MAFA
UPS icon

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
Q3 		$286K Hold
3,061
– – 0.19% 28
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

MJT & Associates Financial Advisory's UPS Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its United Parcel Service (UPS) position steady in Q3 2026 at 3,061 shares worth $286K. The position accounts for 0.19% of the portfolio, ranked #28.

MJT & Associates Financial Advisory first reported a position in UPS in Q1 2025 and has held it in 7 quarters since. The position peaked at $332K in Q1 2025. 106 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • MJT & Associates Financial Advisory held 3,061 shares of United Parcel Service worth $286K as of Q3 2026.
  • MJT & Associates Financial Advisory left its United Parcel Service share count unchanged in Q3 2026.
  • United Parcel Service made up 0.19% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #28 holding.
  • MJT & Associates Financial Advisory first reported a position in United Parcel Service in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's United Parcel Service position peaked at $332K in Q1 2025.
  • 106 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.