Luken Investment Analytics’s United Parcel Service UPS Stock Holding History

Luken Investment Analytics’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	–	Sell	-5	Closed	-$496	–	383
2025 Q4	$496	Sell	5 -1,014	-100%	-$94.8K	﹤0.01%	305
2025 Q3	$85.1K	Hold	1,019	–	–	0.03%	80
2025 Q2	$103K	Sell	1,019 -1,900	-65%	-$187K	0.05%	67
2025 Q1	$321K	Hold	2,919	–	–	0.15%	40
2024 Q4	$368K	Hold	2,919	–	–	0.17%	38
2024 Q3	$398K	Hold	2,919	–	–	0.18%	38
2024 Q2	$399K	Hold	2,919	–	–	0.2%	37
2024 Q1	$434K	Hold	2,919	–	–	0.22%	34
2023 Q4	$459K	Hold	2,919	–	–	0.25%	31
2023 Q3	$455K	Hold	2,919	–	–	0.26%	31
2023 Q2	$523K	Hold	2,919	–	–	0.29%	28
2023 Q1	$566K	Hold	2,919	–	–	0.33%	25
2022 Q4	$507K	Buy	+2,919	New	+$505K	0.32%	25
2020 Q4	$506K	Buy	+3,003	New	+$507K	0.38%	22

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Luken Investment Analytics's UPS Position: Q1 2026 in Review

Luken Investment Analytics sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 5 shares — an estimated $496 sold.

Luken Investment Analytics first reported a position in UPS in Q4 2020 and held it in 14 quarters. The position peaked at $566K in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Luken Investment Analytics reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
Luken Investment Analytics sold 5 United Parcel Service shares in Q1 2026, an estimated $496.
Luken Investment Analytics first reported a position in United Parcel Service in Q4 2020 and held it in 14 quarters.
Luken Investment Analytics's United Parcel Service position peaked at $566K in Q1 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Luken Investment Analytics's 13F filing for Q1 2026, filed 12 May 2026.