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 		$40.5M Sell
411,400
-186,300
-31% -$20M 0.03% 265
2025
Q4 		$59.3M Sell
597,700
-182,700
-23% -$17.1M 0.03% 247
2025
Q3 		$65.2M Buy
780,400
+484,400
+164% +$43.9M 0.03% 285
2025
Q2 		$29.9M Sell
296,000
-108,800
-27% -$10.7M 0.02% 417
2025
Q1 		$44.5M Sell
404,800
-3,900
-1% -$466K 0.03% 300
2024
Q4 		$51.5M Sell
408,700
-73,600
-15% -$9.69M 0.03% 299
2024
Q3 		$65.8M Buy
482,300
+82,600
+21% +$10.8M 0.04% 242
2024
Q2 		$54.7M Sell
399,700
-354,200
-47% -$50.7M 0.03% 284
2024
Q1 		$112M Buy
753,900
+276,400
+58% +$42M 0.06% 156
2023
Q4 		$55.7M Buy
477,500
+34,400
+8% +$5.2M 0.04% 311
2023
Q3 		$69.1M Buy
443,100
+86,000
+24% +$14.8M 0.05% 211
2023
Q2 		$64M Buy
357,100
+15,300
+4% +$2.72M 0.05% 224
2023
Q1 		$66.3M Sell
341,800
-48,600
-12% -$8.91M 0.06% 228
2022
Q4 		$67.9M Buy
390,400
+119,200
+44% +$20.6M 0.07% 214
2022
Q3 		$43.8M Sell
271,200
-59,100
-18% -$11.2M 0.05% 275
2022
Q2 		$60.3M Sell
330,300
-53,600
-14% -$9.78M 0.06% 208
2022
Q1 		$82.3M Buy
383,900
+4,300
+1% +$914K 0.08% 190
2021
Q4 		$81.4M Buy
379,600
+136,100
+56% +$27.7M 0.08% 187
2021
Q3 		$51.2M Buy
243,500
+3,600
+2% +$711K 0.05% 242
2021
Q2 		$49.9M Buy
239,900
+236,386
+6,727% +$47.3M 0.05% 239
2021
Q1 		$59.7M Sell
3,514
-2,298
-40% -$372K 0.11% 118
2020
Q4 		$97.9M Buy
+5,812
New +$981K 0.13% 91
2020
Q3 		– Sell
-1,434
Closed -$15.9M – 8566
2020
Q2 		$15.9M Sell
1,434
-1,477
-51% -$147K 0.03% 365
2020
Q1 		$27.2M Sell
2,911
-96
-3% -$9.95K 0.05% 194
2019
Q4 		$35.2M Buy
3,007
+648
+27% +$76.7K 0.08% 163
2019
Q3 		$28.3M Sell
2,359
-298
-11% -$34.1K 0.08% 177
2019
Q2 		$27.4M Buy
2,657
+1,087
+69% +$113K 0.07% 176
2019
Q1 		$17.5M Sell
1,570
-131
-8% -$13.9K 0.05% 249
2018
Q4 		$16.6M Buy
1,701
+901
+113% +$97.7K 0.05% 233
2018
Q3 		$9.34M Sell
800
-686
-46% -$80.7K 0.03% 391
2018
Q2 		$15.8M Sell
1,486
-201
-12% -$22.6K 0.06% 222
2018
Q1 		$430K Sell
1,687
-79
-4% -$9.13K 0.02% 790
2017
Q4 		$127K Buy
1,766
+1,095
+163% +$129K 0.01% 1615
2017
Q3 		$78K Sell
671
-1,795
-73% -$204K ﹤0.01% 1929
2017
Q2 		$181K Buy
2,466
+819
+50% +$87.5K 0.01% 1259
2017
Q1 		$311K Sell
1,647
-1,499
-48% -$164K 0.01% 957
2016
Q4 		$277K Buy
3,146
+668
+27% +$75.3K 0.02% 848
2016
Q3 		$348K Buy
2,478
+1,004
+68% +$110K 0.02% 693
2016
Q2 		$137K Buy
1,474
+780
+112% +$81.2K 0.01% 1255
2016
Q1 		$139K Buy
694
+146
+27% +$14.2K 0.01% 1102
2015
Q4 		$217K Sell
548
-354
-39% -$36.2K 0.02% 828
2015
Q3 		$136K Buy
902
+430
+91% +$42.5K 0.01% 1172
2015
Q2 		$311K Buy
472
+6
+1% +$596 0.03% 566
2015
Q1 		$349K Buy
466
+22
+5% +$2.26K 0.04% 455
2014
Q4 		$44K Buy
+444
New +$46.9K 0.01% 1467

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. 2,097 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.
  • 2,097 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.