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	$19.7K	Buy	+200	New	+$21.4K	﹤0.01%	3050
2025 Q4	–	Sell	-378,700	Closed	-$31.6M	–	3501
2025 Q3	$31.6M	Buy	378,700 +28,700	+8%	+$2.6M	0.03%	473
2025 Q2	$35.3M	Buy	+350,000	New	+$34.4M	0.04%	389
2024 Q1	–	Sell	-189,200	Closed	-$29.7M	–	2820
2023 Q4	$29.7M	Buy	+189,200	New	+$28.6M	0.05%	361
2021 Q4	–	Sell	-8,000	Closed	-$1.46M	–	4298
2021 Q3	$1.46M	Buy	8,000 +2,200	+38%	+$434K	0.01%	1770
2021 Q2	$1.21M	Buy	5,800 +4,600	+383%	+$920K	0.01%	1722
2021 Q1	$204K	Buy	+1,200	New	+$194K	﹤0.01%	2256

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

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.