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Minot DeBlois Advisors’s United Parcel Service UPS Stock Holding History

Minot DeBlois Advisors’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 		$594K Buy
5,529
+151
+3% +$15.7K 0.51% 55
2026
Q1 		$529K Buy
5,378
+263
+5% +$28.2K 0.48% 63
2025
Q4 		$507K Sell
5,115
-605
-11% -$56.6K 0.46% 64
2025
Q3 		$478K Buy
5,720
+580
+11% +$52.5K 0.43% 67
2025
Q2 		$519K Buy
5,140
+75
+1% +$7.38K 0.49% 58
2025
Q1 		$557K Sell
5,065
-49
-1% -$5.86K 0.56% 55
2024
Q4 		$645K Buy
+5,114
New +$673K 0.59% 52

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 $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Minot DeBlois Advisors's UPS Position: Q2 2026 in Review

Minot DeBlois Advisors increased its United Parcel Service (UPS) stake by 2.8% in Q2 2026, buying an estimated $15.7K and bringing the position to 5,529 shares worth $594K. The position accounts for 0.51% of the portfolio, ranked #55.

Minot DeBlois Advisors first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $645K in Q4 2024. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Minot DeBlois Advisors held 5,529 shares of United Parcel Service worth $594K as of Q2 2026.
  • Minot DeBlois Advisors bought 151 United Parcel Service shares in Q2 2026, an estimated $15.7K.
  • United Parcel Service made up 0.51% of Minot DeBlois Advisors's portfolio in Q2 2026, its #55 holding.
  • Minot DeBlois Advisors first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Minot DeBlois Advisors's United Parcel Service position peaked at $645K in Q4 2024.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.