Lido Advisors
UPS icon

Lido Advisors’s United Parcel Service UPS Stock Holding History

Lido 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
Q1 		$5.1M Sell
51,842
-19,304
-27% -$2.07M 0.02% 451
2025
Q4 		$6.04M Buy
71,146
+2,123
+3% +$199K 0.02% 413
2025
Q3 		$5.77M Sell
69,023
-8,504
-11% -$770K 0.02% 412
2025
Q2 		$7.83M Sell
77,527
-10,934
-12% -$1.08M 0.03% 287
2025
Q1 		$9.73M Buy
88,461
+7,211
+9% +$862K 0.04% 236
2024
Q4 		$10.2M Buy
81,250
+8,058
+11% +$1.06M 0.05% 213
2024
Q3 		$9.98M Buy
73,192
+2,936
+4% +$385K 0.05% 201
2024
Q2 		$9.61M Buy
70,256
+843
+1% +$121K 0.05% 180
2024
Q1 		$10.3M Buy
69,413
+4,439
+7% +$675K 0.06% 170
2023
Q4 		$10.2M Buy
64,974
+30,312
+87% +$4.58M 0.07% 155
2023
Q3 		$5.4M Buy
34,662
+1,474
+4% +$254K 0.04% 222
2023
Q2 		$5.95M Buy
33,188
+3,338
+11% +$593K 0.04% 197
2023
Q1 		$5.79M Buy
29,850
+7,897
+36% +$1.45M 0.06% 190
2022
Q4 		$3.82M Buy
21,953
+325
+2% +$56.3K 0.05% 198
2022
Q3 		$3.49M Buy
21,628
+2,146
+11% +$406K 0.04% 185
2022
Q2 		$3.56M Buy
19,482
+502
+3% +$91.6K 0.05% 159
2022
Q1 		$4.07M Buy
18,980
+419
+2% +$89K 0.05% 165
2021
Q4 		$3.98M Buy
18,561
+2,303
+14% +$468K 0.04% 180
2021
Q3 		$2.96M Buy
16,258
+3,066
+23% +$605K 0.04% 217
2021
Q2 		$2.74M Buy
13,192
+1,770
+15% +$354K 0.04% 216
2021
Q1 		$1.94M Buy
11,422
+380
+3% +$61.5K 0.03% 228
2020
Q4 		$1.86M Sell
11,042
-1,953
-15% -$330K 0.04% 221
2020
Q3 		$2.17M Buy
12,995
+1,913
+17% +$279K 0.06% 159
2020
Q2 		$1.23M Sell
11,082
-3,175
-22% -$317K 0.04% 216
2020
Q1 		$1.33M Sell
14,257
-1,484
-9% -$154K 0.06% 184
2019
Q4 		$1.84M Buy
15,741
+4,947
+46% +$586K 0.07% 158
2019
Q3 		$1.29M Buy
10,794
+197
+2% +$22.5K 0.07% 175
2019
Q2 		$1.09M Buy
10,597
+162
+2% +$16.8K 0.06% 172
2019
Q1 		$1.17M Buy
10,435
+2,466
+31% +$262K 0.08% 158
2018
Q4 		$777K Sell
7,969
-1,854
-19% -$201K 0.08% 156
2018
Q3 		$1.15M Buy
9,823
+2,753
+39% +$324K 0.11% 108
2018
Q2 		$751K Buy
7,070
+901
+15% +$101K 0.09% 143
2018
Q1 		$645K Buy
6,169
+1,602
+35% +$185K 0.09% 151
2017
Q4 		$544K Buy
4,567
+732
+19% +$86K 0.08% 141
2017
Q3 		$450K Buy
3,835
+1,710
+80% +$194K 0.07% 156
2017
Q2 		$235K Buy
+2,125
New +$227K 0.05% 219
2017
Q1 		– Sell
-3,166
Closed -$363K – 276
2016
Q4 		$363K Buy
3,166
+1,215
+62% +$137K 0.09% 116
2016
Q3 		$213K Buy
1,951
+20
+1% +$2.18K 0.07% 132
2016
Q2 		$208K Buy
+1,931
New +$201K 0.06% 140

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors's UPS Position: Q1 2026 in Review

Lido Advisors reduced its United Parcel Service (UPS) stake by 27% in Q1 2026, selling an estimated $2.07M and leaving 51,842 shares worth $5.1M. The position accounts for 0.02% of the portfolio, ranked #451.

Lido Advisors first reported a position in UPS in Q2 2016 and has held it in 39 quarters since. The position peaked at $10.3M in Q1 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Lido Advisors held 51,842 shares of United Parcel Service worth $5.1M as of Q1 2026.
  • Lido Advisors sold 19,304 United Parcel Service shares in Q1 2026, an estimated $2.07M.
  • United Parcel Service made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #451 holding.
  • Lido Advisors first reported a position in United Parcel Service in Q2 2016 and has held it in 39 quarters since.
  • Lido Advisors's United Parcel Service position peaked at $10.3M in Q1 2024.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.