MCM
UPS icon

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

MAI 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 		– Hold
0
– – – 2042
2025
Q4 		– Hold
0
– – – 1910
2025
Q3 		– Hold
0
– – – 1925
2025
Q2 		– Hold
0
– – – 1851
2025
Q1 		– Hold
0
– – – 1810
2024
Q4 		– Hold
0
– – – 2114
2020
Q3 		– Sell
-1,300
Closed -$145K – 619
2020
Q2 		$145K Buy
+1,300
New +$130K ﹤0.01% 519

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

MAI Capital Management's UPS Position: Q1 2026 in Review

MAI Capital Management increased its United Parcel Service (UPS) stake by 61% in Q1 2026, buying an estimated $10.3M and bringing the position to 253,498 shares worth $24.9M. The position accounts for 0.14% of the portfolio, ranked #136.

MAI Capital Management first reported a position in UPS in Q3 2014 and has held it in 47 quarters since. 2,098 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • MAI Capital Management held 253,498 shares of United Parcel Service worth $24.9M as of Q1 2026.
  • MAI Capital Management bought 95,858 United Parcel Service shares in Q1 2026, an estimated $10.3M.
  • United Parcel Service made up 0.14% of MAI Capital Management's portfolio in Q1 2026, its #136 holding.
  • MAI Capital Management first reported a position in United Parcel Service in Q3 2014 and has held it in 47 quarters since.
  • 2,098 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.