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Mason & Associates (Virginia)’s United Parcel Service UPS Stock Holding History

Mason & Associates (Virginia)’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 		$289K Hold
2,690
– – 0.06% 38
2026
Q1 		$265K Hold
2,690
– – 0.06% 38
2025
Q4 		$267K Hold
2,690
– – 0.06% 36
2025
Q3 		$272K Hold
2,690
– – 0.07% 35
2025
Q2 		$272K Sell
2,690
-333
-11% -$32.8K 0.07% 35
2025
Q1 		$333K Hold
3,023
– – 0.1% 33
2024
Q4 		$381K Hold
3,023
– – 0.11% 32
2024
Q3 		$412K Hold
3,023
– – 0.13% 31
2024
Q2 		$414K Buy
+3,023
New +$433K 0.14% 28

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mason & Associates (Virginia)'s UPS Position: Q2 2026 in Review

Mason & Associates (Virginia) held its United Parcel Service (UPS) position steady in Q2 2026 at 2,690 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #38.

Mason & Associates (Virginia) first reported a position in UPS in Q2 2024 and has held it in 9 quarters since. The position peaked at $414K in Q2 2024. 537 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mason & Associates (Virginia) held 2,690 shares of United Parcel Service worth $289K as of Q2 2026.
  • Mason & Associates (Virginia) left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.06% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #38 holding.
  • Mason & Associates (Virginia) first reported a position in United Parcel Service in Q2 2024 and has held it in 9 quarters since.
  • Mason & Associates (Virginia)'s United Parcel Service position peaked at $414K in Q2 2024.
  • 537 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.