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
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 $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

Mattson Financial Services's UPS Position: Q1 2026 in Review

Mattson Financial Services reduced its United Parcel Service (UPS) stake by 7% in Q1 2026, selling an estimated $78.9K and leaving 9,717 shares worth $956K. The position accounts for 0.23% of the portfolio, ranked #116.

Mattson Financial Services first reported a position in UPS in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.04M in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mattson Financial Services held 9,717 shares of United Parcel Service worth $956K as of Q1 2026.
  • Mattson Financial Services sold 736 United Parcel Service shares in Q1 2026, an estimated $78.9K.
  • United Parcel Service made up 0.23% of Mattson Financial Services's portfolio in Q1 2026, its #116 holding.
  • Mattson Financial Services first reported a position in United Parcel Service in Q2 2024 and has held it in 4 quarters since.
  • Mattson Financial Services's United Parcel Service position peaked at $1.04M in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mattson Financial Services's 13F filing for Q1 2026, filed 11 May 2026.