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BOLTON SECURITIES CORPORATION’s United Parcel Service UPS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$476K Buy
4,427
+249
+6% +$25.9K 0.02% 616
2026
Q1 		$411K Buy
+4,178
New +$448K 0.02% 598
2025
Q3 		$355K Buy
+4,256
New +$385K 0.02% 601
2025
Q1 		$612K Buy
+5,566
New +$666K 0.04% 434

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 $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 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

BOLTON SECURITIES CORPORATION's UPS Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its United Parcel Service (UPS) stake by 6% in Q2 2026, buying an estimated $25.9K and bringing the position to 4,427 shares worth $476K. The position accounts for 0.02% of the portfolio, ranked #616.

BOLTON SECURITIES CORPORATION first reported a position in UPS in Q1 2025 and has held it in 4 quarters since. The position peaked at $612K in Q1 2025. 2,157 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 4,427 shares of United Parcel Service worth $476K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION bought 249 United Parcel Service shares in Q2 2026, an estimated $25.9K.
  • United Parcel Service made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #616 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in United Parcel Service in Q1 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's United Parcel Service position peaked at $612K in Q1 2025.
  • 2,157 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.