Mechanics Financial Corp’s United Parcel Service UPS Stock Holding History

Mechanics Financial Corp’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	$5.9K	Sell	60 -180	-75%	-$19.3K	﹤0.01%	220
2025 Q4	$23.8K	Sell	240 -1,427	-86%	-$133K	0.01%	200
2025 Q3	$139K	Sell	1,667 -1,141	-41%	-$103K	0.05%	125
2025 Q2	$283K	Buy	2,808 +56	+2%	+$5.51K	0.12%	98
2025 Q1	$303K	Hold	2,752	–	–	0.14%	90
2024 Q4	$347K	Sell	2,752 -50	-2%	-$6.58K	0.16%	85
2024 Q3	$382K	Hold	2,802	–	–	0.17%	85
2024 Q2	$383K	Hold	2,802	–	–	0.2%	87
2024 Q1	$416K	Hold	2,802	–	–	0.22%	86
2023 Q4	$441K	Buy	2,802 +95	+4%	+$14.4K	0.25%	75
2023 Q3	$422K	Hold	2,707	–	–	0.23%	73
2023 Q2	$485K	Sell	2,707 -18	-0.7%	-$3.2K	0.26%	68
2023 Q1	$529K	Hold	2,725	–	–	0.31%	58
2022 Q4	$474K	Hold	2,725	–	–	0.28%	68
2022 Q3	$440K	Buy	2,725 +20	+0.7%	+$3.79K	0.29%	66
2022 Q2	$494K	Buy	2,705 +30	+1%	+$5.47K	0.3%	62
2022 Q1	$574K	Hold	2,675	–	–	0.29%	60
2021 Q4	$573K	Buy	+2,675	New	+$544K	0.27%	62

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mechanics Financial Corp's UPS Position: Q1 2026 in Review

Mechanics Financial Corp reduced its United Parcel Service (UPS) stake by 75% in Q1 2026, selling an estimated $19.3K and leaving 60 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Mechanics Financial Corp first reported a position in UPS in Q4 2021 and has held it in 18 quarters since. The position peaked at $574K in Q1 2022. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Mechanics Financial Corp held 60 shares of United Parcel Service worth $5.9K as of Q1 2026.
Mechanics Financial Corp sold 180 United Parcel Service shares in Q1 2026, an estimated $19.3K.
United Parcel Service made up ﹤0.01% of Mechanics Financial Corp's portfolio in Q1 2026, its #220 holding.
Mechanics Financial Corp first reported a position in United Parcel Service in Q4 2021 and has held it in 18 quarters since.
Mechanics Financial Corp's United Parcel Service position peaked at $574K in Q1 2022.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mechanics Financial Corp's 13F filing for Q1 2026, filed 6 May 2026.