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 		– Sell
-100
Closed -$9.92K – 3703
2025
Q4 		$9.92K Buy
+100
New +$9.35K ﹤0.01% 2858
2024
Q1 		– Sell
-141,600
Closed -$22.3M – 2819
2023
Q4 		$22.3M Buy
+141,600
New +$21.4M 0.04% 448
2021
Q2 		– Sell
-13,400
Closed -$2.28M – 3114
2021
Q1 		$2.28M Buy
+13,400
New +$2.17M 0.01% 1261

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. 2,097 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.
  • 2,097 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.