Hazlett, Burt & Watson’s United Parcel Service UPS Stock Holding History

Hazlett, Burt & Watson’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	$88K	Sell	892 -10	-1%	-$1.07K	0.03%	361
2025 Q4	$89K	Buy	902 +111	+14%	+$10.4K	0.03%	360
2025 Q3	$65K	Sell	791 -259	-25%	-$23.5K	0.02%	380
2025 Q2	$105K	Sell	1,050 -33	-3%	-$3.25K	0.04%	279
2025 Q1	$119K	Sell	1,083 -139	-11%	-$16.6K	0.05%	254
2024 Q4	$155K	Buy	1,222 +6	+0.5%	+$790	0.07%	234
2024 Q3	$164K	Buy	1,216 +237	+24%	+$31.1K	0.08%	224
2024 Q2	$135K	Sell	979 -35	-3%	-$5.01K	0.07%	233
2024 Q1	$150K	Sell	1,014 -105	-9%	-$16K	0.09%	195
2023 Q4	$177K	Sell	1,119 -390	-26%	-$59K	0.12%	167
2023 Q3	$235K	Sell	1,509 -46	-3%	-$7.94K	0.18%	126
2023 Q2	$279K	Sell	1,555 -63	-4%	-$11.2K	0.21%	104
2023 Q1	$314K	Sell	1,618 -94	-5%	-$17.2K	0.26%	84
2022 Q4	$295K	Sell	1,712 -160	-9%	-$27.7K	0.26%	87
2022 Q3	$301K	Buy	1,872 +42	+2%	+$7.95K	0.29%	72
2022 Q2	$332K	Buy	1,830 +34	+2%	+$6.2K	0.3%	69
2022 Q1	$385K	Buy	+1,796	New	+$382K	0.31%	65

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hazlett, Burt & Watson's UPS Position: Q1 2026 in Review

Hazlett, Burt & Watson reduced its United Parcel Service (UPS) stake by 1.1% in Q1 2026, selling an estimated $1.07K and leaving 892 shares worth $88K. The position accounts for 0.03% of the portfolio, ranked #361.

Hazlett, Burt & Watson first reported a position in UPS in Q1 2022 and has held it in 17 quarters since. The position peaked at $385K in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Hazlett, Burt & Watson held 892 shares of United Parcel Service worth $88K as of Q1 2026.
Hazlett, Burt & Watson sold 10 United Parcel Service shares in Q1 2026, an estimated $1.07K.
United Parcel Service made up 0.03% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #361 holding.
Hazlett, Burt & Watson first reported a position in United Parcel Service in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's United Parcel Service position peaked at $385K in Q1 2022.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.