LSV Asset Management
UPS icon

LSV Asset Management’s United Parcel Service UPS Stock Holding History

LSV Asset Management’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 		$689K Hold
7,000
– – ﹤0.01% 666
2025
Q4 		$694K Buy
+7,000
New +$655K ﹤0.01% 670
2023
Q2 		– Sell
-300
Closed -$58K – 925
2023
Q1 		$58K Hold
300
– – ﹤0.01% 861
2022
Q4 		$52K Sell
300
-200
-40% -$34.6K ﹤0.01% 849
2022
Q3 		$81K Sell
500
-300
-38% -$56.8K ﹤0.01% 840
2022
Q2 		$146K Hold
800
– – ﹤0.01% 830
2022
Q1 		$172K Hold
800
– – ﹤0.01% 838
2021
Q4 		$171K Hold
800
– – ﹤0.01% 842
2021
Q3 		$145K Sell
800
-100
-11% -$19.7K ﹤0.01% 847
2021
Q2 		$187K Hold
900
– – ﹤0.01% 852
2021
Q1 		$152K Hold
900
– – ﹤0.01% 880
2020
Q4 		$151K Sell
900
-600
-40% -$101K ﹤0.01% 886
2020
Q3 		$249K Sell
1,500
-31,300
-95% -$4.56M ﹤0.01% 853
2020
Q2 		$3.65M Buy
32,800
+30,300
+1,212% +$3.02M 0.01% 591
2020
Q1 		$233K Hold
2,500
– – ﹤0.01% 854
2019
Q4 		$292K Sell
2,500
-5,100
-67% -$604K ﹤0.01% 858
2019
Q3 		$910K Hold
7,600
– – ﹤0.01% 751
2019
Q2 		$784K Sell
7,600
-900
-11% -$93.6K ﹤0.01% 781
2019
Q1 		$949K Hold
8,500
– – ﹤0.01% 769
2018
Q4 		$829K Buy
+8,500
New +$921K ﹤0.01% 796
2018
Q2 		– Sell
-1,600
Closed -$167K – 982
2018
Q1 		$167K Buy
+1,600
New +$185K ﹤0.01% 908
2017
Q2 		– Sell
-187,650
Closed -$20.1M – 1033
2017
Q1 		$20.1M Sell
187,650
-14,850
-7% -$1.62M 0.04% 343
2016
Q4 		$23.2M Buy
202,500
+4,000
+2% +$451K 0.04% 325
2016
Q3 		$21.7M Buy
198,500
+47,729
+32% +$5.21M 0.04% 311
2016
Q2 		$16.2M Buy
+150,771
New +$15.7M 0.03% 343
2013
Q4 		– Sell
-2,400
Closed -$219K – 951
2013
Q3 		$219K Buy
+2,400
New +$211K ﹤0.01% 815

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

LSV Asset Management's UPS Position: Q1 2026 in Review

LSV Asset Management held its United Parcel Service (UPS) position steady in Q1 2026 at 7,000 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

LSV Asset Management first reported a position in UPS in Q3 2013 and has held it in 26 quarters since. The position peaked at $23.2M in Q4 2016. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • LSV Asset Management held 7,000 shares of United Parcel Service worth $689K as of Q1 2026.
  • LSV Asset Management left its United Parcel Service share count unchanged in Q1 2026.
  • United Parcel Service made up ﹤0.01% of LSV Asset Management's portfolio in Q1 2026, its #666 holding.
  • LSV Asset Management first reported a position in United Parcel Service in Q3 2013 and has held it in 26 quarters since.
  • LSV Asset Management's United Parcel Service position peaked at $23.2M in Q4 2016.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.