Lloyd Advisory Services’s United Parcel Service UPS Stock Holding History

Lloyd Advisory Services’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	$41.6K	Buy	387 +376	+3,418%	+$39.1K	0.02%	254
2026 Q1	$1.12K	Buy	+11	New	+$1.18K	﹤0.01%	735
2023 Q4	–	Sell	-4,652	Closed	-$725K	–	327
2023 Q3	$725K	Buy	+4,652	New	+$803K	0.24%	99
2022 Q2	–	Sell	-7	Closed	-$2K	–	529
2022 Q1	$2K	Hold	7	–	–	﹤0.01%	544
2021 Q4	$2K	Hold	7	–	–	﹤0.01%	383
2021 Q3	$1K	Sell	7 -17	-71%	-$3.36K	﹤0.01%	378
2021 Q2	$5K	Sell	24 -2	-8%	-$400	﹤0.01%	325
2021 Q1	$4K	Hold	26	–	–	﹤0.01%	315
2020 Q4	$4K	Sell	26 -1,031	-98%	-$174K	﹤0.01%	285
2020 Q3	$176K	Sell	1,057 -1,154	-52%	-$168K	0.11%	52
2020 Q2	$246K	Buy	2,211 +610	+38%	+$60.9K	0.15%	46
2020 Q1	$150K	Buy	1,601 +149	+10%	+$15.4K	0.11%	61
2019 Q4	$170K	Buy	+1,452	New	+$172K	0.15%	74

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

Lloyd Advisory Services's UPS Position: Q2 2026 in Review

Lloyd Advisory Services increased its United Parcel Service (UPS) stake by 3,418% in Q2 2026, buying an estimated $39.1K and bringing the position to 387 shares worth $41.6K. The position accounts for 0.02% of the portfolio, ranked #254.

Lloyd Advisory Services first reported a position in UPS in Q4 2019 and has held it in 13 quarters since. The position peaked at $725K in Q3 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Lloyd Advisory Services held 387 shares of United Parcel Service worth $41.6K as of Q2 2026.
Lloyd Advisory Services bought 376 United Parcel Service shares in Q2 2026, an estimated $39.1K.
United Parcel Service made up 0.02% of Lloyd Advisory Services's portfolio in Q2 2026, its #254 holding.
Lloyd Advisory Services first reported a position in United Parcel Service in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's United Parcel Service position peaked at $725K in Q3 2023.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.