Leuthold Group’s United Parcel Service UPS Stock Holding History

Leuthold Group’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	$10.7M	Buy	108,545 +2,197	+2%	+$236K	1.14%	19
2025 Q4	$10.5M	Buy	+106,348	New	+$9.95M	1.14%	19
2023 Q2	–	Sell	-25,115	Closed	-$4.87M	–	231
2023 Q1	$4.87M	Sell	25,115 -513	-2%	-$94.1K	0.64%	59
2022 Q4	$4.46M	Sell	25,628 -796	-3%	-$138K	0.6%	67
2022 Q3	$4.27M	Buy	+26,424	New	+$5M	0.64%	61

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

Leuthold Group's UPS Position: Q1 2026 in Review

Leuthold Group increased its United Parcel Service (UPS) stake by 2.1% in Q1 2026, buying an estimated $236K and bringing the position to 108,545 shares worth $10.7M. The position accounts for 1.14% of the portfolio, ranked #19.

Leuthold Group first reported a position in UPS in Q3 2022 and has held it in 5 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Leuthold Group held 108,545 shares of United Parcel Service worth $10.7M as of Q1 2026.
Leuthold Group bought 2,197 United Parcel Service shares in Q1 2026, an estimated $236K.
United Parcel Service made up 1.14% of Leuthold Group's portfolio in Q1 2026, its #19 holding.
Leuthold Group first reported a position in United Parcel Service in Q3 2022 and has held it in 5 quarters since.
2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.