Burkett Financial Services’s United Parcel Service UPS Stock Holding History

Burkett Financial Services’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	$10.8K	Buy	100 +2	+2%	+$208	﹤0.01%	175
2026 Q1	$9.73K	Buy	98 +1	+1%	+$107	﹤0.01%	172
2025 Q4	$9.66K	Buy	97 +1	+1%	+$94	﹤0.01%	164
2025 Q3	$8K	Buy	96 +2	+2%	+$181	﹤0.01%	158
2025 Q2	$9.48K	Buy	94 +2	+2%	+$197	﹤0.01%	148
2025 Q1	$10.2K	Buy	92 +1	+1%	+$120	﹤0.01%	166
2024 Q4	$11.5K	Buy	91 +1	+1%	+$132	﹤0.01%	140
2024 Q3	$12.3K	Buy	90 +1	+1%	+$131	0.01%	128
2024 Q2	$12.2K	Buy	89 +1	+1%	+$143	0.01%	131
2024 Q1	$13K	Buy	88 +1	+1%	+$152	0.01%	135
2023 Q4	$13.7K	Buy	+87	New	+$13.2K	0.01%	128

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Burkett Financial Services's UPS Position: Q2 2026 in Review

Burkett Financial Services increased its United Parcel Service (UPS) stake by 2% in Q2 2026, buying an estimated $208 and bringing the position to 100 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #175.

Burkett Financial Services first reported a position in UPS in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.7K in Q4 2023. 637 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Burkett Financial Services held 100 shares of United Parcel Service worth $10.8K as of Q2 2026.
Burkett Financial Services bought 2 United Parcel Service shares in Q2 2026, an estimated $208.
United Parcel Service made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #175 holding.
Burkett Financial Services first reported a position in United Parcel Service in Q4 2023 and has held it in 11 quarters since.
Burkett Financial Services's United Parcel Service position peaked at $13.7K in Q4 2023.
637 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.