Mather Group
UPS icon

Mather Group’s United Parcel Service UPS Stock Holding History

Mather Group’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
Q3 		$2.74M Buy
29,273
+409
+1% +$42.9K 0.02% 234
2026
Q2 		$3.1M Buy
28,864
+2,770
+11% +$288K 0.03% 208
2026
Q1 		$2.57M Sell
26,094
-9,484
-27% -$1.02M 0.03% 193
2025
Q4 		$3.53M Buy
35,578
+370
+1% +$34.6K 0.04% 149
2025
Q3 		$2.94M Buy
35,208
+5,657
+19% +$512K 0.03% 160
2025
Q2 		$2.98M Buy
29,551
+4,307
+17% +$424K 0.03% 154
2025
Q1 		$2.78M Sell
25,244
-1,376
-5% -$165K 0.03% 148
2024
Q4 		$3.36M Buy
26,620
+1,823
+7% +$240K 0.04% 137
2024
Q3 		$3.38M Sell
24,797
-2,800
-10% -$368K 0.04% 135
2024
Q2 		$4.1M Sell
27,597
-2,328
-8% -$333K 0.05% 130
2024
Q1 		$4.71M Sell
29,925
-277
-0.9% -$42.1K 0.07% 94
2023
Q4 		$4.75M Sell
30,202
-27
-0.1% -$4.08K 0.07% 98
2023
Q3 		$4.71M Sell
30,229
-604
-2% -$104K 0.08% 91
2023
Q2 		$5.53M Buy
30,833
+679
+2% +$121K 0.09% 93
2023
Q1 		$5.85M Buy
30,154
+1,264
+4% +$232K 0.1% 77
2022
Q4 		$5.02M Sell
28,890
-305
-1% -$52.8K 0.1% 83
2022
Q3 		$4.72M Buy
29,195
+20,542
+237% +$3.89M 0.1% 84
2022
Q2 		$1.58M Buy
8,653
+2,376
+38% +$433K 0.04% 142
2022
Q1 		$1.35M Buy
6,277
+4,530
+259% +$963K 0.03% 135
2021
Q4 		$374K Buy
1,747
+121
+7% +$24.6K 0.01% 267
2021
Q3 		$296K Sell
1,626
-981
-38% -$194K 0.01% 224
2021
Q2 		$542K Buy
2,607
+828
+47% +$166K 0.01% 156
2021
Q1 		$302K Buy
1,779
+382
+27% +$61.8K 0.01% 208
2020
Q4 		$235K Buy
1,397
+143
+11% +$24.1K 0.01% 217
2020
Q3 		$209K Buy
+1,254
New +$183K 0.01% 223

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Mather Group's UPS Position: Q3 2026 in Review

Mather Group increased its United Parcel Service (UPS) stake by 1.4% in Q3 2026, buying an estimated $42.9K and bringing the position to 29,273 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #234.

Mather Group first reported a position in UPS in Q3 2020 and has held it in 25 quarters since. The position peaked at $5.85M in Q1 2023. 531 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Mather Group held 29,273 shares of United Parcel Service worth $2.74M as of Q3 2026.
  • Mather Group bought 409 United Parcel Service shares in Q3 2026, an estimated $42.9K.
  • United Parcel Service made up 0.02% of Mather Group's portfolio in Q3 2026, its #234 holding.
  • Mather Group first reported a position in United Parcel Service in Q3 2020 and has held it in 25 quarters since.
  • Mather Group's United Parcel Service position peaked at $5.85M in Q1 2023.
  • 531 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.