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MJT & Associates Financial Advisory’s United Parcel Service UPS Stock Holding History

MJT & Associates Financial Advisory’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 		$329K Buy
3,061
+52
+2% +$5.41K 0.22% 30
2026
Q1 		$296K Buy
3,009
+18
+0.6% +$1.93K 0.22% 32
2025
Q4 		$297K Sell
2,991
-44
-1% -$4.12K 0.22% 31
2025
Q3 		$254K Buy
3,035
+13
+0.4% +$1.18K 0.21% 32
2025
Q2 		$305K Hold
3,022
– – 0.38% 30
2025
Q1 		$332K Buy
+3,022
New +$361K 0.32% 33

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

MJT & Associates Financial Advisory's UPS Position: Q2 2026 in Review

MJT & Associates Financial Advisory increased its United Parcel Service (UPS) stake by 1.7% in Q2 2026, buying an estimated $5.41K and bringing the position to 3,061 shares worth $329K. The position accounts for 0.22% of the portfolio, ranked #30.

MJT & Associates Financial Advisory first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $332K in Q1 2025. 581 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • MJT & Associates Financial Advisory held 3,061 shares of United Parcel Service worth $329K as of Q2 2026.
  • MJT & Associates Financial Advisory bought 52 United Parcel Service shares in Q2 2026, an estimated $5.41K.
  • United Parcel Service made up 0.22% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #30 holding.
  • MJT & Associates Financial Advisory first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's United Parcel Service position peaked at $332K in Q1 2025.
  • 581 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.