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StoneX Group’s United Parcel Service UPS Stock Holding History

StoneX Group’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 		$351K Sell
3,569
-8,889
-71% -$953K 0.02% 520
2025
Q4 		$1.24M Buy
12,458
+1,008
+9% +$94.3K 0.05% 291
2025
Q3 		$956K Sell
11,450
-6,863
-37% -$622K 0.04% 376
2025
Q2 		$1.85M Sell
18,313
-162
-0.9% -$15.9K 0.09% 192
2025
Q1 		$2.03M Sell
18,475
-737
-4% -$88.1K 0.11% 171
2024
Q4 		$2.42M Buy
+19,212
New +$2.53M 0.13% 147
2022
Q2 		– Sell
-10,679
Closed -$2.29M – 736
2022
Q1 		$2.29M Buy
10,679
+269
+3% +$57.2K 0.22% 95
2021
Q4 		$2.23M Buy
10,410
+3,914
+60% +$796K 0.26% 82
2021
Q3 		$1.18M Sell
6,496
-295
-4% -$58.2K 0.17% 135
2021
Q2 		$1.41M Buy
6,791
+645
+10% +$129K 0.21% 101
2021
Q1 		$1.04M Buy
6,146
+1,168
+23% +$189K 0.19% 104
2020
Q4 		$838K Buy
4,978
+849
+21% +$143K 0.18% 118
2020
Q3 		$688K Buy
4,129
+102
+3% +$14.8K 0.22% 113
2020
Q2 		$448K Buy
4,027
+1,294
+47% +$129K 0.17% 157
2020
Q1 		$255K Sell
2,733
-910
-25% -$94.3K 0.14% 199
2019
Q4 		$426K Buy
3,643
+484
+15% +$57.3K 0.17% 165
2019
Q3 		$379K Buy
3,159
+1,070
+51% +$122K 0.24% 146
2019
Q2 		$216K Sell
2,089
-378
-15% -$39.3K 0.14% 218
2019
Q1 		$276K Sell
2,467
-1,262
-34% -$134K 0.21% 175
2018
Q4 		$364K Buy
3,729
+983
+36% +$107K 0.35% 99
2018
Q3 		$321K Buy
2,746
+136
+5% +$16K 0.24% 154
2018
Q2 		$277K Sell
2,610
-562
-18% -$63.1K 0.24% 168
2018
Q1 		$332K Buy
3,172
+960
+43% +$111K 0.32% 125
2017
Q4 		$264K Buy
2,212
+491
+29% +$57.7K 0.28% 153
2017
Q3 		$207K Sell
1,721
-30,929
-95% -$3.52M 0.26% 158
2017
Q2 		$3.61M Buy
+32,650
New +$3.49M 1.13% 5

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

StoneX Group's UPS Position: Q1 2026 in Review

StoneX Group reduced its United Parcel Service (UPS) stake by 71% in Q1 2026, selling an estimated $953K and leaving 3,569 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #520.

StoneX Group first reported a position in UPS in Q2 2017 and has held it in 26 quarters since. The position peaked at $3.61M in Q2 2017. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • StoneX Group held 3,569 shares of United Parcel Service worth $351K as of Q1 2026.
  • StoneX Group sold 8,889 United Parcel Service shares in Q1 2026, an estimated $953K.
  • United Parcel Service made up 0.02% of StoneX Group's portfolio in Q1 2026, its #520 holding.
  • StoneX Group first reported a position in United Parcel Service in Q2 2017 and has held it in 26 quarters since.
  • StoneX Group's United Parcel Service position peaked at $3.61M in Q2 2017.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.