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Lifeworks Advisors’s United Parcel Service UPS Stock Holding History

Lifeworks 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 		$400K Sell
3,721
-439
-11% -$45.6K 0.04% 228
2026
Q1 		$409K Buy
4,160
+192
+5% +$20.6K 0.05% 217
2025
Q4 		$394K Buy
3,968
+158
+4% +$14.8K 0.05% 236
2025
Q3 		$318K Buy
3,810
+370
+11% +$33.5K 0.04% 252
2025
Q2 		$347K Buy
3,440
+877
+34% +$86.3K 0.05% 239
2025
Q1 		$282K Buy
2,563
+17
+0.7% +$2.03K 0.05% 253
2024
Q4 		$321K Buy
2,546
+145
+6% +$19.1K 0.06% 218
2024
Q3 		$327K Buy
2,401
+509
+27% +$66.8K 0.06% 215
2024
Q2 		$259K Sell
1,892
-625
-25% -$89.5K 0.07% 189
2024
Q1 		$374K Buy
2,517
+300
+14% +$45.6K 0.1% 151
2023
Q4 		$349K Sell
2,217
-1,152
-34% -$174K 0.12% 147
2023
Q3 		$525K Buy
3,369
+1,343
+66% +$232K 0.2% 117
2023
Q2 		$363K Buy
+2,026
New +$360K 0.15% 122

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

Lifeworks Advisors's UPS Position: Q2 2026 in Review

Lifeworks Advisors reduced its United Parcel Service (UPS) stake by 11% in Q2 2026, selling an estimated $45.6K and leaving 3,721 shares worth $400K. The position accounts for 0.04% of the portfolio, ranked #228.

Lifeworks Advisors first reported a position in UPS in Q2 2023 and has held it in 13 quarters since. The position peaked at $525K in Q3 2023. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lifeworks Advisors held 3,721 shares of United Parcel Service worth $400K as of Q2 2026.
  • Lifeworks Advisors sold 439 United Parcel Service shares in Q2 2026, an estimated $45.6K.
  • United Parcel Service made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #228 holding.
  • Lifeworks Advisors first reported a position in United Parcel Service in Q2 2023 and has held it in 13 quarters since.
  • Lifeworks Advisors's United Parcel Service position peaked at $525K in Q3 2023.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.