Hazlett, Burt & Watson
UPS icon

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
Q3 		$8K Buy
83
+40
+93% +$4.2K ﹤0.01% 733
2026
Q2 		$5K Sell
43
-849
-95% -$88.3K ﹤0.01% 782
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Hazlett, Burt & Watson's UPS Position: Q3 2026 in Review

Hazlett, Burt & Watson increased its United Parcel Service (UPS) stake by 93% in Q3 2026, buying an estimated $4.2K and bringing the position to 83 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Hazlett, Burt & Watson first reported a position in UPS in Q1 2022 and has held it in 19 quarters since. The position peaked at $385K in Q1 2022. 1,217 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Hazlett, Burt & Watson held 83 shares of United Parcel Service worth $8K as of Q3 2026.
  • Hazlett, Burt & Watson bought 40 United Parcel Service shares in Q3 2026, an estimated $4.2K.
  • United Parcel Service made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #733 holding.
  • Hazlett, Burt & Watson first reported a position in United Parcel Service in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's United Parcel Service position peaked at $385K in Q1 2022.
  • 1,217 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.