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

Lewis 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
Q2 		$580K Buy
5,397
+1,253
+30% +$130K 0.2% 108
2026
Q1 		$408K Buy
4,144
+374
+10% +$40.1K 0.17% 132
2025
Q4 		$374K Buy
3,770
+305
+9% +$28.5K 0.15% 132
2025
Q3 		$289K Buy
3,465
+1,080
+45% +$97.8K 0.12% 153
2025
Q2 		$241K Buy
+2,385
New +$235K 0.11% 162

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lewis Asset Management's UPS Position: Q2 2026 in Review

Lewis Asset Management increased its United Parcel Service (UPS) stake by 30% in Q2 2026, buying an estimated $130K and bringing the position to 5,397 shares worth $580K. The position accounts for 0.2% of the portfolio, ranked #108.

Lewis Asset Management first reported a position in UPS in Q2 2025 and has held it in 5 quarters since. 949 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lewis Asset Management held 5,397 shares of United Parcel Service worth $580K as of Q2 2026.
  • Lewis Asset Management bought 1,253 United Parcel Service shares in Q2 2026, an estimated $130K.
  • United Parcel Service made up 0.2% of Lewis Asset Management's portfolio in Q2 2026, its #108 holding.
  • Lewis Asset Management first reported a position in United Parcel Service in Q2 2025 and has held it in 5 quarters since.
  • 949 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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