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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
Q1 		– Sell
-2,400
Closed -$448K – 236
2025
Q4 		$448K Buy
+2,400
New +$224K 0.16% 124

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 $3.38T AUM 44.17% 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

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. 2,147 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.
  • 2,147 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.