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 Q2	–	Sell	-35,100	Closed	-$3.45M	–	6359
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 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

LPL Financial's UPS Position: Q2 2026 in Review

LPL Financial increased its United Parcel Service (UPS) stake by 3.7% in Q2 2026, buying an estimated $6.01M and bringing the position to 1,604,877 shares worth $173M. The position accounts for 0.04% of the portfolio, ranked #443.

LPL Financial first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $187M in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

LPL Financial held 1,604,877 shares of United Parcel Service worth $173M as of Q2 2026.
LPL Financial bought 57,835 United Parcel Service shares in Q2 2026, an estimated $6.01M.
United Parcel Service made up 0.04% of LPL Financial's portfolio in Q2 2026, its #443 holding.
LPL Financial first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
LPL Financial's United Parcel Service position peaked at $187M in Q1 2023.
2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.