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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
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

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

Mather Group's UPS Position: Q2 2026 in Review

Mather Group increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $288K and bringing the position to 28,864 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #208.

Mather Group first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.85M in Q1 2023. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mather Group held 28,864 shares of United Parcel Service worth $3.1M as of Q2 2026.
  • Mather Group bought 2,770 United Parcel Service shares in Q2 2026, an estimated $288K.
  • United Parcel Service made up 0.03% of Mather Group's portfolio in Q2 2026, its #208 holding.
  • Mather Group first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Mather Group's United Parcel Service position peaked at $5.85M in Q1 2023.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.