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LRI Investments’s United Parcel Service UPS Stock Holding History

LRI Investments’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 		$363K Buy
3,373
+2,318
+220% +$241K 0.03% 225
2026
Q1 		$104K Hold
1,055
– – 0.01% 402
2025
Q4 		$105K Buy
1,055
+14
+1% +$1.31K 0.01% 404
2025
Q3 		$87K Buy
1,041
+229
+28% +$20.7K 0.01% 448
2025
Q2 		$82K Sell
812
-22
-3% -$2.16K 0.01% 469
2025
Q1 		$91.7K Buy
834
+189
+29% +$22.6K 0.01% 435
2024
Q4 		$81.3K Sell
645
-180
-22% -$23.7K 0.01% 448
2024
Q3 		$109K Buy
825
+131
+19% +$17.2K 0.01% 390
2024
Q2 		$95K Buy
694
+332
+92% +$47.5K 0.01% 391
2024
Q1 		$53.8K Buy
+362
New +$55K 0.01% 261

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LRI Investments's UPS Position: Q2 2026 in Review

LRI Investments increased its United Parcel Service (UPS) stake by 220% in Q2 2026, buying an estimated $241K and bringing the position to 3,373 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #225.

LRI Investments first reported a position in UPS in Q1 2024 and has held it in 10 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LRI Investments held 3,373 shares of United Parcel Service worth $363K as of Q2 2026.
  • LRI Investments bought 2,318 United Parcel Service shares in Q2 2026, an estimated $241K.
  • United Parcel Service made up 0.03% of LRI Investments's portfolio in Q2 2026, its #225 holding.
  • LRI Investments first reported a position in United Parcel Service in Q1 2024 and has held it in 10 quarters since.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.