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Kohmann Bosshard Financial Services’s United Parcel Service UPS Stock Holding History

Kohmann Bosshard Financial Services’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
-210
Closed -$20.8K – 587
2025
Q4 		$20.8K Buy
+210
New +$19.6K ﹤0.01% 726
2025
Q1 		– Sell
-168
Closed -$21.2K – 747
2024
Q4 		$21.2K Buy
+168
New +$22.1K ﹤0.01% 435

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kohmann Bosshard Financial Services's UPS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 210 shares — an estimated $20.8K sold.

Kohmann Bosshard Financial Services first reported a position in UPS in Q4 2024 and held it in 2 quarters. The position peaked at $21.2K in Q4 2024. 2,118 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 210 United Parcel Service shares in Q1 2026, an estimated $20.8K.
  • Kohmann Bosshard Financial Services first reported a position in United Parcel Service in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's United Parcel Service position peaked at $21.2K in Q4 2024.
  • 2,118 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.