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 Q2	–	Hold	0	–	–	–	1942
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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. 2,138 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.
2,138 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.