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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
Q2 		$200K Buy
+1,917
New +$199K 0.15% 88
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RD Lewis Holdings's UPS Position: Q2 2026 in Review

RD Lewis Holdings opened a new position in United Parcel Service (UPS) in Q2 2026: 1,917 shares worth $200K. The stake represents 0.15% of the portfolio and ranks #88 among its holdings. This is a return to the name: RD Lewis Holdings previously reported a position in UPS as recently as Q4 2025.

RD Lewis Holdings first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $374K in Q4 2024. 2,140 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • RD Lewis Holdings held 1,917 shares of United Parcel Service worth $200K as of Q2 2026.
  • United Parcel Service was a new RD Lewis Holdings position in Q2 2026.
  • United Parcel Service made up 0.15% of RD Lewis Holdings's portfolio in Q2 2026, its #88 holding.
  • RD Lewis Holdings first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
  • RD Lewis Holdings's United Parcel Service position peaked at $374K in Q4 2024.
  • 2,140 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.