MRA Advisory Group
UPS icon

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
Q3 		$369K Sell
3,947
-624
-14% -$65.5K 0.14% 96
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MRA Advisory Group's UPS Position: Q3 2026 in Review

MRA Advisory Group reduced its United Parcel Service (UPS) stake by 14% in Q3 2026, selling an estimated $65.5K and leaving 3,947 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #96.

MRA Advisory Group first reported a position in UPS in Q4 2020 and has held it in 24 quarters since. The position peaked at $974K in Q4 2020. 616 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • MRA Advisory Group held 3,947 shares of United Parcel Service worth $369K as of Q3 2026.
  • MRA Advisory Group sold 624 United Parcel Service shares in Q3 2026, an estimated $65.5K.
  • United Parcel Service made up 0.14% of MRA Advisory Group's portfolio in Q3 2026, its #96 holding.
  • MRA Advisory Group first reported a position in United Parcel Service in Q4 2020 and has held it in 24 quarters since.
  • MRA Advisory Group's United Parcel Service position peaked at $974K in Q4 2020.
  • 616 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.