MFS
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Mattson Financial Services’s United Parcel Service UPS Stock Holding History

Mattson Financial Services’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 		$1.19M Buy
10,121
+404
+4% +$42K 0.25% 111
2026
Q1 		$956K Sell
9,717
-736
-7% -$78.9K 0.23% 116
2025
Q4 		$1.04M Buy
+10,453
New +$978K 0.24% 111
2024
Q4 		– Sell
-3
Closed -$411 – 379
2024
Q3 		$411 Hold
3
– – ﹤0.01% 266
2024
Q2 		$411 Buy
+3
New +$430 ﹤0.01% 266

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

Mattson Financial Services's UPS Position: Q2 2026 in Review

Mattson Financial Services increased its United Parcel Service (UPS) stake by 4.2% in Q2 2026, buying an estimated $42K and bringing the position to 10,121 shares worth $1.19M. The position accounts for 0.25% of the portfolio, ranked #111.

Mattson Financial Services first reported a position in UPS in Q2 2024 and has held it in 5 quarters since. 2,144 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mattson Financial Services held 10,121 shares of United Parcel Service worth $1.19M as of Q2 2026.
  • Mattson Financial Services bought 404 United Parcel Service shares in Q2 2026, an estimated $42K.
  • United Parcel Service made up 0.25% of Mattson Financial Services's portfolio in Q2 2026, its #111 holding.
  • Mattson Financial Services first reported a position in United Parcel Service in Q2 2024 and has held it in 5 quarters since.
  • 2,144 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.