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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilson & Boucher Capital Management's UPS Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its United Parcel Service (UPS) position steady in Q1 2026 at 3,100 shares worth $305K. The position accounts for 0.2% of the portfolio, ranked #89.

Wilson & Boucher Capital Management first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.25M in Q1 2022. 2,100 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Wilson & Boucher Capital Management held 3,100 shares of United Parcel Service worth $305K as of Q1 2026.
Wilson & Boucher Capital Management left its United Parcel Service share count unchanged in Q1 2026.
United Parcel Service made up 0.2% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #89 holding.
Wilson & Boucher Capital Management first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's United Parcel Service position peaked at $1.25M in Q1 2022.
2,100 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.