Boomfish Wealth Group’s United Parcel Service UPS Stock Holding History

Boomfish Wealth 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 Q3	$2.31M	Sell	24,731 -2,182	-8%	-$229K	1%	38
2026 Q2	$2.89M	Buy	26,913 +5,948	+28%	+$618K	1.32%	29
2026 Q1	$2.06M	Sell	20,965 -634	-3%	-$68K	1.1%	42
2025 Q4	$2.14M	Buy	21,599 +4,018	+23%	+$376K	1.15%	39
2025 Q3	$1.47M	Buy	17,581 +56	+0.3%	+$5.07K	0.79%	55
2025 Q2	$1.77M	Buy	17,525 +32	+0.2%	+$3.15K	1.02%	43
2025 Q1	$1.92M	Buy	17,493 +21	+0.1%	+$2.51K	1.25%	38
2024 Q4	$2.2M	Sell	17,472 -16	-0.1%	-$2.11K	1.34%	32
2024 Q3	$2.38M	Sell	17,488 -1,027	-6%	-$135K	1.46%	28
2024 Q2	$2.53M	Buy	18,515 +15	+0.1%	+$2.15K	1.64%	16
2024 Q1	$2.75M	Sell	18,500 -16	-0.1%	-$2.43K	1.85%	9
2023 Q4	$2.91M	Buy	+18,516	New	+$2.8M	2.1%	3

Other funds holding UPS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Boomfish Wealth Group's UPS Position: Q3 2026 in Review

Boomfish Wealth Group reduced its United Parcel Service (UPS) stake by 8.1% in Q3 2026, selling an estimated $229K and leaving 24,731 shares worth $2.31M. The position accounts for 1% of the portfolio, ranked #38.

Boomfish Wealth Group first reported a position in UPS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.91M in Q4 2023. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Boomfish Wealth Group held 24,731 shares of United Parcel Service worth $2.31M as of Q3 2026.
Boomfish Wealth Group sold 2,182 United Parcel Service shares in Q3 2026, an estimated $229K.
United Parcel Service made up 1% of Boomfish Wealth Group's portfolio in Q3 2026, its #38 holding.
Boomfish Wealth Group first reported a position in United Parcel Service in Q4 2023 and has held it in 12 quarters since.
Boomfish Wealth Group's United Parcel Service position peaked at $2.91M in Q4 2023.
1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Boomfish Wealth Group's 13F filing for Q3 2026, filed 22 Oct 2026.