O'Shaughnessy Asset Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$767K Buy
+7,800
New +$837K ﹤0.01% 1317

Other funds holding UPS

O'Shaughnessy Asset Management's UPS Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its United Parcel Service (UPS) stake by 129% in Q1 2026, buying an estimated $21.5M and bringing the position to 355,932 shares worth $35M. The position accounts for 0.17% of the portfolio, ranked #124.

O'Shaughnessy Asset Management first reported a position in UPS in Q1 2015 and has held it in 37 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • O'Shaughnessy Asset Management held 355,932 shares of United Parcel Service worth $35M as of Q1 2026.
  • O'Shaughnessy Asset Management bought 200,339 United Parcel Service shares in Q1 2026, an estimated $21.5M.
  • United Parcel Service made up 0.17% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #124 holding.
  • O'Shaughnessy Asset Management first reported a position in United Parcel Service in Q1 2015 and has held it in 37 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.