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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group's UPS Position: Q1 2026 in Review

Mather Group reduced its United Parcel Service (UPS) stake by 27% in Q1 2026, selling an estimated $1.02M and leaving 26,094 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #193.

Mather Group first reported a position in UPS in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.85M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mather Group held 26,094 shares of United Parcel Service worth $2.57M as of Q1 2026.
  • Mather Group sold 9,484 United Parcel Service shares in Q1 2026, an estimated $1.02M.
  • United Parcel Service made up 0.03% of Mather Group's portfolio in Q1 2026, its #193 holding.
  • Mather Group first reported a position in United Parcel Service in Q3 2020 and has held it in 23 quarters since.
  • Mather Group's United Parcel Service position peaked at $5.85M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.