Bosun Asset Management’s United Parcel Service UPS Stock Holding History

Bosun Asset Management’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	$244K	Buy	2,270 +35	+2%	+$3.64K	0.13%	67
2026 Q1	$220K	Sell	2,235 -5	-0.2%	-$536	0.12%	69
2025 Q4	$222K	Buy	+2,240	New	+$210K	0.11%	71
2025 Q3	–	Sell	-2,300	Closed	-$232K	–	186
2025 Q2	$232K	Hold	2,300	–	–	0.07%	188
2025 Q1	$253K	Buy	2,300 +290	+14%	+$34.7K	0.11%	171
2024 Q4	$253K	Hold	2,010	–	–	0.11%	170
2024 Q3	$274K	Hold	2,010	–	–	0.13%	159
2024 Q2	$275K	Hold	2,010	–	–	0.16%	123
2024 Q1	$299K	Hold	2,010	–	–	0.17%	149
2023 Q4	$316K	Hold	2,010	–	–	0.31%	65
2023 Q3	$313K	Hold	2,010	–	–	0.34%	64
2023 Q2	$360K	Buy	+2,010	New	+$357K	0.35%	59
2022 Q2	–	Sell	-1,000	Closed	-$214K	–	75
2022 Q1	$214K	Hold	1,000	–	–	0.22%	68
2021 Q4	$214K	Buy	+1,000	New	+$203K	0.19%	65

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 $3.38T AUM 44.17% 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

Bosun Asset Management's UPS Position: Q2 2026 in Review

Bosun Asset Management increased its United Parcel Service (UPS) stake by 1.6% in Q2 2026, buying an estimated $3.64K and bringing the position to 2,270 shares worth $244K. The position accounts for 0.13% of the portfolio, ranked #67.

Bosun Asset Management first reported a position in UPS in Q4 2021 and has held it in 14 quarters since. The position peaked at $360K in Q2 2023. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Bosun Asset Management held 2,270 shares of United Parcel Service worth $244K as of Q2 2026.
Bosun Asset Management bought 35 United Parcel Service shares in Q2 2026, an estimated $3.64K.
United Parcel Service made up 0.13% of Bosun Asset Management's portfolio in Q2 2026, its #67 holding.
Bosun Asset Management first reported a position in United Parcel Service in Q4 2021 and has held it in 14 quarters since.
Bosun Asset Management's United Parcel Service position peaked at $360K in Q2 2023.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Bosun Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.