LVW Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $433K | Buy |
4,028
+496
| +14% | +$51.6K | 0.04% | 260 |
|
|
2026
Q1 | $347K | Buy |
3,532
+358
| +11% | +$38.4K | 0.03% | 292 |
|
|
2025
Q4 | $315K | Buy |
3,174
+127
| +4% | +$11.9K | 0.03% | 266 |
|
|
2025
Q3 | $255K | Sell |
3,047
-1,531
| -33% | -$139K | 0.03% | 301 |
|
|
2025
Q2 | $462K | Buy |
4,578
+1,167
| +34% | +$115K | 0.05% | 198 |
|
|
2025
Q1 | $375K | Sell |
3,411
-151
| -4% | -$18.1K | 0.04% | 213 |
|
|
2024
Q4 | $449K | Sell |
3,562
-949
| -21% | -$125K | 0.05% | 205 |
|
|
2024
Q3 | $615K | Sell |
4,511
-632
| -12% | -$83K | 0.08% | 162 |
|
|
2024
Q2 | $704K | Sell |
5,143
-5,269
| -51% | -$754K | 0.1% | 127 |
|
|
2024
Q1 | $1.55M | Buy |
10,412
+2,256
| +28% | +$343K | 0.26% | 64 |
|
|
2023
Q4 | $1.28M | Buy |
8,156
+3,760
| +86% | +$568K | 0.24% | 69 |
|
|
2023
Q3 | $685K | Buy |
4,396
+3,253
| +285% | +$561K | 0.14% | 95 |
|
|
2023
Q2 | $205K | Sell |
1,143
-3,005
| -72% | -$534K | 0.04% | 192 |
|
|
2023
Q1 | $805K | Sell |
4,148
-662
| -14% | -$121K | 0.16% | 94 |
|
|
2022
Q4 | $836K | Sell |
4,810
-349
| -7% | -$60.4K | 0.17% | 98 |
|
|
2022
Q3 | $833K | Sell |
5,159
-261
| -5% | -$49.4K | 0.19% | 87 |
|
|
2022
Q2 | $989K | Sell |
5,420
-23
| -0.4% | -$4.2K | 0.2% | 83 |
|
|
2022
Q1 | $1.17M | Sell |
5,443
-55
| -1% | -$11.7K | 0.2% | 81 |
|
|
2021
Q4 | $1.18M | Buy |
5,498
+359
| +7% | +$73K | 0.2% | 82 |
|
|
2021
Q3 | $936K | Buy |
5,139
+1,146
| +29% | +$226K | 0.16% | 100 |
|
|
2021
Q2 | $830K | Buy |
3,993
+135
| +3% | +$27K | 0.15% | 101 |
|
|
2021
Q1 | $656K | Buy |
3,858
+1,421
| +58% | +$230K | 0.13% | 121 |
|
|
2020
Q4 | $410K | Buy |
2,437
+664
| +37% | +$112K | 0.08% | 135 |
|
|
2020
Q3 | $295K | Sell |
1,773
-1,558
| -47% | -$227K | 0.07% | 153 |
|
|
2020
Q2 | $370K | Sell |
3,331
-631
| -16% | -$63K | 0.09% | 117 |
|
|
2020
Q1 | $370K | Buy |
3,962
+915
| +30% | +$94.8K | 0.1% | 102 |
|
|
2019
Q4 | $357K | Sell |
3,047
-190
| -6% | -$22.5K | 0.08% | 129 |
|
|
2019
Q3 | $388K | Buy |
3,237
+621
| +24% | +$71K | 0.1% | 107 |
|
|
2019
Q2 | $270K | Sell |
2,616
-2,583
| -50% | -$269K | 0.07% | 130 |
|
|
2019
Q1 | $581K | Buy |
5,199
+1,524
| +41% | +$162K | 0.15% | 91 |
|
|
2018
Q4 | $358K | Sell |
3,675
-6,930
| -65% | -$751K | 0.12% | 104 |
|
|
2018
Q3 | $1.24M | Buy |
10,605
+18
| +0.2% | +$2.12K | 0.35% | 57 |
|
|
2018
Q2 | $1.13M | Sell |
10,587
-283
| -3% | -$31.8K | 0.36% | 56 |
|
|
2018
Q1 | $1.14M | Buy |
+10,870
| New | +$1.26M | 0.35% | 56 |
|
Other funds holding UPS
SLAM
MIHAS
MFG
DC
AI
LVW Advisors's UPS Position: Q2 2026 in Review
LVW Advisors increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $51.6K and bringing the position to 4,028 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #260.
LVW Advisors first reported a position in UPS in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.55M in Q1 2024. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- LVW Advisors held 4,028 shares of United Parcel Service worth $433K as of Q2 2026.
- LVW Advisors bought 496 United Parcel Service shares in Q2 2026, an estimated $51.6K.
- United Parcel Service made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #260 holding.
- LVW Advisors first reported a position in United Parcel Service in Q1 2018 and has held it in 34 quarters since.
- LVW Advisors's United Parcel Service position peaked at $1.55M in Q1 2024.
- 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.