Lido Advisors’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$538K Buy
+5,000
New +$520K ﹤0.01% 1442

Other funds holding UPS

Lido Advisors's UPS Position: Q2 2026 in Review

Lido Advisors increased its United Parcel Service (UPS) stake by 1.1% in Q2 2026, buying an estimated $59.7K and bringing the position to 52,416 shares worth $5.64M. The position accounts for 0.02% of the portfolio, ranked #481.

Lido Advisors first reported a position in UPS in Q2 2016 and has held it in 40 quarters since. The position peaked at $10.3M in Q1 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lido Advisors held 52,416 shares of United Parcel Service worth $5.64M as of Q2 2026.
  • Lido Advisors bought 574 United Parcel Service shares in Q2 2026, an estimated $59.7K.
  • United Parcel Service made up 0.02% of Lido Advisors's portfolio in Q2 2026, its #481 holding.
  • Lido Advisors first reported a position in United Parcel Service in Q2 2016 and has held it in 40 quarters since.
  • Lido Advisors's United Parcel Service position peaked at $10.3M in Q1 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.