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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
Q2 		$8.95M Buy
83,234
+3,182
+4% +$331K 0.17% 110
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mutual Advisors's UPS Position: Q2 2026 in Review

Mutual Advisors increased its United Parcel Service (UPS) stake by 4% in Q2 2026, buying an estimated $331K and bringing the position to 83,234 shares worth $8.95M. The position accounts for 0.17% of the portfolio, ranked #110.

Mutual Advisors first reported a position in UPS in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.32M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Mutual Advisors held 83,234 shares of United Parcel Service worth $8.95M as of Q2 2026.
  • Mutual Advisors bought 3,182 United Parcel Service shares in Q2 2026, an estimated $331K.
  • United Parcel Service made up 0.17% of Mutual Advisors's portfolio in Q2 2026, its #110 holding.
  • Mutual Advisors first reported a position in United Parcel Service in Q4 2019 and has held it in 27 quarters since.
  • Mutual Advisors's United Parcel Service position peaked at $9.32M in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.