Mount Yale Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.87M | Sell |
35,983
-712
| -2% | -$74K | 0.07% | 264 |
|
|
2026
Q1 | $3.61M | Buy |
36,695
+33,120
| +926% | +$3.55M | 0.08% | 240 |
|
|
2025
Q4 | $355K | Buy |
+3,575
| New | +$334K | 0.02% | 544 |
|
|
2025
Q3 | – | Sell |
-1,084
| Closed | -$109K | – | 1547 |
|
|
2025
Q2 | $109K | Buy |
+1,084
| New | +$107K | 0.01% | 636 |
|
|
2024
Q3 | – | Sell |
-3,510
| Closed | -$480K | – | 610 |
|
|
2024
Q2 | $480K | Sell |
3,510
-74
| -2% | -$10.6K | 0.04% | 351 |
|
|
2024
Q1 | $533K | Sell |
3,584
-2,540
| -41% | -$386K | 0.04% | 341 |
|
|
2023
Q4 | $963K | Buy |
6,124
+56
| +0.9% | +$8.47K | 0.09% | 208 |
|
|
2023
Q3 | $946K | Buy |
6,068
+8
| +0.1% | +$1.38K | 0.1% | 194 |
|
|
2023
Q2 | $1.09M | Buy |
6,060
+66
| +1% | +$11.7K | 0.12% | 182 |
|
|
2023
Q1 | $1.16M | Sell |
5,994
-5
| -0.1% | -$917 | 0.13% | 162 |
|
|
2022
Q4 | $1.04M | Sell |
5,999
-1,826
| -23% | -$316K | 0.12% | 178 |
|
|
2022
Q3 | $1.26M | Sell |
7,825
-47
| -0.6% | -$8.9K | 0.17% | 134 |
|
|
2022
Q2 | $1.44M | Buy |
7,872
+24
| +0.3% | +$4.38K | 0.18% | 129 |
|
|
2022
Q1 | $1.68M | Sell |
7,848
-43
| -0.5% | -$9.14K | 0.18% | 127 |
|
|
2021
Q4 | $1.69M | Buy |
7,891
+44
| +0.6% | +$8.95K | 0.18% | 128 |
|
|
2021
Q3 | $1.43M | Buy |
7,847
+1,009
| +15% | +$199K | 0.16% | 139 |
|
|
2021
Q2 | $1.42M | Buy |
6,838
+26
| +0.4% | +$5.2K | 0.17% | 129 |
|
|
2021
Q1 | $1.16M | Buy |
6,812
+424
| +7% | +$68.6K | 0.15% | 141 |
|
|
2020
Q4 | $1.08M | Buy |
6,388
+146
| +2% | +$24.6K | 0.15% | 154 |
|
|
2020
Q3 | $1.04M | Sell |
6,242
-204
| -3% | -$29.7K | 0.15% | 145 |
|
|
2020
Q2 | $717K | Sell |
6,446
-523
| -8% | -$52.2K | 0.13% | 168 |
|
|
2020
Q1 | $651K | Sell |
6,969
-621
| -8% | -$64.3K | 0.15% | 139 |
|
|
2019
Q4 | $786K | Buy |
7,590
+754
| +11% | +$89.3K | 0.14% | 133 |
|
|
2019
Q3 | $841K | Buy |
6,836
+563
| +9% | +$64.4K | 0.15% | 126 |
|
|
2019
Q2 | $724K | Buy |
6,273
+183
| +3% | +$19K | 0.13% | 133 |
|
|
2019
Q1 | $680K | Sell |
6,090
-850
| -12% | -$90.1K | 0.13% | 135 |
|
|
2018
Q4 | $756K | Buy |
6,940
+1,779
| +34% | +$193K | 0.15% | 131 |
|
|
2018
Q3 | $574K | Buy |
5,161
+119
| +2% | +$14K | 0.1% | 154 |
|
|
2018
Q2 | $536K | Sell |
5,042
-48
| -0.9% | -$5.39K | 0.1% | 162 |
|
|
2018
Q1 | $533K | Buy |
+5,090
| New | +$588K | 0.11% | 156 |
|
Other funds holding UPS
Mount Yale Investment Advisors's UPS Position: Q2 2026 in Review
Mount Yale Investment Advisors reduced its United Parcel Service (UPS) stake by 1.9% in Q2 2026, selling an estimated $74K and leaving 35,983 shares worth $3.87M. The position accounts for 0.07% of the portfolio, ranked #264.
Mount Yale Investment Advisors first reported a position in UPS in Q1 2018 and has held it in 30 quarters since. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Mount Yale Investment Advisors held 35,983 shares of United Parcel Service worth $3.87M as of Q2 2026.
- Mount Yale Investment Advisors sold 712 United Parcel Service shares in Q2 2026, an estimated $74K.
- United Parcel Service made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #264 holding.
- Mount Yale Investment Advisors first reported a position in United Parcel Service in Q1 2018 and has held it in 30 quarters since.
- 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.