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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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
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.