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Wilson & Boucher Capital Management’s United Parcel Service UPS Stock Holding History

Wilson & Boucher Capital Management’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 		$333K Hold
3,100
– – 0.2% 93
2026
Q1 		$305K Hold
3,100
– – 0.2% 89
2025
Q4 		$307K Sell
3,100
-330
-10% -$30.9K 0.2% 90
2025
Q3 		$287K Sell
3,430
-200
-6% -$18.1K 0.19% 94
2025
Q2 		$366K Sell
3,630
-675
-16% -$66.4K 0.26% 87
2025
Q1 		$474K Sell
4,305
-350
-8% -$41.9K 0.35% 77
2024
Q4 		$587K Hold
4,655
– – 0.42% 65
2024
Q3 		$635K Sell
4,655
-106
-2% -$13.9K 0.44% 61
2024
Q2 		$652K Sell
4,761
-255
-5% -$36.5K 0.5% 58
2024
Q1 		$746K Sell
5,016
-674
-12% -$102K 0.59% 54
2023
Q4 		$895K Sell
5,690
-86
-1% -$13K 0.75% 40
2023
Q3 		$900K Hold
5,776
– – 0.86% 36
2023
Q2 		$1.04M Sell
5,776
-25
-0.4% -$4.44K 0.93% 32
2023
Q1 		$1.13M Buy
5,801
+21
+0.4% +$3.85K 1.08% 28
2022
Q4 		$1M Hold
5,780
– – 1.03% 31
2022
Q3 		$934K Hold
5,780
– – 1.09% 31
2022
Q2 		$1.05M Sell
5,780
-30
-0.5% -$5.47K 1.16% 28
2022
Q1 		$1.25M Buy
5,810
+145
+3% +$30.8K 1.13% 27
2021
Q4 		$1.21M Buy
+5,665
New +$1.15M 1.09% 30

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

Wilson & Boucher Capital Management's UPS Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its United Parcel Service (UPS) position steady in Q2 2026 at 3,100 shares worth $333K. The position accounts for 0.2% of the portfolio, ranked #93.

Wilson & Boucher Capital Management first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2022. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Wilson & Boucher Capital Management held 3,100 shares of United Parcel Service worth $333K as of Q2 2026.
  • Wilson & Boucher Capital Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.2% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #93 holding.
  • Wilson & Boucher Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's United Parcel Service position peaked at $1.25M in Q1 2022.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.