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Ted Buchan & Co’s United Parcel Service UPS Stock Holding History

Ted Buchan & Co’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 		$1.03M Sell
9,539
-309
-3% -$32.1K 0.34% 56
2026
Q1 		$969K Sell
9,848
-1,129
-10% -$121K 0.35% 53
2025
Q4 		$1.09M Sell
10,977
-5,312
-33% -$497K 0.4% 51
2025
Q3 		$1.36M Buy
16,289
+3,409
+26% +$309K 0.53% 43
2025
Q2 		$1.3M Buy
12,880
+4,624
+56% +$455K 0.52% 40
2025
Q1 		$908K Buy
8,256
+549
+7% +$65.6K 0.43% 46
2024
Q4 		$972K Buy
+7,707
New +$1.01M 0.46% 47

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

Ted Buchan & Co's UPS Position: Q2 2026 in Review

Ted Buchan & Co reduced its United Parcel Service (UPS) stake by 3.1% in Q2 2026, selling an estimated $32.1K and leaving 9,539 shares worth $1.03M. The position accounts for 0.34% of the portfolio, ranked #56.

Ted Buchan & Co first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Ted Buchan & Co held 9,539 shares of United Parcel Service worth $1.03M as of Q2 2026.
  • Ted Buchan & Co sold 309 United Parcel Service shares in Q2 2026, an estimated $32.1K.
  • United Parcel Service made up 0.34% of Ted Buchan & Co's portfolio in Q2 2026, its #56 holding.
  • Ted Buchan & Co first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Ted Buchan & Co's United Parcel Service position peaked at $1.36M in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ted Buchan & Co's 13F filing for Q2 2026, filed 23 Jul 2026.