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Dickmeyer Boyce Financial Management’s United Parcel Service UPS Stock Holding History

Dickmeyer Boyce Financial 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
Q3 		$498K Buy
5,327
+56
+1% +$5.88K 0.25% 85
2026
Q2 		$567K Buy
5,271
+1,044
+25% +$109K 0.29% 78
2026
Q1 		$416K Buy
+4,227
New +$453K 0.24% 85

Other funds holding UPS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Dickmeyer Boyce Financial Management's UPS Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its United Parcel Service (UPS) stake by 1.1% in Q3 2026, buying an estimated $5.88K and bringing the position to 5,327 shares worth $498K. The position accounts for 0.25% of the portfolio, ranked #85.

Dickmeyer Boyce Financial Management first reported a position in UPS in Q1 2026 and has held it in 3 quarters since. The position peaked at $567K in Q2 2026. 79 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 5,327 shares of United Parcel Service worth $498K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 56 United Parcel Service shares in Q3 2026, an estimated $5.88K.
  • United Parcel Service made up 0.25% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #85 holding.
  • Dickmeyer Boyce Financial Management first reported a position in United Parcel Service in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's United Parcel Service position peaked at $567K in Q2 2026.
  • 79 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.