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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

MBL Wealth's UPS Position: Q2 2026 in Review

MBL Wealth increased its United Parcel Service (UPS) stake by 6.2% in Q2 2026, buying an estimated $34.4K and bringing the position to 5,702 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #185.

MBL Wealth first reported a position in UPS in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.06M in Q4 2025. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

MBL Wealth held 5,702 shares of United Parcel Service worth $613K as of Q2 2026.
MBL Wealth bought 331 United Parcel Service shares in Q2 2026, an estimated $34.4K.
United Parcel Service made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #185 holding.
MBL Wealth first reported a position in United Parcel Service in Q1 2021 and has held it in 12 quarters since.
MBL Wealth's United Parcel Service position peaked at $1.06M in Q4 2025.
984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.