James J. Burns & Company’s United Parcel Service UPS Stock Holding History

James J. Burns & Company’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 Q2	–	Sell	-4,970	Closed	-$489K	–	171
2026 Q1	$489K	Buy	+4,970	New	+$533K	0.07%	95
2025 Q1	–	Sell	-2,006	Closed	-$253K	–	151
2024 Q4	$253K	Hold	2,006	–	–	0.04%	131
2024 Q3	$274K	Hold	2,006	–	–	0.05%	117
2024 Q2	$275K	Sell	2,006 -1,157	-37%	-$166K	0.05%	106
2024 Q1	$472K	Buy	+3,163	New	+$481K	0.16%	55

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

James J. Burns & Company's UPS Position: Q2 2026 in Review

James J. Burns & Company sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 4,970 shares — an estimated $489K sold.

James J. Burns & Company first reported a position in UPS in Q1 2024 and held it in 5 quarters. The position peaked at $489K in Q1 2026. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

James J. Burns & Company reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
James J. Burns & Company sold 4,970 United Parcel Service shares in Q2 2026, an estimated $489K.
James J. Burns & Company first reported a position in United Parcel Service in Q1 2024 and held it in 5 quarters.
James J. Burns & Company's United Parcel Service position peaked at $489K in Q1 2026.
2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.