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BBR Partners’s United Parcel Service UPS Stock Holding History

BBR Partners’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 		$81.1M Sell
754,288
-2
-0% -$208 3.8% 4
2026
Q1 		$74.2M Buy
754,290
+15
+0% +$1.61K 4.14% 4
2025
Q4 		$74.8M Sell
754,275
-2,142
-0.3% -$200K 4.01% 4
2025
Q3 		$63.2M Buy
756,417
+2
+0% +$181 3.64% 4
2025
Q2 		$76.4M Buy
756,415
+110,955
+17% +$10.9M 4.75% 4
2025
Q1 		$71M Sell
645,460
-304
-0% -$36.4K 5.01% 4
2024
Q4 		$81.4M Sell
645,764
-292
-0% -$38.4K 5.68% 3
2024
Q3 		$88.1M Sell
646,056
-93
-0% -$12.2K 6.71% 3
2024
Q2 		$88.4M Sell
646,149
-2,653
-0.4% -$380K 7.24% 3
2024
Q1 		$96.4M Buy
648,802
+2,454
+0.4% +$373K 7.72% 3
2023
Q4 		$102M Buy
646,348
+369
+0.1% +$55.8K 10.39% 2
2023
Q3 		$101M Sell
645,979
-31,685
-5% -$5.47M 11.33% 2
2023
Q2 		$121M Sell
677,664
-59
-0% -$10.5K 13.44% 2
2023
Q1 		$131M Buy
677,723
+89
+0% +$16.3K 15.15% 2
2022
Q4 		$118M Hold
677,634
– – 13.25% 2
2022
Q3 		$109M Hold
677,634
– – 14.02% 2
2022
Q2 		$124M Sell
677,634
-803
-0.1% -$146K 14.45% 2
2022
Q1 		$145M Buy
+678,437
New +$144M 13.72% 2
2021
Q4 		– Sell
-789,298
Closed -$144M – 240
2021
Q3 		$144M Sell
789,298
-216
-0% -$42.6K 11.89% 3
2021
Q2 		$164M Sell
789,514
-101,547
-11% -$20.3M 12.98% 2
2021
Q1 		$151M Sell
891,061
-84,589
-9% -$13.7M 12.44% 2
2020
Q4 		$164M Sell
975,650
-48,569
-5% -$8.2M 13.62% 3
2020
Q3 		$171M Buy
+1,024,219
New +$149M 14.62% 2

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

BBR Partners's UPS Position: Q2 2026 in Review

BBR Partners reduced its United Parcel Service (UPS) stake by 0% in Q2 2026, selling an estimated $208 and leaving 754,288 shares worth $81.1M. The position accounts for 3.8% of the portfolio, ranked #4.

BBR Partners first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $171M in Q3 2020. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • BBR Partners held 754,288 shares of United Parcel Service worth $81.1M as of Q2 2026.
  • BBR Partners sold 2 United Parcel Service shares in Q2 2026, an estimated $208.
  • United Parcel Service made up 3.8% of BBR Partners's portfolio in Q2 2026, its #4 holding.
  • BBR Partners first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • BBR Partners's United Parcel Service position peaked at $171M in Q3 2020.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.