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Mayflower Financial Advisors’s United Parcel Service UPS Stock Holding History

Mayflower Financial Advisors’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 		$4.84M Buy
45,048
+40,131
+816% +$4.17M 0.42% 64
2026
Q1 		$484K Buy
4,917
+477
+11% +$51.2K 0.06% 266
2025
Q4 		$440K Sell
4,440
-1,105
-20% -$103K 0.05% 269
2025
Q3 		$463K Sell
5,545
-204
-4% -$18.5K 0.06% 261
2025
Q2 		$580K Buy
5,749
+1
+0% +$98 0.08% 218
2025
Q1 		$632K Buy
5,748
+365
+7% +$43.6K 0.1% 199
2024
Q4 		$679K Buy
5,383
+343
+7% +$45.1K 0.1% 183
2024
Q3 		$687K Sell
5,040
-311
-6% -$40.8K 0.1% 180
2024
Q2 		$732K Sell
5,351
-763
-12% -$109K 0.12% 164
2024
Q1 		$909K Sell
6,114
-79,866
-93% -$12.1M 0.15% 139
2023
Q4 		$13.5M Sell
85,980
-181
-0.2% -$27.4K 1.87% 10
2023
Q3 		$13.4M Buy
86,161
+60
+0.1% +$10.4K 2.01% 11
2023
Q2 		$15.4M Sell
86,101
-190
-0.2% -$33.7K 2% 8
2023
Q1 		$16.7M Buy
86,291
+604
+0.7% +$111K 2.2% 8
2022
Q4 		$14.9M Sell
85,687
-62
-0.1% -$10.7K 2.07% 10
2022
Q3 		$13.9M Buy
85,749
+87
+0.1% +$16.5K 2.23% 8
2022
Q2 		$15.6M Sell
85,662
-48
-0.1% -$8.76K 2.4% 7
2022
Q1 		$18.4M Buy
85,710
+621
+0.7% +$132K 2.47% 6
2021
Q4 		$18.2M Buy
85,089
+315
+0.4% +$64.1K 2.42% 7
2021
Q3 		$16.4M Buy
84,774
+156
+0.2% +$30.8K 2.22% 7
2021
Q2 		$17.6M Sell
84,618
-432
-0.5% -$86.4K 2.42% 7
2021
Q1 		$14.5M Buy
85,050
+82
+0.1% +$13.3K 2.14% 8
2020
Q4 		$14.3M Buy
+84,968
New +$14.3M 2.47% 7

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Mayflower Financial Advisors's UPS Position: Q2 2026 in Review

Mayflower Financial Advisors increased its United Parcel Service (UPS) stake by 816% in Q2 2026, buying an estimated $4.17M and bringing the position to 45,048 shares worth $4.84M. The position accounts for 0.42% of the portfolio, ranked #64.

Mayflower Financial Advisors first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $18.4M in Q1 2022. 762 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mayflower Financial Advisors held 45,048 shares of United Parcel Service worth $4.84M as of Q2 2026.
  • Mayflower Financial Advisors bought 40,131 United Parcel Service shares in Q2 2026, an estimated $4.17M.
  • United Parcel Service made up 0.42% of Mayflower Financial Advisors's portfolio in Q2 2026, its #64 holding.
  • Mayflower Financial Advisors first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's United Parcel Service position peaked at $18.4M in Q1 2022.
  • 762 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.