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New York Life Investment Management’s United Parcel Service UPS Stock Holding History

New York Life Investment Management’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 		$10.8M Buy
109,971
+2,451
+2% +$263K 0.09% 190
2025
Q4 		$10.7M Buy
107,520
+88
+0.1% +$8.23K 0.09% 183
2025
Q3 		$8.97M Sell
107,432
-2,536
-2% -$230K 0.08% 216
2025
Q2 		$11.1M Buy
109,968
+1,684
+2% +$166K 0.1% 183
2025
Q1 		$11.9M Sell
108,284
-610
-0.6% -$72.9K 0.12% 154
2024
Q4 		$13.7M Buy
108,894
+521
+0.5% +$68.6K 0.13% 141
2024
Q3 		$14.8M Sell
108,373
-2,873
-3% -$377K 0.14% 142
2024
Q2 		$15.2M Buy
111,246
+1,907
+2% +$273K 0.15% 136
2024
Q1 		$16.3M Sell
109,339
-3,796
-3% -$577K 0.16% 119
2023
Q4 		$17.8M Buy
113,135
+665
+0.6% +$101K 0.18% 105
2023
Q3 		$17.5M Sell
112,470
-883
-0.8% -$152K 0.19% 105
2023
Q2 		$20.3M Sell
113,353
-1,377
-1% -$244K 0.21% 90
2023
Q1 		$22.3M Sell
114,730
-35
-0% -$6.42K 0.25% 83
2022
Q4 		$20M Sell
114,765
-387
-0.3% -$67K 0.23% 107
2022
Q3 		$18.6M Sell
115,152
-949
-0.8% -$180K 0.23% 93
2022
Q2 		$21.2M Buy
+116,101
New +$21.2M 0.25% 81
2015
Q4 		– Sell
-4,500
Closed -$444K – 197
2015
Q3 		$444K Hold
4,500
– – 0.04% 92
2015
Q2 		$436K Buy
4,500
+3,500
+350% +$348K 0.05% 99
2015
Q1 		$97K Hold
1,000
– – 0.01% 228
2014
Q4 		$111K Sell
1,000
-2,000
-67% -$211K 0.01% 239
2014
Q3 		$295K Hold
3,000
– – 0.05% 124
2014
Q2 		$308K Buy
+3,000
New +$301K 0.05% 121

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

New York Life Investment Management's UPS Position: Q1 2026 in Review

New York Life Investment Management increased its United Parcel Service (UPS) stake by 2.3% in Q1 2026, buying an estimated $263K and bringing the position to 109,971 shares worth $10.8M. The position accounts for 0.09% of the portfolio, ranked #190.

New York Life Investment Management first reported a position in UPS in Q2 2014 and has held it in 22 quarters since. The position peaked at $22.3M in Q1 2023. 2,101 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • New York Life Investment Management held 109,971 shares of United Parcel Service worth $10.8M as of Q1 2026.
  • New York Life Investment Management bought 2,451 United Parcel Service shares in Q1 2026, an estimated $263K.
  • United Parcel Service made up 0.09% of New York Life Investment Management's portfolio in Q1 2026, its #190 holding.
  • New York Life Investment Management first reported a position in United Parcel Service in Q2 2014 and has held it in 22 quarters since.
  • New York Life Investment Management's United Parcel Service position peaked at $22.3M in Q1 2023.
  • 2,101 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.