Marshall Wace
UPS icon

Marshall Wace’s United Parcel Service UPS Stock Holding History

Marshall Wace’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 		$111M Buy
1,129,844
+866,525
+329% +$92.9M 0.11% 152
2025
Q4 		$26.1M Sell
263,319
-9,392
-3% -$879K 0.02% 547
2025
Q3 		$22.8M Sell
272,711
-565,890
-67% -$51.3M 0.02% 595
2025
Q2 		$84.6M Sell
838,601
-489,828
-37% -$48.2M 0.1% 198
2025
Q1 		$146M Sell
1,328,429
-930,792
-41% -$111M 0.19% 89
2024
Q4 		$285M Buy
2,259,221
+247,193
+12% +$32.5M 0.34% 39
2024
Q3 		$274M Sell
2,012,028
-557,803
-22% -$73.2M 0.33% 43
2024
Q2 		$352M Buy
2,569,831
+1,901,914
+285% +$272M 0.47% 28
2024
Q1 		$99.3M Buy
667,917
+219,885
+49% +$33.4M 0.15% 127
2023
Q4 		$70.4M Sell
448,032
-524,213
-54% -$79.3M 0.12% 170
2023
Q3 		$152M Buy
972,245
+938,718
+2,800% +$162M 0.31% 59
2023
Q2 		$6.01M Buy
+33,527
New +$5.95M 0.01% 941
2022
Q3 		– Sell
-17,500
Closed -$3.19M – 3814
2022
Q2 		$3.19M Sell
17,500
-231,477
-93% -$42.2M 0.01% 1680
2022
Q1 		$53.4M Sell
248,977
-384,471
-61% -$81.7M 0.1% 211
2021
Q4 		$136M Buy
633,448
+627,349
+10,286% +$128M 0.25% 70
2021
Q3 		$1.11M Sell
6,099
-218,364
-97% -$43.1M ﹤0.01% 1948
2021
Q2 		$46.7M Buy
224,463
+148,342
+195% +$29.7M 0.21% 80
2021
Q1 		$12.9M Buy
76,121
+57,811
+316% +$9.35M 0.06% 337
2020
Q4 		$3.08M Sell
18,310
-163,029
-90% -$27.5M 0.02% 764
2020
Q3 		$30.2M Buy
+181,339
New +$26.4M 0.19% 119
2020
Q2 		– Sell
-1,882
Closed -$176K – 1960
2020
Q1 		$176K Buy
+1,882
New +$195K ﹤0.01% 1204
2018
Q3 		– Sell
-23,699
Closed -$2.52M – 1289
2018
Q2 		$2.52M Buy
+23,699
New +$2.66M 0.04% 388
2015
Q3 		– Sell
-98,269
Closed -$9.52M – 1069
2015
Q2 		$9.52M Buy
+98,269
New +$9.76M 0.12% 184
2014
Q4 		– Sell
-14,074
Closed -$1.38M – 981
2014
Q3 		$1.38M Buy
+14,074
New +$1.4M 0.02% 507

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

Marshall Wace's UPS Position: Q1 2026 in Review

Marshall Wace increased its United Parcel Service (UPS) stake by 329% in Q1 2026, buying an estimated $92.9M and bringing the position to 1,129,844 shares worth $111M. The position accounts for 0.11% of the portfolio, ranked #152.

Marshall Wace first reported a position in UPS in Q3 2014 and has held it in 24 quarters since. The position peaked at $352M in Q2 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Marshall Wace held 1,129,844 shares of United Parcel Service worth $111M as of Q1 2026.
  • Marshall Wace bought 866,525 United Parcel Service shares in Q1 2026, an estimated $92.9M.
  • United Parcel Service made up 0.11% of Marshall Wace's portfolio in Q1 2026, its #152 holding.
  • Marshall Wace first reported a position in United Parcel Service in Q3 2014 and has held it in 24 quarters since.
  • Marshall Wace's United Parcel Service position peaked at $352M in Q2 2024.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.