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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
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 $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

Mendel Money Management's UPS Position: Q1 2026 in Review

Mendel Money Management increased its United Parcel Service (UPS) stake by 6% in Q1 2026, buying an estimated $88.5K and bringing the position to 14,620 shares worth $1.44M. The position accounts for 0.6% of the portfolio, ranked #54.

Mendel Money Management first reported a position in UPS in Q3 2020 and has held it in 21 quarters since. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mendel Money Management held 14,620 shares of United Parcel Service worth $1.44M as of Q1 2026.
  • Mendel Money Management bought 825 United Parcel Service shares in Q1 2026, an estimated $88.5K.
  • United Parcel Service made up 0.6% of Mendel Money Management's portfolio in Q1 2026, its #54 holding.
  • Mendel Money Management first reported a position in United Parcel Service in Q3 2020 and has held it in 21 quarters since.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.