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 Q2	$1.83M	Buy	17,000 +6,000	+55%	+$624K	0.01%	835
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.