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RD Lewis Holdings’s United Parcel Service UPS Stock Holding History

RD Lewis Holdings’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 		– Sell
-2,081
Closed -$233K – 91
2025
Q4 		$233K Sell
2,081
-177
-8% -$16.6K 0.2% 81
2025
Q3 		$217K Sell
2,258
-75
-3% -$6.79K 0.2% 77
2025
Q2 		$202K Sell
2,333
-724
-24% -$71.2K 0.2% 82
2025
Q1 		$295K Sell
3,057
-251
-8% -$30K 0.33% 64
2024
Q4 		$374K Buy
+3,308
New +$435K 0.41% 60

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

RD Lewis Holdings's UPS Position: Q1 2026 in Review

RD Lewis Holdings sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,081 shares — an estimated $233K sold.

RD Lewis Holdings first reported a position in UPS in Q4 2024 and held it in 5 quarters. The position peaked at $374K in Q4 2024. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • RD Lewis Holdings reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • RD Lewis Holdings sold 2,081 United Parcel Service shares in Q1 2026, an estimated $233K.
  • RD Lewis Holdings first reported a position in United Parcel Service in Q4 2024 and held it in 5 quarters.
  • RD Lewis Holdings's United Parcel Service position peaked at $374K in Q4 2024.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.