MBL Wealth’s United Parcel Service UPS Stock Holding History

MBL Wealth’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 Q3	$345K	Sell	3,687 -2,015	-35%	-$212K	0.02%	423
2026 Q2	$613K	Buy	5,702 +331	+6%	+$34.4K	0.04%	185
2026 Q1	$528K	Sell	5,371 -5,362	-50%	-$575K	0.04%	193
2025 Q4	$1.06M	Buy	10,733 +958	+10%	+$89.6K	0.09%	115
2025 Q3	$817K	Buy	+9,775	New	+$885K	0.07%	125
2025 Q2	–	Sell	-1,933	Closed	-$213K	–	255
2025 Q1	$213K	Buy	+1,933	New	+$231K	0.02%	223
2023 Q4	–	Sell	-2,630	Closed	-$410K	–	197
2023 Q3	$410K	Sell	2,630 -11	-0.4%	-$1.9K	0.06%	124
2023 Q2	$473K	Buy	2,641 +415	+19%	+$73.7K	0.07%	114
2023 Q1	$432K	Buy	+2,226	New	+$408K	0.07%	108
2022 Q4	–	Sell	-2,707	Closed	-$437K	–	175
2022 Q3	$437K	Buy	2,707 +383	+16%	+$72.5K	0.09%	105
2022 Q2	$424K	Buy	2,324 +696	+43%	+$127K	0.11%	102
2022 Q1	$349K	Buy	+1,628	New	+$346K	0.09%	123
2021 Q1	$230K	Buy	+1,350	New	+$218K	0.08%	139

Other funds holding UPS

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MBL Wealth's UPS Position: Q3 2026 in Review

MBL Wealth reduced its United Parcel Service (UPS) stake by 35% in Q3 2026, selling an estimated $212K and leaving 3,687 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #423.

MBL Wealth first reported a position in UPS in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.06M in Q4 2025. 1,671 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

MBL Wealth held 3,687 shares of United Parcel Service worth $345K as of Q3 2026.
MBL Wealth sold 2,015 United Parcel Service shares in Q3 2026, an estimated $212K.
United Parcel Service made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #423 holding.
MBL Wealth first reported a position in United Parcel Service in Q1 2021 and has held it in 13 quarters since.
MBL Wealth's United Parcel Service position peaked at $1.06M in Q4 2025.
1,671 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.