Mitchell McLeod Pugh & Williams’s United Parcel Service UPS Stock Holding History

Mitchell McLeod Pugh & Williams’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	$286K	Buy	+2,659	New	+$276K	0.04%	269
2022 Q1	–	Sell	-1,153	Closed	-$247K	–	241
2021 Q4	$247K	Hold	1,153	–	–	0.08%	205
2021 Q3	$210K	Sell	1,153 -20	-2%	-$3.95K	0.08%	215
2021 Q2	$244K	Sell	1,173 -22	-2%	-$4.4K	0.09%	201
2021 Q1	$203K	Sell	1,195 -28	-2%	-$4.53K	0.08%	209
2020 Q4	$206K	Sell	1,223 -12	-1%	-$2.02K	0.09%	198
2020 Q3	$206K	Buy	+1,235	New	+$180K	0.11%	187

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's UPS Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams opened a new position in United Parcel Service (UPS) in Q2 2026: 2,659 shares worth $286K. The stake represents 0.04% of the portfolio and ranks #269 among its holdings. This is a return to the name: Mitchell McLeod Pugh & Williams previously reported a position in UPS as recently as Q4 2021.

Mitchell McLeod Pugh & Williams first reported a position in UPS in Q3 2020 and has held it in 7 quarters since. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Mitchell McLeod Pugh & Williams held 2,659 shares of United Parcel Service worth $286K as of Q2 2026.
United Parcel Service was a new Mitchell McLeod Pugh & Williams position in Q2 2026.
United Parcel Service made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #269 holding.
Mitchell McLeod Pugh & Williams first reported a position in United Parcel Service in Q3 2020 and has held it in 7 quarters since.
2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.