MMM
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Mendel Money Management’s United Parcel Service UPS Stock Holding History

Mendel Money Management’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 		$1.75M Buy
16,233
+1,613
+11% +$168K 0.64% 47
2026
Q1 		$1.44M Buy
14,620
+825
+6% +$88.5K 0.6% 54
2025
Q4 		$1.37M Buy
13,795
+2,357
+21% +$220K 0.57% 50
2025
Q3 		$955K Buy
11,438
+195
+2% +$17.7K 0.4% 71
2025
Q2 		$1.13M Buy
11,243
+5,065
+82% +$498K 0.5% 59
2025
Q1 		$680K Buy
6,178
+228
+4% +$27.3K 0.32% 82
2024
Q4 		$750K Sell
5,950
-11
-0.2% -$1.45K 0.34% 71
2024
Q3 		$813K Buy
5,961
+68
+1% +$8.93K 0.35% 72
2024
Q2 		$806K Sell
5,893
-318
-5% -$45.5K 0.38% 63
2024
Q1 		$923K Buy
6,211
+519
+9% +$78.9K 0.43% 57
2023
Q4 		$895K Sell
5,692
-117
-2% -$17.7K 0.43% 55
2023
Q3 		$905K Buy
5,809
+429
+8% +$74K 0.49% 50
2023
Q2 		$964K Buy
5,380
+728
+16% +$129K 0.5% 51
2023
Q1 		$902K Buy
4,652
+163
+4% +$29.9K 0.49% 48
2022
Q4 		$780K Sell
4,489
-75
-2% -$13K 0.44% 50
2022
Q3 		$737K Buy
4,564
+101
+2% +$19.1K 0.46% 49
2022
Q2 		$815K Buy
4,463
+12
+0.3% +$2.19K 0.49% 44
2022
Q1 		$955K Buy
+4,451
New +$946K 0.47% 46
2021
Q3 		– Sell
-1,320
Closed -$275K – 72
2021
Q2 		$275K Hold
1,320
– – 0.17% 61
2021
Q1 		$224K Hold
1,320
– – 0.15% 65
2020
Q4 		$222K Hold
1,320
– – 0.16% 61
2020
Q3 		$220K Buy
+1,320
New +$192K 0.17% 57

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mendel Money Management's UPS Position: Q2 2026 in Review

Mendel Money Management increased its United Parcel Service (UPS) stake by 11% in Q2 2026, buying an estimated $168K and bringing the position to 16,233 shares worth $1.75M. The position accounts for 0.64% of the portfolio, ranked #47.

Mendel Money Management first reported a position in UPS in Q3 2020 and has held it in 22 quarters since. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mendel Money Management held 16,233 shares of United Parcel Service worth $1.75M as of Q2 2026.
  • Mendel Money Management bought 1,613 United Parcel Service shares in Q2 2026, an estimated $168K.
  • United Parcel Service made up 0.64% of Mendel Money Management's portfolio in Q2 2026, its #47 holding.
  • Mendel Money Management first reported a position in United Parcel Service in Q3 2020 and has held it in 22 quarters since.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.