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MRA Advisory Group’s United Parcel Service UPS Stock Holding History

MRA Advisory Group’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 		$491K Buy
4,571
+1,879
+70% +$195K 0.18% 83
2026
Q1 		$265K Sell
2,692
-53
-2% -$5.68K 0.11% 110
2025
Q4 		$272K Sell
2,745
-1,368
-33% -$128K 0.11% 104
2025
Q3 		$344K Buy
4,113
+739
+22% +$66.9K 0.15% 89
2025
Q2 		$341K Buy
3,374
+961
+40% +$94.5K 0.16% 89
2025
Q1 		$265K Sell
2,413
-972
-29% -$116K 0.14% 95
2024
Q4 		$427K Sell
3,385
-1,156
-25% -$152K 0.23% 55
2024
Q3 		$619K Buy
4,541
+355
+8% +$46.6K 0.34% 38
2024
Q2 		$573K Buy
4,186
+705
+20% +$101K 0.33% 39
2024
Q1 		$517K Sell
3,481
-448
-11% -$68.1K 0.31% 43
2023
Q4 		$618K Buy
3,929
+450
+13% +$68K 0.41% 37
2023
Q3 		$542K Hold
3,479
– – 0.39% 53
2023
Q2 		$624K Buy
3,479
+2
+0.1% +$355 0.43% 41
2023
Q1 		$674K Buy
3,477
+1
+0% +$183 0.49% 37
2022
Q4 		$604K Buy
3,476
+1
+0% +$173 0.48% 40
2022
Q3 		$555K Buy
3,475
+1
+0% +$189 0.47% 44
2022
Q2 		$634K Buy
3,474
+1
+0% +$182 0.55% 32
2022
Q1 		$745K Sell
3,473
-174
-5% -$37K 0.57% 35
2021
Q4 		$782K Hold
3,647
– – 0.6% 37
2021
Q3 		$664K Buy
3,647
+1
+0% +$197 0.56% 42
2021
Q2 		$758K Hold
3,646
– – 0.65% 34
2021
Q1 		$620K Sell
3,646
-2,135
-37% -$345K 0.58% 42
2020
Q4 		$974K Buy
+5,781
New +$976K 0.96% 28

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

MRA Advisory Group's UPS Position: Q2 2026 in Review

MRA Advisory Group increased its United Parcel Service (UPS) stake by 70% in Q2 2026, buying an estimated $195K and bringing the position to 4,571 shares worth $491K. The position accounts for 0.18% of the portfolio, ranked #83.

MRA Advisory Group first reported a position in UPS in Q4 2020 and has held it in 23 quarters since. The position peaked at $974K in Q4 2020. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • MRA Advisory Group held 4,571 shares of United Parcel Service worth $491K as of Q2 2026.
  • MRA Advisory Group bought 1,879 United Parcel Service shares in Q2 2026, an estimated $195K.
  • United Parcel Service made up 0.18% of MRA Advisory Group's portfolio in Q2 2026, its #83 holding.
  • MRA Advisory Group first reported a position in United Parcel Service in Q4 2020 and has held it in 23 quarters since.
  • MRA Advisory Group's United Parcel Service position peaked at $974K in Q4 2020.
  • 683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on MRA Advisory Group's 13F filing for Q2 2026, filed 8 Jul 2026.