MWM
UPS icon

Mascoma Wealth Management’s United Parcel Service UPS Stock Holding History

Mascoma Wealth 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 		$860 Hold
8
– – ﹤0.01% 517
2026
Q1 		$787 Sell
8
-2
-20% -$214 ﹤0.01% 485
2025
Q4 		$992 Buy
+10
New +$935 ﹤0.01% 466
2025
Q2 		– Sell
-100
Closed -$11K – 500
2025
Q1 		$11K Hold
100
– – ﹤0.01% 317
2024
Q4 		$12.6K Sell
100
-110
-52% -$14.5K ﹤0.01% 324
2024
Q3 		$28.7K Sell
210
-54
-20% -$7.09K 0.01% 239
2024
Q2 		$36.1K Sell
264
-859
-76% -$123K 0.01% 217
2024
Q1 		$167K Sell
1,123
-958
-46% -$146K 0.05% 106
2023
Q4 		$327K Sell
2,081
-747
-26% -$113K 0.1% 75
2023
Q3 		$441K Sell
2,828
-99
-3% -$17.1K 0.14% 62
2023
Q2 		$529K Sell
2,927
-24
-0.8% -$4.26K 0.16% 55
2023
Q1 		$531K Sell
2,951
-159
-5% -$29.2K 0.16% 62
2022
Q4 		$541K Sell
3,110
-150
-5% -$26K 0.17% 62
2022
Q3 		$527K Buy
3,260
+1
+0% +$189 0.18% 67
2022
Q2 		$595K Sell
3,259
-41
-1% -$7.48K 0.2% 61
2022
Q1 		$708K Buy
3,300
+2,770
+523% +$589K 0.23% 59
2021
Q4 		$114K Hold
530
– – 0.04% 152
2021
Q3 		$97K Buy
+530
New +$105K 0.04% 155
2021
Q2 		– Sell
-2,941
Closed -$500K – 407
2021
Q1 		$500K Buy
2,941
+1,091
+59% +$176K 0.22% 59
2020
Q4 		$312K Buy
+1,850
New +$312K 0.16% 76
2019
Q3 		$1.29M Sell
10,732
-146
-1% -$16.7K 0.81% 27
2019
Q2 		$1.12M Buy
10,878
+404
+4% +$42K 0.7% 21
2019
Q1 		$1.17M Buy
10,474
+2,603
+33% +$276K 0.79% 18
2018
Q4 		$768K Sell
7,871
-676
-8% -$73.3K 0.59% 26
2018
Q3 		$998K Buy
8,547
+2,272
+36% +$267K 0.66% 21
2018
Q2 		$667K Buy
6,275
+2,822
+82% +$317K 0.47% 32
2018
Q1 		$361K Buy
3,453
+2,153
+166% +$249K 0.24% 52
2017
Q4 		$151K Buy
+1,300
New +$153K 0.09% 80
2017
Q2 		– Sell
-400
Closed -$43K – 443
2017
Q1 		$43K Hold
400
– – 0.03% 153
2016
Q4 		$46K Buy
+400
New +$45.1K 0.03% 145

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mascoma Wealth Management's UPS Position: Q2 2026 in Review

Mascoma Wealth Management held its United Parcel Service (UPS) position steady in Q2 2026 at 8 shares worth $860. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Mascoma Wealth Management first reported a position in UPS in Q4 2016 and has held it in 30 quarters since. The position peaked at $1.29M in Q3 2019. 828 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mascoma Wealth Management held 8 shares of United Parcel Service worth $860 as of Q2 2026.
  • Mascoma Wealth Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #517 holding.
  • Mascoma Wealth Management first reported a position in United Parcel Service in Q4 2016 and has held it in 30 quarters since.
  • Mascoma Wealth Management's United Parcel Service position peaked at $1.29M in Q3 2019.
  • 828 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.