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LECAP Asset Management’s United Parcel Service UPS Stock Holding History

LECAP Asset 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
Q1 		– Sell
-4,135
Closed -$410K – 385
2025
Q4 		$410K Buy
4,135
+1,418
+52% +$133K 0.16% 214
2025
Q3 		$227K Sell
2,717
-3,733
-58% -$338K 0.08% 259
2025
Q2 		$651K Sell
6,450
-12,786
-66% -$1.26M 0.23% 166
2025
Q1 		$2.12M Buy
19,236
+1,398
+8% +$167K 0.49% 75
2024
Q4 		$2.25M Sell
17,838
-6,628
-27% -$872K 0.61% 46
2024
Q3 		$3.34M Buy
24,466
+730
+3% +$95.8K 0.72% 28
2024
Q2 		$3.25M Buy
+23,736
New +$3.4M 0.7% 31

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LECAP Asset Management's UPS Position: Q1 2026 in Review

LECAP Asset Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 4,135 shares — an estimated $410K sold.

LECAP Asset Management first reported a position in UPS in Q2 2024 and held it in 7 quarters. The position peaked at $3.34M in Q3 2024. 2,109 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • LECAP Asset Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • LECAP Asset Management sold 4,135 United Parcel Service shares in Q1 2026, an estimated $410K.
  • LECAP Asset Management first reported a position in United Parcel Service in Q2 2024 and held it in 7 quarters.
  • LECAP Asset Management's United Parcel Service position peaked at $3.34M in Q3 2024.
  • 2,109 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on LECAP Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.