LPL Financial
UPS icon

LPL Financial’s United Parcel Service UPS Stock Holding History

LPL Financial’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 		$152M Buy
1,547,042
+64,096
+4% +$6.87M 0.04% 424
2025
Q4 		$147M Sell
1,482,946
-190,576
-11% -$17.8M 0.04% 424
2025
Q3 		$140M Sell
1,673,522
-15,379
-0.9% -$1.39M 0.04% 415
2025
Q2 		$170M Buy
1,688,901
+119,402
+8% +$11.7M 0.06% 316
2025
Q1 		$173M Buy
1,569,499
+186,947
+14% +$22.4M 0.07% 270
2024
Q4 		$174M Buy
1,382,552
+37,053
+3% +$4.88M 0.07% 250
2024
Q3 		$183M Buy
1,345,499
+85,794
+7% +$11.3M 0.08% 216
2024
Q2 		$172M Buy
1,259,705
+82,251
+7% +$11.8M 0.09% 204
2024
Q1 		$175M Buy
1,177,454
+5,308
+0.5% +$807K 0.09% 186
2023
Q4 		$184M Buy
1,172,146
+82,260
+8% +$12.4M 0.11% 168
2023
Q3 		$170M Buy
1,089,886
+90,618
+9% +$15.6M 0.12% 155
2023
Q2 		$179M Buy
999,268
+32,830
+3% +$5.83M 0.13% 138
2023
Q1 		$187M Buy
966,438
+173,868
+22% +$31.9M 0.15% 128
2022
Q4 		$138M Buy
792,570
+47,204
+6% +$8.17M 0.12% 170
2022
Q3 		$120M Sell
745,366
-8,108
-1% -$1.54M 0.12% 164
2022
Q2 		$138M Buy
753,474
+63,525
+9% +$11.6M 0.13% 150
2022
Q1 		$148M Buy
689,949
+41,325
+6% +$8.78M 0.13% 156
2021
Q4 		$139M Buy
648,624
+46,114
+8% +$9.38M 0.12% 160
2021
Q3 		$110M Buy
602,510
+14,449
+2% +$2.85M 0.1% 181
2021
Q2 		$122M Buy
588,061
+22,282
+4% +$4.46M 0.12% 154
2021
Q1 		$96.2M Sell
565,779
-9,279
-2% -$1.5M 0.11% 174
2020
Q4 		$96.8M Buy
575,058
+22,681
+4% +$3.83M 0.13% 153
2020
Q3 		$92M Sell
552,377
-73,186
-12% -$10.7M 0.14% 139
2020
Q2 		$69.5M Buy
625,563
+110,021
+21% +$11M 0.12% 155
2020
Q1 		$48.2M Buy
515,542
+105,377
+26% +$10.9M 0.1% 172
2019
Q4 		$48M Sell
410,165
-17,265
-4% -$2.04M 0.09% 203
2019
Q3 		$51.2M Buy
427,430
+19,897
+5% +$2.27M 0.1% 172
2019
Q2 		$42.1M Buy
407,533
+28,778
+8% +$2.99M 0.09% 200
2019
Q1 		$42.3M Buy
378,755
+13,804
+4% +$1.46M 0.1% 190
2018
Q4 		$35.6M Buy
364,951
+38,701
+12% +$4.2M 0.09% 190
2018
Q3 		$38.1M Buy
326,250
+11,119
+4% +$1.31M 0.09% 198
2018
Q2 		$33.5M Sell
315,131
-7,363
-2% -$827K 0.09% 197
2018
Q1 		$33.8M Buy
322,494
+100,209
+45% +$11.6M 0.09% 189
2017
Q4 		$26.5M Buy
222,285
+52,931
+31% +$6.22M 0.08% 205
2017
Q3 		$20.3M Buy
169,354
+42,095
+33% +$4.79M 0.07% 226
2017
Q2 		$14.1M Buy
127,259
+81,127
+176% +$8.67M 0.05% 291
2017
Q1 		$4.91M Sell
46,132
-3,256
-7% -$356K 0.03% 432
2016
Q4 		$5.68M Sell
49,388
-5,701
-10% -$642K 0.04% 359
2016
Q3 		$5.98M Buy
55,089
+13,193
+31% +$1.44M 0.06% 325
2016
Q2 		$4.51M Sell
41,896
-110,699
-73% -$11.5M 0.04% 413
2016
Q1 		$15.9M Sell
152,595
-27,619
-15% -$2.68M 0.04% 320
2015
Q4 		$17.3M Buy
180,214
+50,598
+39% +$5.17M 0.05% 313
2015
Q3 		$13.2M Sell
129,616
-18,561
-13% -$1.83M 0.07% 235
2015
Q2 		$14.3M Sell
148,177
-6,872
-4% -$683K 0.07% 239
2015
Q1 		$15M Sell
155,049
-13,374
-8% -$1.37M 0.08% 228
2014
Q4 		$18.7M Buy
168,423
+68,879
+69% +$7.27M 0.1% 186
2014
Q3 		$9.65M Buy
99,544
+8,351
+9% +$830K 0.06% 286
2014
Q2 		$9.36M Sell
91,193
-2,815
-3% -$283K 0.05% 289
2014
Q1 		$9.15M Sell
94,008
-4,396
-4% -$428K 0.06% 290
2013
Q4 		$10.3M Sell
98,404
-6,040
-6% -$595K 0.06% 258
2013
Q3 		$9.44M Buy
104,444
+106
+0.1% +$9.32K 0.06% 269
2013
Q2 		$9.02M Buy
+104,338
New +$8.95M 0.06% 247

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

LPL Financial's UPS Position: Q1 2026 in Review

LPL Financial increased its United Parcel Service (UPS) stake by 4.3% in Q1 2026, buying an estimated $6.87M and bringing the position to 1,547,042 shares worth $152M. The position accounts for 0.04% of the portfolio, ranked #424.

LPL Financial first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $187M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • LPL Financial held 1,547,042 shares of United Parcel Service worth $152M as of Q1 2026.
  • LPL Financial bought 64,096 United Parcel Service shares in Q1 2026, an estimated $6.87M.
  • United Parcel Service made up 0.04% of LPL Financial's portfolio in Q1 2026, its #424 holding.
  • LPL Financial first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's United Parcel Service position peaked at $187M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.