Stifel Financial’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $223M | Buy |
2,267,579
+200,716
| +10% | +$21.5M | 0.21% | 115 |
|
|
2025
Q4 | $205M | Sell |
2,066,863
-76,646
| -4% | -$7.17M | 0.18% | 134 |
|
|
2025
Q3 | $179M | Buy |
2,143,509
+14,582
| +0.7% | +$1.32M | 0.16% | 144 |
|
|
2025
Q2 | $215M | Buy |
2,128,927
+174,723
| +9% | +$17.2M | 0.21% | 113 |
|
|
2025
Q1 | $215M | Buy |
1,954,204
+383,956
| +24% | +$45.9M | 0.23% | 97 |
|
|
2024
Q4 | $198M | Buy |
1,570,248
+29,508
| +2% | +$3.88M | 0.21% | 108 |
|
|
2024
Q3 | $210M | Buy |
1,540,740
+26,424
| +2% | +$3.47M | 0.22% | 105 |
|
|
2024
Q2 | $207M | Sell |
1,514,316
-9,747
| -0.6% | -$1.4M | 0.23% | 99 |
|
|
2024
Q1 | $227M | Buy |
1,524,063
+145,089
| +11% | +$22.1M | 0.26% | 89 |
|
|
2023
Q4 | $217M | Buy |
1,378,974
+61,819
| +5% | +$9.35M | 0.27% | 81 |
|
|
2023
Q3 | $205M | Buy |
1,317,155
+46,891
| +4% | +$8.09M | 0.29% | 81 |
|
|
2023
Q2 | $228M | Buy |
1,270,264
+293,015
| +30% | +$52M | 0.31% | 78 |
|
|
2023
Q1 | $190M | Buy |
977,249
+3,876
| +0.4% | +$711K | 0.27% | 85 |
|
|
2022
Q4 | $169M | Buy |
973,373
+24,403
| +3% | +$4.22M | 0.25% | 87 |
|
|
2022
Q3 | $153M | Buy |
948,970
+14,676
| +2% | +$2.78M | 0.25% | 96 |
|
|
2022
Q2 | $171M | Buy |
934,294
+26,212
| +3% | +$4.78M | 0.27% | 90 |
|
|
2022
Q1 | $195M | Sell |
908,082
-419,426
| -32% | -$89.1M | 0.27% | 92 |
|
|
2021
Q4 | $285M | Buy |
1,327,508
+33,190
| +3% | +$6.75M | 0.38% | 65 |
|
|
2021
Q3 | $236M | Buy |
1,294,318
+20,369
| +2% | +$4.02M | 0.35% | 68 |
|
|
2021
Q2 | $265M | Sell |
1,273,949
-5,526
| -0.4% | -$1.11M | 0.4% | 61 |
|
|
2021
Q1 | $218M | Buy |
1,279,475
+29,118
| +2% | +$4.71M | 0.36% | 69 |
|
|
2020
Q4 | $211M | Sell |
1,250,357
-56,489
| -4% | -$9.53M | 0.38% | 65 |
|
|
2020
Q3 | $218M | Sell |
1,306,846
-291,304
| -18% | -$42.4M | 0.45% | 58 |
|
|
2020
Q2 | $178M | Buy |
1,598,150
+40,217
| +3% | +$4.01M | 0.41% | 65 |
|
|
2020
Q1 | $145M | Buy |
1,557,933
+714,501
| +85% | +$74M | 0.4% | 68 |
|
|
2019
Q4 | $98.7M | Buy |
843,432
+5,159
| +0.6% | +$611K | 0.21% | 120 |
|
|
2019
Q3 | $100M | Sell |
838,273
-77,447
| -8% | -$8.86M | 0.26% | 103 |
|
|
2019
Q2 | $94.6M | Buy |
915,720
+224,468
| +32% | +$23.3M | 0.24% | 108 |
|
|
2019
Q1 | $77.1M | Buy |
691,252
+101,382
| +17% | +$10.8M | 0.22% | 127 |
|
|
2018
Q4 | $57.5M | Sell |
589,870
-11,098
| -2% | -$1.2M | 0.19% | 139 |
|
|
2018
Q3 | $70.2M | Buy |
600,968
+23,745
| +4% | +$2.79M | 0.2% | 128 |
|
|
2018
Q2 | $61.2M | Buy |
577,223
+25,846
| +5% | +$2.9M | 0.19% | 131 |
|
|
2018
Q1 | $57.7M | Sell |
551,377
-172,661
| -24% | -$20M | 0.18% | 136 |
|
|
2017
Q4 | $86.3M | Buy |
724,038
+119,471
| +20% | +$14M | 0.27% | 86 |
|
|
2017
Q3 | $72.5M | Buy |
604,567
+24,867
| +4% | +$2.83M | 0.25% | 97 |
|
|
2017
Q2 | $64.1M | Buy |
579,700
+40,168
| +7% | +$4.29M | 0.24% | 101 |
|
|
2017
Q1 | $57.9M | Buy |
539,532
+164,017
| +44% | +$17.9M | 0.22% | 107 |
|
|
2016
Q4 | $43M | Sell |
375,515
-31,007
| -8% | -$3.49M | 0.18% | 126 |
|
|
2016
Q3 | $44.5M | Sell |
406,522
-4,974
| -1% | -$543K | 0.2% | 118 |
|
|
2016
Q2 | $44.3M | Sell |
411,496
-13,634
| -3% | -$1.42M | 0.21% | 117 |
|
|
2016
Q1 | $44.8M | Buy |
425,130
+10,335
| +2% | +$1M | 0.24% | 100 |
|
|
2015
Q4 | $39.9M | Buy |
414,795
+73,340
| +21% | +$7.49M | 0.21% | 120 |
|
|
2015
Q3 | $33.8M | Sell |
341,455
-2,253
| -0.7% | -$222K | 0.19% | 136 |
|
|
2015
Q2 | $33M | Buy |
343,708
+182,624
| +113% | +$18.1M | 0.17% | 150 |
|
|
2015
Q1 | $15.6M | Buy |
161,084
+27,868
| +21% | +$2.86M | 0.09% | 275 |
|
|
2014
Q4 | $14.8M | Buy |
133,216
+29,326
| +28% | +$3.09M | 0.08% | 302 |
|
|
2014
Q3 | $10.2M | Buy |
103,890
+38,264
| +58% | +$3.8M | 0.09% | 275 |
|
|
2014
Q2 | $6.74M | Buy |
65,626
+10,694
| +19% | +$1.07M | 0.06% | 382 |
|
|
2014
Q1 | $5.35M | Buy |
+54,932
| New | +$5.35M | 0.05% | 420 |
|
Other funds holding UPS
VCM
VPM
Stifel Financial's UPS Position: Q1 2026 in Review
Stifel Financial increased its United Parcel Service (UPS) stake by 9.7% in Q1 2026, buying an estimated $21.5M and bringing the position to 2,267,579 shares worth $223M. The position accounts for 0.21% of the portfolio, ranked #115.
Stifel Financial first reported a position in UPS in Q1 2014 and has held it in 49 quarters since. The position peaked at $285M in Q4 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.
- Stifel Financial held 2,267,579 shares of United Parcel Service worth $223M as of Q1 2026.
- Stifel Financial bought 200,716 United Parcel Service shares in Q1 2026, an estimated $21.5M.
- United Parcel Service made up 0.21% of Stifel Financial's portfolio in Q1 2026, its #115 holding.
- Stifel Financial first reported a position in United Parcel Service in Q1 2014 and has held it in 49 quarters since.
- Stifel Financial's United Parcel Service position peaked at $285M in Q4 2021.
- 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.