MA
UPS icon

MKT Advisors’s United Parcel Service UPS Stock Holding History

MKT 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
Q2 		$337K Hold
3,013
– – 0.1% 111
2026
Q1 		$294K Sell
3,013
-14
-0.5% -$1.5K 0.1% 118
2025
Q4 		$309K Sell
3,027
-191
-6% -$17.9K 0.11% 125
2025
Q3 		$272K Sell
3,218
-7
-0.2% -$634 0.1% 134
2025
Q2 		$337K Sell
3,225
-18
-0.6% -$1.77K 0.13% 105
2025
Q1 		$310K Buy
3,243
+32
+1% +$3.83K 0.15% 100
2024
Q4 		$417K Buy
3,211
+32
+1% +$4.21K 0.18% 81
2024
Q3 		$423K Sell
3,179
-97
-3% -$12.7K 0.2% 78
2024
Q2 		$440K Buy
3,276
+15
+0.5% +$2.15K 0.22% 74
2024
Q1 		$480K Sell
3,261
-1,819
-36% -$277K 0.26% 73
2023
Q4 		$806K Sell
5,080
-15
-0.3% -$2.27K 0.53% 37
2023
Q3 		$790K Buy
5,095
+14
+0.3% +$2.42K 0.6% 32
2023
Q2 		$955K Sell
5,081
-33
-0.6% -$5.86K 0.67% 26
2023
Q1 		$969K Buy
5,114
+1
+0% +$183 0.72% 23
2022
Q4 		$932K Buy
5,113
+15
+0.3% +$2.6K 0.7% 27
2022
Q3 		$824K Buy
5,098
+14
+0.3% +$2.65K 0.72% 30
2022
Q2 		$939K Buy
5,084
+24
+0.5% +$4.38K 0.73% 29
2022
Q1 		$918K Buy
5,060
+380
+8% +$80.7K 0.69% 30
2021
Q4 		$931K Buy
+4,680
New +$952K 0.73% 23

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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 Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MKT Advisors's UPS Position: Q2 2026 in Review

MKT Advisors held its United Parcel Service (UPS) position steady in Q2 2026 at 3,013 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #111.

MKT Advisors first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $969K in Q1 2023. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • MKT Advisors held 3,013 shares of United Parcel Service worth $337K as of Q2 2026.
  • MKT Advisors left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.1% of MKT Advisors's portfolio in Q2 2026, its #111 holding.
  • MKT Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's United Parcel Service position peaked at $969K in Q1 2023.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.