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Lynx Investment Advisory’s United Parcel Service UPS Stock Holding History

Lynx Investment Advisory’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 		$214K Buy
+1,988
New +$207K 0.07% 218
2025
Q1 		– Sell
-2,192
Closed -$276K – 156
2024
Q4 		$276K Sell
2,192
-64
-3% -$8.42K 0.19% 122
2024
Q3 		$308K Sell
2,256
-50
-2% -$6.57K 0.22% 100
2024
Q2 		$316K Buy
+2,306
New +$330K 0.23% 86

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 $3.38T AUM 44.17% 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

Lynx Investment Advisory's UPS Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in United Parcel Service (UPS) in Q2 2026: 1,988 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #218 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in UPS as recently as Q4 2024.

Lynx Investment Advisory first reported a position in UPS in Q2 2024 and has held it in 4 quarters since. The position peaked at $316K in Q2 2024. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Lynx Investment Advisory held 1,988 shares of United Parcel Service worth $214K as of Q2 2026.
  • United Parcel Service was a new Lynx Investment Advisory position in Q2 2026.
  • United Parcel Service made up 0.07% of Lynx Investment Advisory's portfolio in Q2 2026, its #218 holding.
  • Lynx Investment Advisory first reported a position in United Parcel Service in Q2 2024 and has held it in 4 quarters since.
  • Lynx Investment Advisory's United Parcel Service position peaked at $316K in Q2 2024.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.