Mackenzie Financial
UPS icon

Mackenzie Financial’s United Parcel Service UPS Stock Holding History

Mackenzie Financial’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 		$18.1K Buy
+10,200
New +$1.09M ﹤0.01% 1409
2025
Q4 		– Sell
-12,700
Closed -$11.4K – 1821
2025
Q3 		$11.4K Buy
+12,700
New +$1.15M ﹤0.01% 1689

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mackenzie Financial's UPS Position: Q1 2026 in Review

Mackenzie Financial increased its United Parcel Service (UPS) stake by 142% in Q1 2026, buying an estimated $16.3M and bringing the position to 259,079 shares worth $25.5M. The position accounts for 0.03% of the portfolio, ranked #362.

Mackenzie Financial first reported a position in UPS in Q2 2013 and has held it in 52 quarters since. The position peaked at $332M in Q4 2017. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mackenzie Financial held 259,079 shares of United Parcel Service worth $25.5M as of Q1 2026.
  • Mackenzie Financial bought 151,804 United Parcel Service shares in Q1 2026, an estimated $16.3M.
  • United Parcel Service made up 0.03% of Mackenzie Financial's portfolio in Q1 2026, its #362 holding.
  • Mackenzie Financial first reported a position in United Parcel Service in Q2 2013 and has held it in 52 quarters since.
  • Mackenzie Financial's United Parcel Service position peaked at $332M in Q4 2017.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.