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	$1.08M	Sell	11,000 -11,000	-50%	-$1.18M	﹤0.01%	936
2025 Q4	$2.18M	Hold	22,000	–	–	0.01%	693
2025 Q3	$1.84M	Buy	+22,000	New	+$1.99M	0.01%	707
2025 Q2	–	Sell	-22,000	Closed	-$2.42M	–	1759
2025 Q1	$2.42M	Sell	22,000 -2,500	-10%	-$299K	0.01%	498
2024 Q4	$3.09M	Buy	24,500 +7,700	+46%	+$1.01M	0.01%	421
2024 Q3	$2.29M	Hold	16,800	–	–	0.01%	443
2024 Q2	$2.3M	Hold	16,800	–	–	0.01%	419
2024 Q1	$2.5M	Buy	16,800 +14,000	+500%	+$2.13M	0.01%	392
2023 Q4	$440K	Sell	2,800 -100	-3%	-$15.1K	﹤0.01%	906
2023 Q3	$452K	Buy	2,900 +100	+4%	+$17.3K	﹤0.01%	775
2023 Q2	$502K	Buy	+2,800	New	+$497K	﹤0.01%	742
2020 Q4	–	Sell	-2,000	Closed	-$333K	–	854
2020 Q3	$333K	Hold	2,000	–	–	0.01%	457
2020 Q2	$222K	Sell	2,000 -1,200	-38%	-$120K	0.01%	528
2020 Q1	$298K	Buy	+3,200	New	+$332K	0.01%	420

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

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.