Simplex Trading
UPS icon

Simplex Trading’s United Parcel Service UPS Stock Holding History

Simplex Trading’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 		$4.24M Sell
43,120
-75,788
-64% -$8.13M ﹤0.01% 1216
2025
Q4 		$11.8M Buy
+118,908
New +$11.1M 0.01% 762
2025
Q2 		– Sell
-93,523
Closed -$9.2M – 9797
2025
Q1 		$10.3M Buy
+93,523
New +$11.2M 0.01% 874
2024
Q2 		– Sell
-62,262
Closed -$8.91M – 9885
2024
Q1 		$9.25M Buy
62,262
+8,963
+17% +$1.36M 0.01% 1175
2023
Q4 		$8.38M Buy
+53,299
New +$8.06M 0.01% 1215
2023
Q3 		– Sell
-9,932
Closed -$1.71M – 9895
2023
Q2 		$1.78M Buy
+9,932
New +$1.76M ﹤0.01% 2058
2023
Q1 		– Sell
-200
Closed -$36.7K – 10199
2022
Q4 		$34K Hold
200
– – ﹤0.01% 6316
2022
Q3 		$32K Hold
200
– – ﹤0.01% 7000
2022
Q2 		$36K Hold
200
– – ﹤0.01% 6924
2022
Q1 		$42K Hold
200
– – ﹤0.01% 7393
2021
Q4 		$42K Sell
200
-160
-44% -$32.5K ﹤0.01% 7478
2021
Q3 		$75K Hold
360
– – ﹤0.01% 7021
2021
Q2 		$74K Buy
360
+210
+140% +$42K ﹤0.01% 7154
2021
Q1 		$25K Hold
150
– – ﹤0.01% 7280
2020
Q4 		$25K Sell
150
-1,393
-90% -$235K ﹤0.01% 6832
2020
Q3 		$0 Buy
+1,543
New +$225K ﹤0.01% 8565
2019
Q3 		– Sell
-8,728
Closed -$998K – 7937
2019
Q2 		$901K Buy
+8,728
New +$908K ﹤0.01% 1992
2018
Q1 		– Sell
-13,957
Closed -$1.61M – 6909
2017
Q4 		$1.66M Buy
+13,957
New +$1.64M 0.07% 232
2017
Q1 		– Sell
-47,518
Closed -$5.19M – 6819
2016
Q4 		$5.45M Buy
47,518
+18,712
+65% +$2.11M 0.33% 47
2016
Q3 		$3.15M Buy
+28,806
New +$3.15M 0.21% 85
2016
Q1 		– Sell
-4,281
Closed -$416K – 6287
2015
Q4 		$411K Buy
+4,281
New +$437K 0.03% 502
2015
Q2 		– Sell
-6,432
Closed -$639K – 5895
2015
Q1 		$623K Buy
+6,432
New +$660K 0.07% 253

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

Simplex Trading's UPS Position: Q1 2026 in Review

Simplex Trading reduced its United Parcel Service (UPS) stake by 64% in Q1 2026, selling an estimated $8.13M and leaving 43,120 shares worth $4.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

Simplex Trading first reported a position in UPS in Q1 2015 and has held it in 22 quarters since. The position peaked at $11.8M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Simplex Trading held 43,120 shares of United Parcel Service worth $4.24M as of Q1 2026.
  • Simplex Trading sold 75,788 United Parcel Service shares in Q1 2026, an estimated $8.13M.
  • United Parcel Service made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #1216 holding.
  • Simplex Trading first reported a position in United Parcel Service in Q1 2015 and has held it in 22 quarters since.
  • Simplex Trading's United Parcel Service position peaked at $11.8M in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.