Portfolio Design Labs’s United Parcel Service UPS Stock Holding History

Portfolio Design Labs’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 Q3	$1.16M	Buy	12,463 +107	+0.9%	+$11.2K	0.19%	106
2026 Q2	$1.33M	Buy	12,356 +105	+0.9%	+$10.9K	0.22%	94
2026 Q1	$1.21M	Sell	12,251 -893	-7%	-$95.8K	0.21%	101
2025 Q4	$1.3M	Buy	13,144 +6,329	+93%	+$592K	0.22%	117
2025 Q3	$569K	Sell	6,815 -16,219	-70%	-$1.47M	0.1%	157
2025 Q2	$2.33M	Sell	23,034 -2,674	-10%	-$263K	0.46%	62
2025 Q1	$2.83M	Buy	+25,708	New	+$3.07M	0.58%	59
2024 Q1	–	Sell	-17,171	Closed	-$2.7M	–	148
2023 Q4	$2.7M	Buy	+17,171	New	+$2.6M	1.02%	32

Other funds holding UPS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Portfolio Design Labs's UPS Position: Q3 2026 in Review

Portfolio Design Labs increased its United Parcel Service (UPS) stake by 0.87% in Q3 2026, buying an estimated $11.2K and bringing the position to 12,463 shares worth $1.16M. The position accounts for 0.19% of the portfolio, ranked #106.

Portfolio Design Labs first reported a position in UPS in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.83M in Q1 2025. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Portfolio Design Labs held 12,463 shares of United Parcel Service worth $1.16M as of Q3 2026.
Portfolio Design Labs bought 107 United Parcel Service shares in Q3 2026, an estimated $11.2K.
United Parcel Service made up 0.19% of Portfolio Design Labs's portfolio in Q3 2026, its #106 holding.
Portfolio Design Labs first reported a position in United Parcel Service in Q4 2023 and has held it in 8 quarters since.
Portfolio Design Labs's United Parcel Service position peaked at $2.83M in Q1 2025.
1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Portfolio Design Labs's 13F filing for Q3 2026, filed 4 Nov 2026.