MB, Levis & Associates’s United Parcel Service UPS Stock Holding History

MB, Levis & Associates’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	$2.69K	Hold	25	–	–	﹤0.01%	223
2026 Q1	$2.46K	Hold	25	–	–	﹤0.01%	204
2025 Q4	$2.48K	Hold	25	–	–	﹤0.01%	213
2025 Q3	$2.09K	Hold	25	–	–	﹤0.01%	220
2025 Q2	$2.52K	Hold	25	–	–	﹤0.01%	240
2025 Q1	$2.75K	Hold	25	–	–	﹤0.01%	243
2024 Q4	$3.15K	Hold	25	–	–	﹤0.01%	245
2024 Q3	$3.41K	Hold	25	–	–	﹤0.01%	242
2024 Q2	$3.42K	Hold	25	–	–	﹤0.01%	235
2024 Q1	$3.72K	Hold	25	–	–	﹤0.01%	233
2023 Q4	$3.93K	Hold	25	–	–	﹤0.01%	224
2023 Q3	$3.9K	Hold	25	–	–	﹤0.01%	227
2023 Q2	$4.48K	Hold	25	–	–	﹤0.01%	222
2023 Q1	$4.85K	Hold	25	–	–	﹤0.01%	222
2022 Q4	$4.35K	Buy	+25	New	+$4.33K	﹤0.01%	213

Other funds holding UPS

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MB, Levis & Associates's UPS Position: Q2 2026 in Review

MB, Levis & Associates held its United Parcel Service (UPS) position steady in Q2 2026 at 25 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

MB, Levis & Associates first reported a position in UPS in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.85K in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

MB, Levis & Associates held 25 shares of United Parcel Service worth $2.69K as of Q2 2026.
MB, Levis & Associates left its United Parcel Service share count unchanged in Q2 2026.
United Parcel Service made up ﹤0.01% of MB, Levis & Associates's portfolio in Q2 2026, its #223 holding.
MB, Levis & Associates first reported a position in United Parcel Service in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's United Parcel Service position peaked at $4.85K in Q1 2023.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.