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Salomon & Ludwin’s United Parcel Service UPS Stock Holding History

Salomon & Ludwin’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 		$62.4K Hold
570
– – 0.01% 443
2026
Q1 		$56K Sell
570
-1
-0.2% -$107 0.01% 433
2025
Q4 		$58.2K Sell
571
-231
-29% -$21.6K 0.01% 367
2025
Q3 		$69.6K Buy
802
+549
+217% +$49.7K 0.01% 303
2025
Q2 		$26.7K Buy
253
+43
+20% +$4.23K ﹤0.01% 345
2025
Q1 		$23.1K Hold
210
– – ﹤0.01% 342
2024
Q4 		$26.5K Sell
210
-33
-14% -$4.34K ﹤0.01% 317
2024
Q3 		$33.1K Sell
243
-15
-6% -$1.97K ﹤0.01% 304
2024
Q2 		$35.3K Sell
258
-1,108
-81% -$159K ﹤0.01% 298
2024
Q1 		$203K Sell
1,366
-300
-18% -$45.6K 0.02% 185
2023
Q4 		$260K Hold
1,666
– – 0.03% 158
2023
Q3 		$260K Sell
1,666
-34
-2% -$5.87K 0.03% 158
2023
Q2 		$305K Sell
1,700
-13
-0.8% -$2.31K 0.03% 143
2023
Q1 		$332K Sell
1,713
-36
-2% -$6.6K 0.04% 132
2022
Q4 		$304K Buy
1,749
+430
+33% +$74.4K 0.04% 135
2022
Q3 		$213K Buy
1,319
+44
+3% +$8.33K 0.03% 139
2022
Q2 		$233K Buy
1,275
+190
+18% +$34.7K 0.04% 121
2022
Q1 		$233K Buy
1,085
+105
+11% +$22.3K 0.03% 113
2021
Q4 		$210K Buy
+980
New +$199K 0.03% 109
2019
Q2 		– Sell
-20
Closed -$2K – 275
2019
Q1 		$2K Buy
+20
New +$2.12K ﹤0.01% 229

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

Salomon & Ludwin's UPS Position: Q2 2026 in Review

Salomon & Ludwin held its United Parcel Service (UPS) position steady in Q2 2026 at 570 shares worth $62.4K. The position accounts for 0.01% of the portfolio, ranked #443.

Salomon & Ludwin first reported a position in UPS in Q1 2019 and has held it in 20 quarters since. The position peaked at $332K in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Salomon & Ludwin held 570 shares of United Parcel Service worth $62.4K as of Q2 2026.
  • Salomon & Ludwin left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #443 holding.
  • Salomon & Ludwin first reported a position in United Parcel Service in Q1 2019 and has held it in 20 quarters since.
  • Salomon & Ludwin's United Parcel Service position peaked at $332K in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.