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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boomfish Wealth Group's UPS Position: Q2 2026 in Review

Boomfish Wealth Group increased its United Parcel Service (UPS) stake by 28% in Q2 2026, buying an estimated $618K and bringing the position to 26,913 shares worth $2.89M. The position accounts for 1.32% of the portfolio, ranked #29.

Boomfish Wealth Group first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.91M in Q4 2023. 2,142 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Boomfish Wealth Group held 26,913 shares of United Parcel Service worth $2.89M as of Q2 2026.
Boomfish Wealth Group bought 5,948 United Parcel Service shares in Q2 2026, an estimated $618K.
United Parcel Service made up 1.32% of Boomfish Wealth Group's portfolio in Q2 2026, its #29 holding.
Boomfish Wealth Group first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Boomfish Wealth Group's United Parcel Service position peaked at $2.91M in Q4 2023.
2,142 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Boomfish Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.