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LexAurum Advisors’s United Parcel Service UPS Stock Holding History

LexAurum Advisors’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 		$351K Sell
3,262
-156
-5% -$16.2K 0.04% 316
2026
Q1 		$336K Buy
+3,418
New +$367K 0.04% 305
2025
Q3 		$283K Sell
3,386
-400
-11% -$36.2K 0.04% 305
2025
Q2 		$382K Sell
3,786
-65
-2% -$6.39K 0.06% 234
2025
Q1 		$424K Buy
3,851
+1,104
+40% +$132K 0.08% 215
2024
Q4 		$346K Buy
2,747
+487
+22% +$64.1K 0.07% 244
2024
Q3 		$308K Sell
2,260
-48
-2% -$6.3K 0.07% 226
2024
Q2 		$316K Buy
2,308
+53
+2% +$7.59K 0.08% 214
2024
Q1 		$335K Buy
2,255
+521
+30% +$79.2K 0.08% 206
2023
Q4 		$273K Buy
1,734
+190
+12% +$28.7K 0.07% 238
2023
Q3 		$241K Buy
1,544
+1
+0.1% +$173 0.07% 242
2023
Q2 		$277K Sell
1,543
-66
-4% -$11.7K 0.08% 211
2023
Q1 		$312K Sell
1,609
-19
-1% -$3.48K 0.1% 185
2022
Q4 		$283K Buy
1,628
+1
+0.1% +$173 0.1% 192
2022
Q3 		$263K Buy
1,627
+38
+2% +$7.2K 0.1% 191
2022
Q2 		$290K Buy
1,589
+1
+0.1% +$182 0.11% 179
2022
Q1 		$341K Sell
1,588
-49
-3% -$10.4K 0.11% 169
2021
Q4 		$351K Sell
1,637
-50
-3% -$10.2K 0.11% 180
2021
Q3 		$307K Sell
1,687
-59
-3% -$11.6K 0.09% 219
2021
Q2 		$363K Hold
1,746
– – 0.11% 202
2021
Q1 		$297K Sell
1,746
-9
-0.5% -$1.46K 0.1% 201
2020
Q4 		$296K Buy
+1,755
New +$296K 0.11% 187

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

LexAurum Advisors's UPS Position: Q2 2026 in Review

LexAurum Advisors reduced its United Parcel Service (UPS) stake by 4.6% in Q2 2026, selling an estimated $16.2K and leaving 3,262 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #316.

LexAurum Advisors first reported a position in UPS in Q4 2020 and has held it in 22 quarters since. The position peaked at $424K in Q1 2025. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LexAurum Advisors held 3,262 shares of United Parcel Service worth $351K as of Q2 2026.
  • LexAurum Advisors sold 156 United Parcel Service shares in Q2 2026, an estimated $16.2K.
  • United Parcel Service made up 0.04% of LexAurum Advisors's portfolio in Q2 2026, its #316 holding.
  • LexAurum Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 22 quarters since.
  • LexAurum Advisors's United Parcel Service position peaked at $424K in Q1 2025.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.