MAI Capital Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.7M Buy
257,506
+4,008
+2% +$417K 0.1% 175
2026
Q1
$24.9M Buy
253,498
+95,858
+61% +$10.3M 0.14% 136
2025
Q4
$15.6M Buy
157,640
+113,002
+253% +$10.6M 0.09% 190
2025
Q3
$3.73M Buy
44,638
+3,741
+9% +$339K 0.02% 424
2025
Q2
$4.13M Sell
40,897
-10,513
-20% -$1.03M 0.03% 359
2025
Q1
$5.65M Sell
51,410
-9,256
-15% -$1.11M 0.04% 305
2024
Q4
$7.65M Buy
60,666
+3,482
+6% +$458K 0.06% 266
2024
Q3
$7.8M Sell
57,184
-7,596
-12% -$997K 0.07% 204
2024
Q2
$8.87M Sell
64,780
-1,303
-2% -$187K 0.09% 176
2024
Q1
$9.82M Buy
66,083
+15,211
+30% +$2.31M 0.1% 161
2023
Q4
$8M Buy
50,872
+1,816
+4% +$275K 0.11% 157
2023
Q3
$7.65M Buy
49,056
+612
+1% +$106K 0.11% 160
2023
Q2
$8.68M Sell
48,444
-3,498
-7% -$621K 0.13% 143
2023
Q1
$10.1M Sell
51,942
-1,955
-4% -$359K 0.16% 126
2022
Q4
$9.37M Sell
53,897
-1,416
-3% -$245K 0.16% 124
2022
Q3
$8.94M Buy
55,313
+10,674
+24% +$2.02M 0.17% 124
2022
Q2
$8.15M Sell
44,639
-1,265
-3% -$231K 0.16% 123
2022
Q1
$9.85M Sell
45,904
-7,977
-15% -$1.69M 0.17% 122
2021
Q4
$11.5M Buy
53,881
+14,621
+37% +$2.97M 0.19% 107
2021
Q3
$7.15M Sell
39,260
-1,310
-3% -$259K 0.14% 121
2021
Q2
$8.44M Sell
40,570
-1,983
-5% -$397K 0.17% 117
2021
Q1
$7.23M Sell
42,553
-763
-2% -$123K 0.16% 119
2020
Q4
$7.29M Sell
43,316
-312
-0.7% -$52.7K 0.18% 112
2020
Q3
$7.27M Sell
43,628
-10,912
-20% -$1.59M 0.21% 97
2020
Q2
$6.06M Sell
54,540
-9,517
-15% -$950K 0.19% 104
2020
Q1
$5.98M Buy
64,057
+5,260
+9% +$545K 0.24% 87
2019
Q4
$6.88M Buy
58,797
+79
+0.1% +$9.35K 0.22% 94
2019
Q3
$7.04M Sell
58,718
-1,168
-2% -$134K 0.31% 87
2019
Q2
$6.18M Buy
59,886
+1,014
+2% +$105K 0.28% 92
2019
Q1
$6.58M Sell
58,872
-2,098
-3% -$223K 0.34% 85
2018
Q4
$5.95M Sell
60,970
-46
-0.1% -$4.99K 0.35% 84
2018
Q3
$7.12M Buy
61,016
+2,223
+4% +$262K 0.36% 83
2018
Q2
$6.25M Buy
58,793
+11,258
+24% +$1.26M 0.34% 90
2018
Q1
$4.97M Buy
47,535
+2,283
+5% +$264K 0.28% 97
2017
Q4
$5.39M Sell
45,252
-23
-0.1% -$2.7K 0.31% 94
2017
Q3
$5.44M Buy
45,275
+1,392
+3% +$158K 0.33% 88
2017
Q2
$4.85M Buy
43,883
+4,236
+11% +$453K 0.31% 87
2017
Q1
$4.25M Buy
39,647
+9,305
+31% +$1.02M 0.29% 97
2016
Q4
$3.48M Sell
30,342
-630
-2% -$71K 0.25% 103
2016
Q3
$3.39M Sell
30,972
-14,456
-32% -$1.58M 0.26% 99
2016
Q2
$4.89M Sell
45,428
-6,661
-13% -$693K 0.38% 76
2016
Q1
$5.49M Buy
52,089
+742
+1% +$72.1K 0.42% 72
2015
Q4
$4.94M Buy
51,347
+10,912
+27% +$1.11M 0.38% 76
2015
Q3
$3.99M Buy
40,435
+20,703
+105% +$2.04M 0.3% 94
2015
Q2
$1.91M Buy
19,732
+2,171
+12% +$216K 0.13% 153
2015
Q1
$1.7M Buy
17,561
+11,100
+172% +$1.14M 0.11% 157
2014
Q4
$718K Buy
6,461
+4,387
+212% +$463K 0.05% 249
2014
Q3
$204K Buy
+2,074
New +$206K 0.02% 370

Other funds holding UPS

MAI Capital Management's UPS Position: Q2 2026 in Review

MAI Capital Management increased its United Parcel Service (UPS) stake by 1.6% in Q2 2026, buying an estimated $417K and bringing the position to 257,506 shares worth $27.7M. The position accounts for 0.1% of the portfolio, ranked #175.

MAI Capital Management first reported a position in UPS in Q3 2014 and has held it in 48 quarters since. 2,131 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • MAI Capital Management held 257,506 shares of United Parcel Service worth $27.7M as of Q2 2026.
  • MAI Capital Management bought 4,008 United Parcel Service shares in Q2 2026, an estimated $417K.
  • United Parcel Service made up 0.1% of MAI Capital Management's portfolio in Q2 2026, its #175 holding.
  • MAI Capital Management first reported a position in United Parcel Service in Q3 2014 and has held it in 48 quarters since.
  • 2,131 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.