investment Management first reported a position in United Parcel Service in Q1 2016 and has held it in 27 quarters since.
  • Leavell Investment Management's United Parcel Service position peaked at $811K in Q3 2024.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.