Boston Trust Walden’s United Parcel Service UPS Stock Holding History

Boston Trust Walden’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	$35.6M	Sell	331,498 -11,247	-3%	-$1.17M	0.27%	135
2026 Q1	$33.7M	Sell	342,745 -26,069	-7%	-$2.8M	0.28%	132
2025 Q4	$36.6M	Sell	368,814 -28,133	-7%	-$2.63M	0.28%	135
2025 Q3	$33.2M	Sell	396,947 -107,469	-21%	-$9.73M	0.24%	148
2025 Q2	$50.9M	Sell	504,416 -42,765	-8%	-$4.21M	0.36%	109
2025 Q1	$60.2M	Sell	547,181 -61,792	-10%	-$7.39M	0.44%	79
2024 Q4	$76.8M	Sell	608,973 -15,532	-2%	-$2.04M	0.54%	59
2024 Q3	$85.1M	Sell	624,505 -8,968	-1%	-$1.18M	0.59%	47
2024 Q2	$86.7M	Sell	633,473 -27,528	-4%	-$3.94M	0.64%	45
2024 Q1	$98.2M	Sell	661,001 -12,676	-2%	-$1.93M	0.7%	40
2023 Q4	$106M	Buy	673,677 +5,006	+0.7%	+$757K	0.8%	32
2023 Q3	$104M	Buy	668,671 +1,971	+0.3%	+$340K	0.87%	25
2023 Q2	$120M	Buy	666,700 +852	+0.1%	+$151K	0.98%	20
2023 Q1	$129M	Buy	665,848 +70,763	+12%	+$13M	1.11%	13
2022 Q4	$103M	Buy	595,085 +31,949	+6%	+$5.53M	0.91%	26
2022 Q3	$91M	Buy	563,136 +5,624	+1%	+$1.06M	0.9%	21
2022 Q2	$102M	Buy	557,512 +3,518	+0.6%	+$642K	0.96%	19
2022 Q1	$119M	Sell	553,994 -727	-0.1%	-$154K	0.98%	18
2021 Q4	$119M	Buy	554,721 +9,241	+2%	+$1.88M	0.95%	17
2021 Q3	$99.3M	Buy	545,480 +19,961	+4%	+$3.94M	0.88%	23
2021 Q2	$109M	Buy	525,519 +7,547	+1%	+$1.51M	0.97%	16
2021 Q1	$88M	Buy	517,972 +21,292	+4%	+$3.44M	0.85%	25
2020 Q4	$83.6M	Buy	496,680 +632	+0.1%	+$107K	0.89%	24
2020 Q3	$82.7M	Sell	496,048 -3,170	-0.6%	-$462K	1.03%	17
2020 Q2	$55.5M	Sell	499,218 -14,709	-3%	-$1.47M	0.75%	29
2020 Q1	$48M	Sell	513,927 -5,556	-1%	-$576K	0.77%	33
2019 Q4	$60.8M	Sell	519,483 -1,937	-0.4%	-$229K	0.71%	34
2019 Q3	$62.5M	Sell	521,420 -2,005	-0.4%	-$229K	0.79%	33
2019 Q2	$54.1M	Buy	523,425 +18,578	+4%	+$1.93M	0.7%	36
2019 Q1	$56.4M	Buy	504,847 +23,033	+5%	+$2.44M	0.77%	33
2018 Q4	$47M	Sell	481,814 -8,455	-2%	-$917K	0.75%	37
2018 Q3	$57.2M	Sell	490,269 -595	-0.1%	-$70K	0.79%	31
2018 Q2	$52.1M	Buy	490,864 +11,423	+2%	+$1.28M	0.77%	32
2018 Q1	$50.2M	Buy	479,441 +10,767	+2%	+$1.24M	0.76%	36
2017 Q4	$55.8M	Sell	468,674 -2,880	-0.6%	-$338K	0.82%	31
2017 Q3	$56.6M	Buy	471,554 +9,355	+2%	+$1.06M	0.88%	28
2017 Q2	$51.1M	Sell	462,199 -8,450	-2%	-$903K	0.82%	31
2017 Q1	$50.5M	Buy	470,649 +7,066	+2%	+$772K	0.79%	29
2016 Q4	$53.1M	Buy	463,583 +3,995	+0.9%	+$450K	0.84%	28
2016 Q3	$50.3M	Buy	459,588 +5,363	+1%	+$586K	0.83%	29
2016 Q2	$48.9M	Buy	454,225 +10,180	+2%	+$1.06M	0.84%	29
2016 Q1	$46.8M	Buy	444,045 +15,670	+4%	+$1.52M	0.82%	28
2015 Q4	$41.2M	Buy	428,375 +480	+0.1%	+$49K	0.76%	30
2015 Q3	$42.2M	Buy	427,895 +525	+0.1%	+$51.8K	0.71%	37
2015 Q2	$41.4M	Sell	427,370 -8,040	-2%	-$799K	0.63%	42
2015 Q1	$42.2M	Buy	435,410 +4,841	+1%	+$497K	0.63%	51
2014 Q4	$47.9M	Sell	430,569 -5,660	-1%	-$597K	0.71%	37
2014 Q3	$42.9M	Sell	436,229 -12,355	-3%	-$1.23M	0.66%	46
2014 Q2	$46.1M	Sell	448,584 -13,570	-3%	-$1.36M	0.67%	46
2014 Q1	$45M	Sell	462,154 -17,675	-4%	-$1.72M	0.67%	51
2013 Q4	$50.4M	Sell	479,829 -8,365	-2%	-$824K	0.74%	46
2013 Q3	$44.6M	Sell	488,194 -6,065	-1%	-$533K	0.68%	49
2013 Q2	$42.7M	Buy	+494,259	New	+$42.4M	0.69%	46

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIHAS

Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Boston Trust Walden's UPS Position: Q2 2026 in Review

Boston Trust Walden reduced its United Parcel Service (UPS) stake by 3.3% in Q2 2026, selling an estimated $1.17M and leaving 331,498 shares worth $35.6M. The position accounts for 0.27% of the portfolio, ranked #135.

Boston Trust Walden first reported a position in UPS in Q2 2013 and has held it in 53 quarters since. The position peaked at $129M in Q1 2023. 827 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Boston Trust Walden held 331,498 shares of United Parcel Service worth $35.6M as of Q2 2026.
Boston Trust Walden sold 11,247 United Parcel Service shares in Q2 2026, an estimated $1.17M.
United Parcel Service made up 0.27% of Boston Trust Walden's portfolio in Q2 2026, its #135 holding.
Boston Trust Walden first reported a position in United Parcel Service in Q2 2013 and has held it in 53 quarters since.
Boston Trust Walden's United Parcel Service position peaked at $129M in Q1 2023.
827 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.