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Mystic Asset Management’s United Parcel Service UPS Stock Holding History

Mystic Asset Management’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 		– Sell
-2,019
Closed -$200K – 224
2025
Q4 		$200K Buy
+2,019
New +$189K 0.05% 216
2025
Q3 		– Sell
-6,062
Closed -$612K – 226
2025
Q2 		$612K Buy
6,062
+305
+5% +$30K 0.15% 126
2025
Q1 		$633K Buy
5,757
+1,327
+30% +$159K 0.17% 116
2024
Q4 		$559K Buy
4,430
+799
+22% +$105K 0.15% 126
2024
Q3 		$495K Buy
3,631
+424
+13% +$55.7K 0.19% 114
2024
Q2 		$439K Buy
3,207
+185
+6% +$26.5K 0.18% 114
2024
Q1 		$449K Buy
3,022
+150
+5% +$22.8K 0.19% 115
2023
Q4 		$452K Buy
2,872
+535
+23% +$80.9K 0.22% 108
2023
Q3 		$364K Sell
2,337
-285
-11% -$49.2K 0.2% 111
2023
Q2 		$470K Sell
2,622
-10
-0.4% -$1.78K 0.25% 97
2023
Q1 		$511K Hold
2,632
– – 0.28% 94
2022
Q4 		$458K Buy
2,632
+85
+3% +$14.7K 0.26% 104
2022
Q3 		$411K Buy
2,547
+294
+13% +$55.7K 0.26% 107
2022
Q2 		$411K Hold
2,253
– – 0.25% 108
2022
Q1 		$483K Hold
2,253
– – 0.26% 108
2021
Q4 		$482K Buy
+2,253
New +$458K 0.23% 111

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

Mystic Asset Management's UPS Position: Q1 2026 in Review

Mystic Asset Management sold out of United Parcel Service (UPS) in Q1 2026, closing a stake of 2,019 shares — an estimated $200K sold.

Mystic Asset Management first reported a position in UPS in Q4 2021 and held it in 16 quarters. The position peaked at $633K in Q1 2025. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Mystic Asset Management reported no remaining United Parcel Service position as of Q1 2026 after selling out during the quarter.
  • Mystic Asset Management sold 2,019 United Parcel Service shares in Q1 2026, an estimated $200K.
  • Mystic Asset Management first reported a position in United Parcel Service in Q4 2021 and held it in 16 quarters.
  • Mystic Asset Management's United Parcel Service position peaked at $633K in Q1 2025.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Mystic Asset Management's 13F filing for Q1 2026, filed 8 May 2026.