MPPW
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Mitchell & Pahl Private Wealth’s United Parcel Service UPS Stock Holding History

Mitchell & Pahl Private Wealth’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 		$2.46M Buy
22,838
+709
+3% +$73.7K 0.9% 47
2026
Q1 		$2.18M Buy
22,129
+1,788
+9% +$192K 0.88% 48
2025
Q4 		$2.02M Buy
20,341
+301
+2% +$28.2K 0.84% 48
2025
Q3 		$1.67M Buy
20,040
+1,034
+5% +$93.7K 0.7% 54
2025
Q2 		$1.92M Buy
19,006
+1,079
+6% +$106K 0.85% 43
2025
Q1 		$1.97M Buy
17,927
+1,186
+7% +$142K 0.92% 42
2024
Q4 		$2.11M Buy
16,741
+1,249
+8% +$164K 0.99% 39
2024
Q3 		$2.11M Buy
15,492
+563
+4% +$73.9K 0.98% 35
2024
Q2 		$2.04M Buy
14,929
+169
+1% +$24.2K 1.08% 29
2024
Q1 		$2.19M Buy
14,760
+341
+2% +$51.8K 1.15% 23
2023
Q4 		$2.27M Sell
14,419
-414
-3% -$62.6K 1.29% 17
2023
Q3 		$2.31M Buy
14,833
+556
+4% +$96K 1.37% 14
2023
Q2 		$2.56M Buy
14,277
+129
+0.9% +$22.9K 1.54% 13
2023
Q1 		$2.74M Buy
14,148
+171
+1% +$31.4K 1.72% 8
2022
Q4 		$2.43M Sell
13,977
-15
-0.1% -$2.6K 1.59% 12
2022
Q3 		$2.26M Buy
13,992
+73
+0.5% +$13.8K 1.67% 10
2022
Q2 		$2.54M Buy
13,919
+337
+2% +$61.5K 1.77% 9
2022
Q1 		$2.91M Buy
13,582
+103
+0.8% +$21.9K 1.85% 5
2021
Q4 		$2.89M Buy
13,479
+113
+0.8% +$23K 1.85% 7
2021
Q3 		$2.43M Buy
13,366
+28
+0.2% +$5.53K 1.75% 7
2021
Q2 		$2.77M Buy
13,338
+232
+2% +$46.4K 1.98% 5
2021
Q1 		$2.23M Buy
13,106
+548
+4% +$88.6K 1.73% 9
2020
Q4 		$2.12M Buy
+12,558
New +$2.12M 1.78% 9

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mitchell & Pahl Private Wealth's UPS Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its United Parcel Service (UPS) stake by 3.2% in Q2 2026, buying an estimated $73.7K and bringing the position to 22,838 shares worth $2.46M. The position accounts for 0.9% of the portfolio, ranked #47.

Mitchell & Pahl Private Wealth first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.91M in Q1 2022. 428 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 22,838 shares of United Parcel Service worth $2.46M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 709 United Parcel Service shares in Q2 2026, an estimated $73.7K.
  • United Parcel Service made up 0.9% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #47 holding.
  • Mitchell & Pahl Private Wealth first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • Mitchell & Pahl Private Wealth's United Parcel Service position peaked at $2.91M in Q1 2022.
  • 428 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.