NA
UPS icon

NewEdge Advisors’s United Parcel Service UPS Stock Holding History

NewEdge Advisors’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 		$23.4M Sell
237,591
-3,351
-1% -$359K 0.08% 232
2025
Q4 		$23.9M Buy
240,942
+63,058
+35% +$5.9M 0.09% 218
2025
Q3 		$14.9M Buy
177,884
+57,131
+47% +$5.17M 0.07% 287
2025
Q2 		$12.2M Buy
120,753
+28,802
+31% +$2.83M 0.06% 318
2025
Q1 		$10.1M Sell
91,951
-149
-0.2% -$17.8K 0.06% 318
2024
Q4 		$11.6M Sell
92,100
-1,478
-2% -$195K 0.07% 279
2024
Q3 		$12.8M Sell
93,578
-9,507
-9% -$1.25M 0.08% 242
2024
Q2 		$14.1M Sell
103,085
-6,298
-6% -$902K 0.1% 198
2024
Q1 		$16.3M Buy
109,383
+3,665
+3% +$557K 0.14% 156
2023
Q4 		$16.7M Sell
105,718
-8,653
-8% -$1.31M 0.16% 136
2023
Q3 		$17.8M Sell
114,371
-150,396
-57% -$26M 0.2% 116
2023
Q2 		$47.5M Sell
264,767
-4,094
-2% -$727K 0.54% 29
2023
Q1 		$52M Buy
268,861
+19,004
+8% +$3.49M 0.65% 20
2022
Q4 		$7.92M Buy
249,857
+13,647
+6% +$2.36M 0.21% 106
2022
Q3 		$38.2M Sell
236,210
-2,100
-0.9% -$398K 0.63% 23
2022
Q2 		$43.5M Buy
238,310
+22,254
+10% +$4.06M 0.72% 14
2022
Q1 		$46.3M Buy
216,056
+6,834
+3% +$1.45M 0.75% 19
2021
Q4 		$44.8M Buy
209,222
+23,326
+13% +$4.74M 0.68% 21
2021
Q3 		$33.9M Buy
185,896
+10,437
+6% +$2.06M 0.84% 18
2021
Q2 		$36.5M Buy
175,459
+7,659
+5% +$1.53M 0.97% 13
2021
Q1 		$28.5M Buy
167,800
+30,745
+22% +$4.97M 0.85% 22
2020
Q4 		$23.1M Buy
137,055
+105,553
+335% +$17.8M 0.76% 32
2020
Q3 		$5.25M Buy
31,502
+11,067
+54% +$1.61M 0.18% 120
2020
Q2 		$2.27M Sell
20,435
-3,744
-15% -$374K 0.09% 206
2020
Q1 		$2.26M Buy
24,179
+4,448
+23% +$461K 0.11% 180
2019
Q4 		$2.31M Sell
19,731
-18
-0.1% -$2.13K 0.09% 220
2019
Q3 		$2.37M Buy
19,749
+712
+4% +$81.4K 0.11% 188
2019
Q2 		$1.97M Sell
19,037
-243
-1% -$25.3K 0.12% 173
2019
Q1 		$2.15M Sell
19,280
-1,186
-6% -$126K 0.14% 159
2018
Q4 		$2K Sell
20,466
-2,216
-10% -$240K 0.13% 154
2018
Q3 		$2.65M Sell
22,682
-608
-3% -$71.6K 0.2% 116
2018
Q2 		$2.47K Buy
23,290
+6,469
+38% +$727K 0.23% 104
2018
Q1 		$1.75M Sell
16,821
-601
-3% -$69.5K 0.2% 112
2017
Q4 		$2.25M Buy
17,422
+1,052
+6% +$124K 0.3% 78
2017
Q3 		$1.92M Buy
16,370
+488
+3% +$55.5K 0.3% 84
2017
Q2 		$1.75M Buy
15,882
+2,709
+21% +$290K 0.3% 81
2017
Q1 		$1.4M Buy
13,173
+1,822
+16% +$199K 0.32% 79
2016
Q4 		$1.29M Sell
11,351
-890
-7% -$100K 0.36% 67
2016
Q3 		$1.34M Buy
12,241
+2,930
+31% +$320K 0.42% 57
2016
Q2 		$998K Buy
+9,311
New +$969K 0.41% 59

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

NewEdge Advisors's UPS Position: Q1 2026 in Review

NewEdge Advisors reduced its United Parcel Service (UPS) stake by 1.4% in Q1 2026, selling an estimated $359K and leaving 237,591 shares worth $23.4M. The position accounts for 0.08% of the portfolio, ranked #232.

NewEdge Advisors first reported a position in UPS in Q2 2016 and has held it in 40 quarters since. The position peaked at $52M in Q1 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • NewEdge Advisors held 237,591 shares of United Parcel Service worth $23.4M as of Q1 2026.
  • NewEdge Advisors sold 3,351 United Parcel Service shares in Q1 2026, an estimated $359K.
  • United Parcel Service made up 0.08% of NewEdge Advisors's portfolio in Q1 2026, its #232 holding.
  • NewEdge Advisors first reported a position in United Parcel Service in Q2 2016 and has held it in 40 quarters since.
  • NewEdge Advisors's United Parcel Service position peaked at $52M in Q1 2023.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.