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
2021
Q2 		– Sell
-2,100
Closed -$357K – 840
2021
Q1 		$357K Hold
2,100
– – 0.01% 543
2020
Q4 		$354K Hold
2,100
– – 0.01% 512
2020
Q3 		$350K Buy
+2,100
New +$306K 0.01% 457

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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

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.