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MCF Advisors’s United Parcel Service UPS Stock Holding History

MCF 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
Q1 		$547K Sell
5,563
-311
-5% -$33.4K 0.02% 240
2025
Q4 		$583K Buy
5,874
+5,186
+754% +$485K 0.03% 187
2025
Q3 		$57.5K Sell
688
-354
-34% -$32.1K ﹤0.01% 403
2025
Q2 		$105K Buy
1,042
+315
+43% +$31K 0.01% 304
2025
Q1 		$79.9K Sell
727
-279
-28% -$33.4K 0.01% 339
2024
Q4 		$127K Sell
1,006
-108
-10% -$14.2K 0.01% 282
2024
Q3 		$152K Buy
1,114
+271
+32% +$35.6K 0.01% 263
2024
Q2 		$115K Sell
843
-4
-0.5% -$573 0.01% 289
2024
Q1 		$126K Buy
847
+30
+4% +$4.56K 0.01% 279
2023
Q4 		$128K Buy
817
+245
+43% +$37K 0.01% 271
2023
Q3 		$89.1K Sell
572
-268
-32% -$46.3K 0.01% 301
2023
Q2 		$151K Hold
840
– – 0.01% 244
2023
Q1 		$163K Buy
840
+268
+47% +$49.2K 0.02% 233
2022
Q4 		$99.4K Sell
572
-125
-18% -$21.6K 0.01% 275
2022
Q3 		$113K Buy
697
+5
+0.7% +$947 0.01% 251
2022
Q2 		$126K Buy
692
+23
+3% +$4.2K 0.01% 232
2022
Q1 		$143K Buy
+669
New +$142K 0.01% 226
2021
Q4 		– Sell
-469
Closed -$85K – 640
2021
Q3 		$85K Buy
469
+320
+215% +$63.2K 0.01% 262
2021
Q2 		$31K Hold
149
– – ﹤0.01% 342
2021
Q1 		$25K Sell
149
-90
-38% -$14.6K ﹤0.01% 344
2020
Q4 		$40K Sell
239
-81
-25% -$13.7K ﹤0.01% 267
2020
Q3 		$53K Buy
320
+171
+115% +$24.9K 0.01% 233
2020
Q2 		$17K Hold
149
– – ﹤0.01% 319
2020
Q1 		$14K Sell
149
-43
-22% -$4.46K ﹤0.01% 336
2019
Q4 		$22K Hold
192
– – ﹤0.01% 322
2019
Q3 		$23K Buy
192
+83
+76% +$9.49K ﹤0.01% 314
2019
Q2 		$11K Hold
109
– – ﹤0.01% 352
2019
Q1 		$12K Hold
109
– – ﹤0.01% 335
2018
Q4 		$11K Hold
109
– – ﹤0.01% 350
2018
Q3 		$13K Hold
109
– – ﹤0.01% 343
2018
Q2 		$12K Hold
109
– – ﹤0.01% 327
2018
Q1 		$11K Sell
109
-1,345
-93% -$155K ﹤0.01% 333
2017
Q4 		$173K Hold
1,454
– – 0.03% 135
2017
Q3 		$175K Hold
1,454
– – 0.03% 128
2017
Q2 		$161K Hold
1,454
– – 0.03% 119
2017
Q1 		$156K Sell
1,454
-118
-8% -$12.9K 0.03% 123
2016
Q4 		$180K Hold
1,572
– – 0.04% 101
2016
Q3 		$172K Sell
1,572
-94
-6% -$10.3K 0.04% 104
2016
Q2 		$179K Buy
1,666
+21
+1% +$2.19K 0.04% 113
2016
Q1 		$174K Hold
1,645
– – 0.05% 99
2015
Q4 		$158K Hold
1,645
– – 0.04% 105
2015
Q3 		$162K Hold
1,645
– – 0.04% 105
2015
Q2 		$159K Hold
1,645
– – 0.04% 105
2015
Q1 		$159K Hold
1,645
– – 0.04% 102
2014
Q4 		$183K Hold
1,645
– – 0.05% 95
2014
Q3 		$160K Hold
1,645
– – 0.05% 101
2014
Q2 		$160K Sell
1,645
-39
-2% -$3.92K 0.05% 100
2014
Q1 		$164K Hold
1,684
– – 0.06% 101
2013
Q4 		$164K Hold
1,684
– – 0.06% 98
2013
Q3 		$164K Buy
1,684
+339
+25% +$29.8K 0.09% 90
2013
Q2 		$131K Buy
+1,345
New +$115K 0.08% 100

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCF Advisors's UPS Position: Q1 2026 in Review

MCF Advisors reduced its United Parcel Service (UPS) stake by 5.3% in Q1 2026, selling an estimated $33.4K and leaving 5,563 shares worth $547K. The position accounts for 0.02% of the portfolio, ranked #240.

MCF Advisors first reported a position in UPS in Q2 2013 and has held it in 51 quarters since. The position peaked at $583K in Q4 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • MCF Advisors held 5,563 shares of United Parcel Service worth $547K as of Q1 2026.
  • MCF Advisors sold 311 United Parcel Service shares in Q1 2026, an estimated $33.4K.
  • United Parcel Service made up 0.02% of MCF Advisors's portfolio in Q1 2026, its #240 holding.
  • MCF Advisors first reported a position in United Parcel Service in Q2 2013 and has held it in 51 quarters since.
  • MCF Advisors's United Parcel Service position peaked at $583K in Q4 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.