Boyd Watterson Asset Management’s United Parcel Service UPS Stock Holding History

Boyd Watterson 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	$5.02K	Hold	51	–	–	﹤0.01%	314
2025 Q4	$5.06K	Sell	51 -6	-11%	-$561	﹤0.01%	320
2025 Q3	$4.76K	Sell	57 -20	-26%	-$1.81K	﹤0.01%	327
2025 Q2	$7.77K	Sell	77 -68	-47%	-$6.69K	﹤0.01%	303
2025 Q1	$15.9K	Sell	145 -5,065	-97%	-$606K	0.01%	273
2024 Q4	$657K	Hold	5,210	–	–	0.18%	80
2024 Q3	$710K	Sell	5,210 -16	-0.3%	-$2.1K	0.19%	77
2024 Q2	$715K	Hold	5,226	–	–	0.2%	73
2024 Q1	$777K	Hold	5,226	–	–	0.28%	66
2023 Q4	$822K	Hold	5,226	–	–	0.32%	62
2023 Q3	$815K	Hold	5,226	–	–	0.36%	59
2023 Q2	$937K	Sell	5,226 -361	-6%	-$64.1K	0.37%	66
2023 Q1	$1.08M	Hold	5,587	–	–	0.44%	59
2022 Q4	$971K	Buy	5,587 +361	+7%	+$62.5K	0.4%	65
2022 Q3	$844K	Hold	5,226	–	–	0.38%	68
2022 Q2	$954K	Sell	5,226 -7	-0.1%	-$1.28K	0.41%	62
2022 Q1	$1.12M	Hold	5,233	–	–	0.41%	65
2021 Q4	$1.12M	Sell	5,233 -7	-0.1%	-$1.42K	0.37%	75
2021 Q3	$954K	Hold	5,240	–	–	0.35%	80
2021 Q2	$1.09M	Sell	5,240 -18	-0.3%	-$3.6K	0.44%	70
2021 Q1	$894K	Sell	5,258 -12	-0.2%	-$1.94K	0.39%	78
2020 Q4	$887K	Sell	5,270 -2,000	-28%	-$338K	0.42%	71
2020 Q3	$1.21M	Buy	7,270 +2,000	+38%	+$291K	0.67%	50
2020 Q2	$586K	Hold	5,270	–	–	0.4%	73
2020 Q1	$492K	Hold	5,270	–	–	0.4%	73
2019 Q4	$617K	Hold	5,270	–	–	0.41%	73
2019 Q3	$631K	Hold	5,270	–	–	0.44%	69
2019 Q2	$544K	Sell	5,270 -703	-12%	-$73.1K	0.37%	77
2019 Q1	$667K	Buy	5,973 +569	+11%	+$60.3K	0.42%	70
2018 Q4	$527K	Sell	5,404 -214	-4%	-$23.2K	0.38%	76
2018 Q3	$656K	Hold	5,618	–	–	0.38%	74
2018 Q2	$597K	Hold	5,618	–	–	0.34%	77
2018 Q1	$588K	Buy	5,618 +15	+0.3%	+$1.73K	0.29%	91
2017 Q4	$668K	Buy	5,603 +6	+0.1%	+$705	0.32%	82
2017 Q3	$672K	Buy	5,597 +36	+0.6%	+$4.09K	0.33%	89
2017 Q2	$615K	Buy	5,561 +119	+2%	+$12.7K	0.31%	90
2017 Q1	$584K	Hold	5,442	–	–	0.29%	93
2016 Q4	$624K	Buy	5,442 +47	+0.9%	+$5.3K	0.33%	87
2016 Q3	$590K	Hold	5,395	–	–	0.29%	97
2016 Q2	$581K	Hold	5,395	–	–	0.28%	93
2016 Q1	$569K	Sell	5,395 -18	-0.3%	-$1.75K	0.28%	96
2015 Q4	$521K	Buy	5,413 +18	+0.3%	+$1.84K	0.25%	101
2015 Q3	$532K	Sell	5,395 -305	-5%	-$30.1K	0.23%	100
2015 Q2	$552K	Hold	5,700	–	–	0.22%	105
2015 Q1	$553K	Sell	5,700 -45	-0.8%	-$4.62K	0.22%	106
2014 Q4	$639K	Hold	5,745	–	–	0.27%	92
2014 Q3	$565K	Hold	5,745	–	–	0.25%	104
2014 Q2	$590K	Hold	5,745	–	–	0.26%	101
2014 Q1	$559K	Sell	5,745 -5,312	-48%	-$518K	0.26%	104
2013 Q4	$1.16M	Sell	11,057 -509	-4%	-$50.1K	0.54%	49
2013 Q3	$1.06M	Buy	11,566 +274	+2%	+$24.1K	0.5%	52
2013 Q2	$977K	Buy	+11,292	New	+$969K	0.5%	52

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Boyd Watterson Asset Management's UPS Position: Q1 2026 in Review

Boyd Watterson Asset Management held its United Parcel Service (UPS) position steady in Q1 2026 at 51 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Boyd Watterson Asset Management first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.21M in Q3 2020. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Boyd Watterson Asset Management held 51 shares of United Parcel Service worth $5.02K as of Q1 2026.
Boyd Watterson Asset Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #314 holding.
Boyd Watterson Asset Management first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
Boyd Watterson Asset Management's United Parcel Service position peaked at $1.21M in Q3 2020.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.