MYIA
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Mount Yale Investment Advisors’s United Parcel Service UPS Stock Holding History

Mount Yale Investment 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's UPS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its United Parcel Service (UPS) stake by 926% in Q1 2026, buying an estimated $3.55M and bringing the position to 36,695 shares worth $3.61M. The position accounts for 0.08% of the portfolio, ranked #240.

Mount Yale Investment Advisors first reported a position in UPS in Q1 2018 and has held it in 29 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mount Yale Investment Advisors held 36,695 shares of United Parcel Service worth $3.61M as of Q1 2026.
  • Mount Yale Investment Advisors bought 33,120 United Parcel Service shares in Q1 2026, an estimated $3.55M.
  • United Parcel Service made up 0.08% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #240 holding.
  • Mount Yale Investment Advisors first reported a position in United Parcel Service in Q1 2018 and has held it in 29 quarters since.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.