MBM Wealth Consultants’s United Parcel Service UPS Stock Holding History

MBM Wealth Consultants’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	$483K	Buy	4,497 +286	+7%	+$29.7K	0.09%	96
2026 Q1	$414K	Buy	4,211 +301	+8%	+$32.3K	0.1%	93
2025 Q4	$388K	Buy	3,910 +344	+10%	+$32.2K	0.09%	91
2025 Q3	$298K	Buy	3,566 +1,038	+41%	+$94K	0.07%	100
2025 Q2	$255K	Buy	2,528 +593	+31%	+$58.3K	0.07%	100
2025 Q1	$213K	Buy	+1,935	New	+$231K	0.06%	103
2023 Q2	–	Sell	-61	Closed	-$12K	–	260
2023 Q1	$12K	Hold	61	–	–	﹤0.01%	215
2022 Q4	$11K	Hold	61	–	–	0.01%	229
2022 Q3	$10K	Hold	61	–	–	﹤0.01%	217
2022 Q2	$11K	Sell	61 -1	-2%	-$182	0.01%	219
2022 Q1	$13K	Sell	62 -201	-76%	-$42.7K	0.01%	232
2021 Q4	$56K	Hold	263	–	–	0.02%	147
2021 Q3	$48K	Hold	263	–	–	0.02%	150
2021 Q2	$55K	Sell	263 -47	-15%	-$9.4K	0.03%	138
2021 Q1	$53K	Hold	310	–	–	0.03%	133
2020 Q4	$52K	Hold	310	–	–	0.03%	127
2020 Q3	$52K	Hold	310	–	–	0.03%	126
2020 Q2	$34K	Hold	310	–	–	0.02%	140
2020 Q1	$29K	Sell	310 -135	-30%	-$14K	0.02%	130
2019 Q4	$52K	Hold	445	–	–	0.04%	121
2019 Q3	$53K	Hold	445	–	–	0.04%	120
2019 Q2	$46K	Hold	445	–	–	0.04%	125
2019 Q1	$50K	Hold	445	–	–	0.04%	124
2018 Q4	$43K	Buy	+445	New	+$48.2K	0.04%	137

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

MBM Wealth Consultants's UPS Position: Q2 2026 in Review

MBM Wealth Consultants increased its United Parcel Service (UPS) stake by 6.8% in Q2 2026, buying an estimated $29.7K and bringing the position to 4,497 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #96.

MBM Wealth Consultants first reported a position in UPS in Q4 2018 and has held it in 24 quarters since. 950 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

MBM Wealth Consultants held 4,497 shares of United Parcel Service worth $483K as of Q2 2026.
MBM Wealth Consultants bought 286 United Parcel Service shares in Q2 2026, an estimated $29.7K.
United Parcel Service made up 0.09% of MBM Wealth Consultants's portfolio in Q2 2026, its #96 holding.
MBM Wealth Consultants first reported a position in United Parcel Service in Q4 2018 and has held it in 24 quarters since.
950 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.