LCM
UPS icon

Logan Capital Management’s United Parcel Service UPS Stock Holding History

Logan Capital Management’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 		– Sell
-68,455
Closed -$7.34M – 521
2025
Q4 		$6.79M Sell
68,455
-16,402
-19% -$1.53M 0.29% 94
2025
Q3 		$7.09M Buy
84,857
+16,608
+24% +$1.5M 0.3% 88
2025
Q2 		$6.89M Sell
68,249
-32,474
-32% -$3.19M 0.32% 86
2025
Q1 		$11.1M Buy
100,723
+24,242
+32% +$2.9M 0.5% 59
2024
Q4 		$9.64M Sell
76,481
-10,588
-12% -$1.39M 0.4% 72
2024
Q3 		$11.9M Buy
87,069
+9,250
+12% +$1.21M 0.49% 60
2024
Q2 		$10.6M Sell
77,819
-1,642
-2% -$235K 0.46% 64
2024
Q1 		$11.8M Buy
79,461
+21,305
+37% +$3.24M 0.51% 60
2023
Q4 		$9.14M Sell
58,156
-9,612
-14% -$1.45M 0.43% 72
2023
Q3 		$10.6M Buy
67,768
+2,385
+4% +$412K 0.54% 57
2023
Q2 		$11.7M Sell
65,383
-4,552
-7% -$808K 0.56% 57
2023
Q1 		$13.6M Buy
69,935
+2,924
+4% +$536K 0.66% 45
2022
Q4 		$11.6M Sell
67,011
-143
-0.2% -$24.8K 0.6% 55
2022
Q3 		$10.8M Buy
67,154
+211
+0.3% +$40K 0.65% 51
2022
Q2 		$12.2M Buy
66,943
+55,601
+490% +$10.1M 0.7% 47
2022
Q1 		$2.43M Sell
11,342
-77
-0.7% -$16.4K 0.12% 153
2021
Q4 		$2.45M Buy
11,419
+119
+1% +$24.2K 0.11% 157
2021
Q3 		$2.06M Buy
11,300
+344
+3% +$67.9K 0.1% 154
2021
Q2 		$2.28M Buy
10,956
+278
+3% +$55.6K 0.11% 149
2021
Q1 		$1.81M Buy
10,678
+293
+3% +$47.4K 0.09% 157
2020
Q4 		$1.75M Buy
10,385
+3,061
+42% +$517K 0.09% 158
2020
Q3 		$1.22M Sell
7,324
-561
-7% -$81.7K 0.07% 236
2020
Q2 		$876K Sell
7,885
-35
-0.4% -$3.49K 0.05% 203
2020
Q1 		$740K Buy
7,920
+12
+0.2% +$1.24K 0.05% 231
2019
Q4 		$926K Sell
7,908
-827
-9% -$97.9K 0.05% 224
2019
Q3 		$1.05M Buy
8,735
+115
+1% +$13.1K 0.06% 199
2019
Q2 		$891K Sell
8,620
-67
-0.8% -$6.97K 0.05% 210
2019
Q1 		$970K Buy
8,687
+329
+4% +$34.9K 0.06% 199
2018
Q4 		$815K Buy
8,358
+493
+6% +$53.4K 0.06% 188
2018
Q3 		$918K Buy
7,865
+280
+4% +$33K 0.06% 189
2018
Q2 		$805K Buy
7,585
+216
+3% +$24.3K 0.06% 203
2018
Q1 		$771K Sell
7,369
-1,453
-16% -$168K 0.05% 197
2017
Q4 		$1.05M Buy
8,822
+242
+3% +$28.4K 0.07% 166
2017
Q3 		$1.03M Buy
8,580
+404
+5% +$45.9K 0.07% 161
2017
Q2 		$904K Buy
8,176
+3,590
+78% +$384K 0.07% 169
2017
Q1 		$492K Buy
4,586
+603
+15% +$65.9K 0.04% 215
2016
Q4 		$456K Sell
3,983
-32
-0.8% -$3.61K 0.04% 229
2016
Q3 		$439K Hold
4,015
– – 0.04% 228
2016
Q2 		$432K Hold
4,015
– – 0.04% 221
2016
Q1 		$424K Buy
+4,015
New +$390K 0.03% 246
2015
Q1 		– Sell
-2,000
Closed -$222K – 284
2014
Q4 		$222K Sell
2,000
-355
-15% -$37.5K 0.02% 265
2014
Q3 		$232K Hold
2,355
– – 0.02% 256
2014
Q2 		$241K Hold
2,355
– – 0.02% 254
2014
Q1 		$230K Hold
2,355
– – 0.02% 255
2013
Q4 		$247K Hold
2,355
– – 0.02% 251
2013
Q3 		$215K Buy
+2,355
New +$207K 0.02% 254

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Logan Capital Management's UPS Position: Q1 2026 in Review

Logan Capital Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 68,455 shares — an estimated $7.34M sold.

Logan Capital Management first reported a position in UPS in Q3 2013 and held it in 46 quarters. The position peaked at $13.6M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Logan Capital Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Logan Capital Management sold 68,455 United Parcel Service shares in Q1 2026, an estimated $7.34M.
  • Logan Capital Management first reported a position in United Parcel Service in Q3 2013 and held it in 46 quarters.
  • Logan Capital Management's United Parcel Service position peaked at $13.6M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.