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Burnham & Co’s United Parcel Service UPS Stock Holding History

Burnham & Co’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 		$3.84M Buy
+35,746
New +$3.72M 3.1% 10

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Burnham & Co's UPS Position: Q2 2026 in Review

Burnham & Co opened a new position in United Parcel Service (UPS) in Q2 2026: 35,746 shares worth $3.84M. The stake represents 3.1% of the portfolio and ranks #10 among its holdings.

2,106 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Burnham & Co held 35,746 shares of United Parcel Service worth $3.84M as of Q2 2026.
  • United Parcel Service was a new Burnham & Co position in Q2 2026.
  • United Parcel Service made up 3.1% of Burnham & Co's portfolio in Q2 2026, its #10 holding.
  • 2,106 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Burnham & Co's 13F filing for Q2 2026, filed 11 Aug 2026.