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 		$3.45M Buy
+35,100
New +$3.76M ﹤0.01% 2969
2025
Q3 		– Sell
-3,000
Closed -$303K – 5994
2025
Q2 		$303K Sell
3,000
-1,000
-25% -$98.4K ﹤0.01% 4766
2025
Q1 		$440K Sell
4,000
-1,100
-22% -$132K ﹤0.01% 4289
2024
Q4 		$643K Hold
5,100
– – ﹤0.01% 3874
2024
Q3 		$695K Hold
5,100
– – ﹤0.01% 3727
2024
Q2 		$698K Buy
+5,100
New +$730K ﹤0.01% 3572

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.