Burns Matteson Capital Management’s United Parcel Service UPS Stock Holding History

Burns Matteson Capital 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	–	Sell	-4,613	Closed	-$454K	–	253
2026 Q1	$454K	Buy	4,613 +72	+2%	+$7.72K	0.17%	131
2025 Q4	$450K	Buy	4,541 +422	+10%	+$39.5K	0.16%	123
2025 Q3	$344K	Buy	+4,119	New	+$373K	0.14%	134
2025 Q2	–	Sell	-2,812	Closed	-$309K	–	216
2025 Q1	$309K	Buy	2,812 +213	+8%	+$25.5K	0.17%	119
2024 Q4	$328K	Buy	+2,599	New	+$342K	0.18%	111
2024 Q3	–	Sell	-2,402	Closed	-$329K	–	201
2024 Q2	$329K	Sell	2,402 -186	-7%	-$26.6K	0.21%	96
2024 Q1	$385K	Sell	2,588 -155	-6%	-$23.6K	0.25%	106
2023 Q4	$431K	Sell	2,743 -139	-5%	-$21K	0.3%	102
2023 Q3	$449K	Sell	2,882 -75	-3%	-$12.9K	0.29%	104
2023 Q2	$530K	Buy	+2,957	New	+$525K	0.33%	92

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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 Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Burns Matteson Capital Management's UPS Position: Q2 2026 in Review

Burns Matteson Capital Management sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 4,613 shares — an estimated $454K sold.

Burns Matteson Capital Management first reported a position in UPS in Q2 2023 and held it in 10 quarters. The position peaked at $530K in Q2 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Burns Matteson Capital Management reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
Burns Matteson Capital Management sold 4,613 United Parcel Service shares in Q2 2026, an estimated $454K.
Burns Matteson Capital Management first reported a position in United Parcel Service in Q2 2023 and held it in 10 quarters.
Burns Matteson Capital Management's United Parcel Service position peaked at $530K in Q2 2023.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.