Bollard Group’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
$398K Buy
4,051
+58
+1% +$6.22K 0.01% 147
2025
Q4
$396K Sell
3,993
-501
-11% -$46.9K 0.01% 144
2025
Q3
$375K Buy
4,494
+85
+2% +$7.7K 0.01% 144
2025
Q2
$445K Buy
4,409
+143
+3% +$14.1K 0.01% 155
2025
Q1
$469K Buy
4,266
+58
+1% +$6.93K 0.01% 136
2024
Q4
$531K Sell
4,208
-3,288
-44% -$433K 0.01% 129
2024
Q3
$1.02M Buy
7,496
+94
+1% +$12.3K 0.03% 118
2024
Q2
$1.01M Buy
7,402
+88
+1% +$12.6K 0.03% 108
2024
Q1
$1.09M Buy
7,314
+77
+1% +$11.7K 0.03% 107
2023
Q4
$1.14M Buy
7,237
+77
+1% +$11.6K 0.04% 98
2023
Q3
$1.12M Sell
7,160
-12
-0.2% -$2.07K 0.04% 100
2023
Q2
$1.29M Buy
7,172
+147
+2% +$26.1K 0.04% 102
2023
Q1
$1.36M Buy
7,025
+61
+0.9% +$11.2K 0.05% 100
2022
Q4
$1.21M Buy
6,964
+57
+0.8% +$9.87K 0.05% 103
2022
Q3
$1.12M Buy
6,907
+53
+0.8% +$10K 0.05% 107
2022
Q2
$1.25M Buy
6,854
+57
+0.8% +$10.4K 0.05% 110
2022
Q1
$1.46M Buy
6,797
+51
+0.8% +$10.8K 0.05% 128
2021
Q4
$1.45M Buy
6,746
+33
+0.5% +$6.71K 0.05% 119
2021
Q3
$1.22M Buy
6,713
+35
+0.5% +$6.91K 0.04% 123
2021
Q2
$1.39M Buy
6,678
+32
+0.5% +$6.4K 0.04% 114
2021
Q1
$1.13M Buy
6,646
+18
+0.3% +$2.91K 0.04% 120
2020
Q4
$1.12M Hold
6,628
0.04% 115
2020
Q3
$1.1M Hold
6,628
0.04% 115
2020
Q2
$737K Buy
6,628
+1,229
+23% +$123K 0.03% 121
2020
Q1
$504K Buy
5,399
+58
+1% +$6.01K 0.02% 124
2019
Q4
$625K Buy
5,341
+43
+0.8% +$5.09K 0.02% 126
2019
Q3
$635K Buy
5,298
+42
+0.8% +$4.8K 0.02% 127
2019
Q2
$543K Sell
5,256
-847
-14% -$88.1K 0.02% 143
2019
Q1
$682K Buy
6,103
+55
+0.9% +$5.83K 0.03% 136
2018
Q4
$590K Buy
6,048
+48
+0.8% +$5.2K 0.03% 137
2018
Q3
$701K Buy
6,000
+494
+9% +$58.1K 0.03% 142
2018
Q2
$585K Buy
5,506
+939
+21% +$105K 0.03% 141
2018
Q1
$478K Buy
4,567
+1,385
+44% +$160K 0.02% 150
2017
Q4
$379K Buy
3,182
+473
+17% +$55.6K 0.02% 147
2017
Q3
$325K Buy
2,709
+470
+21% +$53.4K 0.02% 159
2017
Q2
$248K Buy
2,239
+17
+0.8% +$1.82K 0.01% 174
2017
Q1
$238K Buy
2,222
+17
+0.8% +$1.86K 0.01% 177
2016
Q4
$253K Buy
2,205
+15
+0.7% +$1.69K 0.02% 175
2016
Q3
$239K Buy
2,190
+16
+0.7% +$1.75K 0.02% 174
2016
Q2
$234K Buy
2,174
+16
+0.7% +$1.67K 0.02% 181
2016
Q1
$228K Buy
2,158
+17
+0.8% +$1.65K 0.02% 174
2015
Q4
$206K Buy
2,141
+15
+0.7% +$1.53K 0.02% 184
2015
Q3
$210K Buy
2,126
+15
+0.7% +$1.48K 0.02% 195
2015
Q2
$205K Buy
2,111
+16
+0.8% +$1.59K 0.02% 195
2015
Q1
$203K Buy
2,095
+15
+0.7% +$1.54K 0.02% 196
2014
Q4
$231K Buy
2,080
+12
+0.6% +$1.27K 0.02% 181
2014
Q3
$203K Buy
2,068
+14
+0.7% +$1.39K 0.02% 200
2014
Q2
$211K Buy
2,054
+14
+0.7% +$1.41K 0.02% 192
2014
Q1
$199K Buy
2,040
+13
+0.6% +$1.27K 0.02% 191
2013
Q4
$213K Buy
2,027
+13
+0.6% +$1.28K 0.02% 178
2013
Q3
$184K Buy
+2,014
New +$177K 0.02% 177

Other funds holding UPS

Bollard Group's UPS Position: Q1 2026 in Review

Bollard Group increased its United Parcel Service (UPS) stake by 1.5% in Q1 2026, buying an estimated $6.22K and bringing the position to 4,051 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #147.

Bollard Group first reported a position in UPS in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.46M in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Bollard Group held 4,051 shares of United Parcel Service worth $398K as of Q1 2026.
  • Bollard Group bought 58 United Parcel Service shares in Q1 2026, an estimated $6.22K.
  • United Parcel Service made up 0.01% of Bollard Group's portfolio in Q1 2026, its #147 holding.
  • Bollard Group first reported a position in United Parcel Service in Q3 2013 and has held it in 51 quarters since.
  • Bollard Group's United Parcel Service position peaked at $1.46M in Q1 2022.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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