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Mutual Advisors’s United Parcel Service UPS Stock Holding History

Mutual 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 		$7.88M Sell
80,052
-9,049
-10% -$970K 0.17% 114
2025
Q4 		$8.84M Sell
89,101
-18,014
-17% -$1.68M 0.19% 110
2025
Q3 		$9.32M Buy
107,115
+36,761
+52% +$3.33M 0.21% 95
2025
Q2 		$7.29M Buy
70,354
+11,315
+19% +$1.11M 0.18% 111
2025
Q1 		$5.78M Buy
59,039
+21,584
+58% +$2.58M 0.17% 126
2024
Q4 		$4.87M Buy
37,455
+8,590
+30% +$1.13M 0.14% 141
2024
Q3 		$3.99M Buy
28,865
+7,524
+35% +$988K 0.12% 161
2024
Q2 		$2.74M Buy
21,341
+6,914
+48% +$990K 0.08% 215
2024
Q1 		$2.14M Buy
14,427
+1,972
+16% +$300K 0.07% 256
2023
Q4 		$1.96M Buy
12,455
+1,141
+10% +$173K 0.07% 280
2023
Q3 		$1.76M Sell
11,314
-1,454
-11% -$251K 0.07% 284
2023
Q2 		$2.29M Buy
12,768
+1,279
+11% +$227K 0.09% 230
2023
Q1 		$2.23M Buy
11,489
+226
+2% +$41.5K 0.09% 222
2022
Q4 		$1.96M Buy
11,263
+752
+7% +$130K 0.09% 232
2022
Q3 		$1.7M Buy
10,511
+1,230
+13% +$233K 0.09% 225
2022
Q2 		$1.69M Buy
9,281
+19
+0.2% +$3.47K 0.11% 206
2022
Q1 		$1.99M Buy
9,262
+186
+2% +$39.5K 0.11% 213
2021
Q4 		$1.95M Buy
9,076
+883
+11% +$180K 0.1% 236
2021
Q3 		$1.49M Sell
8,193
-489
-6% -$96.5K 0.09% 276
2021
Q2 		$1.81M Sell
8,682
-406
-4% -$81.2K 0.11% 242
2021
Q1 		$1.54M Buy
9,088
+3,013
+50% +$487K 0.11% 239
2020
Q4 		$1.02M Sell
6,075
-1,716
-22% -$290K 0.08% 298
2020
Q3 		$1.3M Sell
7,791
-1,537
-16% -$224K 0.11% 201
2020
Q2 		$1.04M Buy
9,328
+4,692
+101% +$468K 0.1% 222
2020
Q1 		$433K Buy
4,636
+507
+12% +$52.5K 0.06% 318
2019
Q4 		$483K Buy
+4,129
New +$489K 0.05% 348

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

Mutual Advisors's UPS Position: Q1 2026 in Review

Mutual Advisors reduced its United Parcel Service (UPS) stake by 10% in Q1 2026, selling an estimated $970K and leaving 80,052 shares worth $7.88M. The position accounts for 0.17% of the portfolio, ranked #114.

Mutual Advisors first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.32M in Q3 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mutual Advisors held 80,052 shares of United Parcel Service worth $7.88M as of Q1 2026.
  • Mutual Advisors sold 9,049 United Parcel Service shares in Q1 2026, an estimated $970K.
  • United Parcel Service made up 0.17% of Mutual Advisors's portfolio in Q1 2026, its #114 holding.
  • Mutual Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • Mutual Advisors's United Parcel Service position peaked at $9.32M in Q3 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.