BDA
UPS icon

Borer Denton & Associates’s United Parcel Service UPS Stock Holding History

Borer Denton & Associates’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 		$3.33M Buy
30,979
+3,741
+14% +$389K 1.09% 26
2026
Q1 		$2.68M Sell
27,238
-175
-0.6% -$18.8K 0.96% 24
2025
Q4 		$2.72M Sell
27,413
-1,115
-4% -$104K 0.92% 30
2025
Q3 		$2.38M Sell
28,528
-1,350
-5% -$122K 0.79% 30
2025
Q2 		$3.02M Sell
29,878
-3,108
-9% -$306K 1.05% 25
2025
Q1 		$3.63M Sell
32,986
-2,650
-7% -$317K 1.28% 24
2024
Q4 		$4.49M Sell
35,636
-1,529
-4% -$201K 1.56% 21
2024
Q3 		$5.07M Sell
37,165
-1,835
-5% -$241K 1.73% 20
2024
Q2 		$5.34M Sell
39,000
-2,010
-5% -$288K 1.94% 19
2024
Q1 		$6.1M Sell
41,010
-495
-1% -$75.2K 2.16% 20
2023
Q4 		$6.53M Sell
41,505
-290
-0.7% -$43.8K 2.5% 17
2023
Q3 		$6.51M Sell
41,795
-15
-0% -$2.59K 2.69% 15
2023
Q2 		$7.49M Buy
41,810
+240
+0.6% +$42.6K 2.95% 15
2023
Q1 		$8.06M Buy
41,570
+2,321
+6% +$426K 3.35% 14
2022
Q4 		$6.82M Buy
39,249
+500
+1% +$86.6K 3.02% 17
2022
Q3 		$6.26M Buy
38,749
+2,503
+7% +$474K 3.11% 16
2022
Q2 		$6.62M Buy
36,246
+775
+2% +$141K 3.19% 14
2022
Q1 		$7.61M Buy
+35,471
New +$7.54M 3.19% 14

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

Borer Denton & Associates's UPS Position: Q2 2026 in Review

Borer Denton & Associates increased its United Parcel Service (UPS) stake by 14% in Q2 2026, buying an estimated $389K and bringing the position to 30,979 shares worth $3.33M. The position accounts for 1.09% of the portfolio, ranked #26.

Borer Denton & Associates first reported a position in UPS in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.06M in Q1 2023. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Borer Denton & Associates held 30,979 shares of United Parcel Service worth $3.33M as of Q2 2026.
  • Borer Denton & Associates bought 3,741 United Parcel Service shares in Q2 2026, an estimated $389K.
  • United Parcel Service made up 1.09% of Borer Denton & Associates's portfolio in Q2 2026, its #26 holding.
  • Borer Denton & Associates first reported a position in United Parcel Service in Q1 2022 and has held it in 18 quarters since.
  • Borer Denton & Associates's United Parcel Service position peaked at $8.06M in Q1 2023.
  • 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Borer Denton & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.