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

Boyar 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
Q1 		$1.47M Sell
14,912
-66
-0.4% -$7.08K 0.83% 31
2025
Q4 		$1.49M Sell
14,978
-55
-0.4% -$5.14K 0.94% 28
2025
Q3 		$1.26M Sell
15,033
-223
-1% -$20.2K 0.79% 32
2025
Q2 		$1.54M Sell
15,256
-803
-5% -$79K 1.01% 24
2025
Q1 		$1.77M Sell
16,059
-1,479
-8% -$177K 1.28% 17
2024
Q4 		$2.21M Buy
17,538
+31
+0.2% +$4.08K 1.46% 16
2024
Q3 		$2.39M Buy
17,507
+2
+0% +$263 1.54% 16
2024
Q2 		$2.4M Sell
17,505
-39
-0.2% -$5.58K 1.64% 15
2024
Q1 		$2.61M Buy
17,544
+748
+4% +$114K 1.7% 15
2023
Q4 		$2.64M Sell
16,796
-966
-5% -$146K 1.98% 14
2023
Q3 		$2.77M Sell
17,762
-494
-3% -$85.3K 2.17% 13
2023
Q2 		$3.27M Sell
18,256
-99
-0.5% -$17.6K 2.42% 12
2023
Q1 		$3.56M Buy
18,355
+246
+1% +$45.1K 2.75% 10
2022
Q4 		$3.15M Sell
18,109
-299
-2% -$51.8K 2.57% 11
2022
Q3 		$2.97M Buy
18,408
+131
+0.7% +$24.8K 2.45% 11
2022
Q2 		$3.34M Sell
18,277
-1,739
-9% -$317K 2.75% 10
2022
Q1 		$4.29M Buy
20,016
+628
+3% +$133K 2.76% 9
2021
Q4 		$4.16M Sell
19,388
-101
-0.5% -$20.5K 2.5% 9
2021
Q3 		$3.55M Sell
19,489
-99
-0.5% -$19.5K 2.34% 11
2021
Q2 		$4.07M Sell
19,588
-147
-0.7% -$29.4K 2.62% 9
2021
Q1 		$3.35M Sell
19,735
-126
-0.6% -$20.4K 2.27% 14
2020
Q4 		$3.35M Sell
19,861
-581
-3% -$98.1K 2.52% 12
2020
Q3 		$3.41M Sell
20,442
-49
-0.2% -$7.13K 2.86% 11
2020
Q2 		$2.28M Buy
20,491
+1
+0% +$100 2.11% 16
2020
Q1 		$1.91M Sell
20,490
-1,419
-6% -$147K 2.14% 18
2019
Q4 		$2.56M Sell
21,909
-485
-2% -$57.4K 1.85% 18
2019
Q3 		$2.68M Sell
22,394
-814
-4% -$93.1K 2.04% 17
2019
Q2 		$2.4M Buy
23,208
+25
+0.1% +$2.6K 1.77% 21
2019
Q1 		$2.59M Sell
23,183
-30
-0.1% -$3.18K 1.95% 19
2018
Q4 		$2.26M Sell
23,213
-421
-2% -$45.6K 1.87% 18
2018
Q3 		$2.76M Hold
23,634
– – 1.88% 18
2018
Q2 		$2.51M Sell
23,634
-80
-0.3% -$8.99K 1.85% 19
2018
Q1 		$2.48M Hold
23,714
– – 1.8% 20
2017
Q4 		$2.83M Buy
23,714
+223
+0.9% +$26.2K 2.01% 20
2017
Q3 		$2.82M Sell
23,491
-185
-0.8% -$21K 2.11% 17
2017
Q2 		$2.62M Sell
23,676
-455
-2% -$48.6K 1.92% 18
2017
Q1 		$2.59M Buy
24,131
+6,986
+41% +$763K 1.91% 20
2016
Q4 		$1.97M Sell
17,145
-7,992
-32% -$901K 1.97% 19
2016
Q3 		$2.75M Sell
25,137
-130
-0.5% -$14.2K 2.17% 15
2016
Q2 		$2.72M Sell
25,267
-350
-1% -$36.4K 2.16% 18
2016
Q1 		$2.7M Sell
25,617
-100
-0.4% -$9.72K 2.12% 18
2015
Q4 		$2.48M Sell
25,717
-100
-0.4% -$10.2K 1.97% 19
2015
Q3 		$2.55M Sell
25,817
-248
-1% -$24.5K 2.17% 16
2015
Q2 		$2.53M Sell
26,065
-75
-0.3% -$7.45K 1.93% 20
2015
Q1 		$2.53M Sell
26,140
-25
-0.1% -$2.56K 1.94% 22
2014
Q4 		$2.91M Sell
26,165
-330
-1% -$34.8K 2.27% 18
2014
Q3 		$2.6M Sell
26,495
-337
-1% -$33.5K 2.01% 22
2014
Q2 		$2.75M Sell
26,832
-1,100
-4% -$110K 2.19% 17
2014
Q1 		$2.72M Sell
27,932
-500
-2% -$48.7K 2.22% 18
2013
Q4 		$2.99M Hold
28,432
– – 2.48% 15
2013
Q3 		$2.6M Sell
28,432
-45
-0.2% -$3.96K 2.49% 14
2013
Q2 		$2.46M Buy
+28,477
New +$2.44M 2.46% 17

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boyar Asset Management's UPS Position: Q1 2026 in Review

Boyar Asset Management reduced its United Parcel Service (UPS) stake by 0.44% in Q1 2026, selling an estimated $7.08K and leaving 14,912 shares worth $1.47M. The position accounts for 0.83% of the portfolio, ranked #31.

Boyar Asset Management first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.29M in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Boyar Asset Management held 14,912 shares of United Parcel Service worth $1.47M as of Q1 2026.
  • Boyar Asset Management sold 66 United Parcel Service shares in Q1 2026, an estimated $7.08K.
  • United Parcel Service made up 0.83% of Boyar Asset Management's portfolio in Q1 2026, its #31 holding.
  • Boyar Asset Management first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Boyar Asset Management's United Parcel Service position peaked at $4.29M in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Boyar Asset Management's 13F filing for Q1 2026, filed 8 May 2026.