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LS Investment Advisors’s United Parcel Service UPS Stock Holding History

LS Investment Advisors’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
-4,675
Closed -$460K – 137
2026
Q1 		$460K Buy
4,675
+1,400
+43% +$150K 0.07% 107
2025
Q4 		$325K Buy
3,275
+335
+11% +$31.3K 0.05% 116
2025
Q3 		$246K Sell
2,940
-7,200
-71% -$652K 0.03% 128
2025
Q2 		$1.02M Buy
10,140
+1,500
+17% +$148K 0.15% 80
2025
Q1 		$950K Buy
8,640
+3,755
+77% +$449K 0.15% 81
2024
Q4 		$616K Sell
4,885
-3,855
-44% -$507K 0.09% 99
2024
Q3 		$1.19M Buy
8,740
+145
+2% +$19K 0.18% 76
2024
Q2 		$1.18M Buy
8,595
+1,055
+14% +$151K 0.18% 78
2024
Q1 		$1.12M Buy
7,540
+1,540
+26% +$234K 0.18% 78
2023
Q4 		$943K Buy
+6,000
New +$907K 0.16% 81
2021
Q2 		– Sell
-17,848
Closed -$3.03M – 701
2021
Q1 		$3.03M Buy
17,848
+403
+2% +$65.2K 0.17% 136
2020
Q4 		$2.94M Sell
17,445
-5,471
-24% -$923K 0.16% 141
2020
Q3 		$3.82M Sell
22,916
-2,705
-11% -$394K 0.22% 114
2020
Q2 		$2.85M Buy
25,621
+11,927
+87% +$1.19M 0.18% 130
2020
Q1 		$1.28M Sell
13,694
-2,962
-18% -$307K 0.09% 194
2019
Q4 		$1.95M Sell
16,656
-116
-0.7% -$13.7K 0.11% 190
2019
Q3 		$2.01M Buy
16,772
+343
+2% +$39.2K 0.12% 177
2019
Q2 		$1.7M Buy
16,429
+92
+0.6% +$9.57K 0.1% 204
2019
Q1 		$1.82M Sell
16,337
-249
-2% -$26.4K 0.11% 182
2018
Q4 		$1.62M Buy
16,586
+184
+1% +$19.9K 0.11% 191
2018
Q3 		$1.92M Sell
16,402
-814
-5% -$95.8K 0.11% 186
2018
Q2 		$1.83M Sell
17,216
-1,199
-7% -$135K 0.11% 191
2018
Q1 		$1.93M Sell
18,415
-9,022
-33% -$1.04M 0.11% 185
2017
Q4 		$3.27M Buy
27,437
+3,172
+13% +$373K 0.19% 110
2017
Q3 		$2.91M Sell
24,265
-1,764
-7% -$201K 0.17% 120
2017
Q2 		$2.88M Buy
26,029
+485
+2% +$51.8K 0.18% 122
2017
Q1 		$2.74M Sell
25,544
-949
-4% -$104K 0.18% 124
2016
Q4 		$3.04M Sell
26,493
-2,446
-8% -$276K 0.21% 92
2016
Q3 		$3.17M Sell
28,939
-2,579
-8% -$282K 0.23% 88
2016
Q2 		$3.4M Buy
31,518
+1,828
+6% +$190K 0.24% 91
2016
Q1 		$3.13M Buy
29,690
+3,160
+12% +$307K 0.23% 94
2015
Q4 		$2.55M Buy
26,530
+8,067
+44% +$824K 0.2% 108
2015
Q3 		$1.82M Buy
18,463
+556
+3% +$54.9K 0.15% 147
2015
Q2 		$1.74M Buy
17,907
+602
+3% +$59.8K 0.13% 161
2015
Q1 		$1.68M Sell
17,305
-9,388
-35% -$963K 0.13% 182
2014
Q4 		$2.97M Sell
26,693
-2,500
-9% -$264K 0.24% 86
2014
Q3 		$2.87M Buy
29,193
+948
+3% +$94.2K 0.25% 89
2014
Q2 		$2.9M Sell
28,245
-536
-2% -$53.8K 0.25% 83
2014
Q1 		$2.8M Buy
28,781
+11,174
+63% +$1.09M 0.23% 95
2013
Q4 		$1.85M Buy
17,607
+6,905
+65% +$680K 0.17% 118
2013
Q3 		$978K Buy
10,702
+3,827
+56% +$336K 0.12% 127
2013
Q2 		$595K Buy
+6,875
New +$590K 0.08% 154

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LS Investment Advisors's UPS Position: Q2 2026 in Review

LS Investment Advisors sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 4,675 shares — an estimated $460K sold.

LS Investment Advisors first reported a position in UPS in Q2 2013 and held it in 42 quarters. The position peaked at $3.82M in Q3 2020. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • LS Investment Advisors reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • LS Investment Advisors sold 4,675 United Parcel Service shares in Q2 2026, an estimated $460K.
  • LS Investment Advisors first reported a position in United Parcel Service in Q2 2013 and held it in 42 quarters.
  • LS Investment Advisors's United Parcel Service position peaked at $3.82M in Q3 2020.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.