Mercer Global Advisors
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Mercer Global Advisors’s United Parcel Service UPS Stock Holding History

Mercer Global 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 		$22.6M Buy
229,789
+28,719
+14% +$3.08M 0.03% 297
2025
Q4 		$19.9M Sell
201,070
-14,457
-7% -$1.35M 0.03% 334
2025
Q3 		$18M Buy
215,527
+123,435
+134% +$11.2M 0.03% 335
2025
Q2 		$9.3M Buy
92,092
+2,599
+3% +$256K 0.02% 398
2025
Q1 		$9.84M Buy
89,493
+2,712
+3% +$324K 0.02% 367
2024
Q4 		$10.9M Sell
86,781
-5,683
-6% -$748K 0.03% 341
2024
Q3 		$12.3M Sell
92,464
-15,429
-14% -$2.03M 0.03% 287
2024
Q2 		$14.8M Sell
107,893
-7,379
-6% -$1.06M 0.04% 235
2024
Q1 		$17.1M Sell
115,272
-35,313
-23% -$5.37M 0.05% 216
2023
Q4 		$23.7M Sell
150,585
-13,214
-8% -$2M 0.07% 173
2023
Q3 		$25.5M Sell
163,799
-4,259
-3% -$735K 0.1% 131
2023
Q2 		$30.1M Buy
168,058
+2,282
+1% +$405K 0.12% 120
2023
Q1 		$32.2M Sell
165,776
-6,649
-4% -$1.22M 0.15% 105
2022
Q4 		$30M Buy
172,425
+10,842
+7% +$1.88M 0.15% 105
2022
Q3 		$26.1M Buy
161,583
+5,433
+3% +$1.03M 0.15% 102
2022
Q2 		$28.5M Buy
156,150
+26,586
+21% +$4.85M 0.17% 93
2022
Q1 		$27.8M Buy
129,564
+37,599
+41% +$7.99M 0.16% 93
2021
Q4 		$19.7M Buy
91,965
+5,943
+7% +$1.21M 0.12% 139
2021
Q3 		$15.7M Buy
86,022
+20,699
+32% +$4.09M 0.11% 156
2021
Q2 		$13.6M Buy
65,323
+4,269
+7% +$854K 0.1% 151
2021
Q1 		$10.4M Buy
61,054
+24,519
+67% +$3.97M 0.09% 166
2020
Q4 		$6.15M Sell
36,535
-3,079
-8% -$520K 0.08% 193
2020
Q3 		$6.6M Buy
39,614
+3,097
+8% +$451K 0.1% 159
2020
Q2 		$4.06M Sell
36,517
-1,511
-4% -$151K 0.07% 192
2020
Q1 		$3.55M Sell
38,028
-5,203
-12% -$539K 0.08% 212
2019
Q4 		$5.06M Sell
43,231
-11,884
-22% -$1.41M 0.1% 166
2019
Q3 		$6.6M Buy
55,115
+5,431
+11% +$621K 0.16% 122
2019
Q2 		$5.13M Buy
49,684
+2,603
+6% +$271K 0.14% 134
2019
Q1 		$5.26M Buy
+47,081
New +$4.99M 0.19% 102

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

Mercer Global Advisors's UPS Position: Q1 2026 in Review

Mercer Global Advisors increased its United Parcel Service (UPS) stake by 14% in Q1 2026, buying an estimated $3.08M and bringing the position to 229,789 shares worth $22.6M. The position accounts for 0.03% of the portfolio, ranked #297.

Mercer Global Advisors first reported a position in UPS in Q1 2019 and has held it in 29 quarters since. The position peaked at $32.2M in Q1 2023. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mercer Global Advisors held 229,789 shares of United Parcel Service worth $22.6M as of Q1 2026.
  • Mercer Global Advisors bought 28,719 United Parcel Service shares in Q1 2026, an estimated $3.08M.
  • United Parcel Service made up 0.03% of Mercer Global Advisors's portfolio in Q1 2026, its #297 holding.
  • Mercer Global Advisors first reported a position in United Parcel Service in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's United Parcel Service position peaked at $32.2M in Q1 2023.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.