S.A. Mason
UPS icon

S.A. Mason’s United Parcel Service UPS Stock Holding History

S.A. Mason’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 		$248K Sell
2,659
-146
-5% -$15.3K 0.07% 197
2026
Q2 		$301K Sell
2,805
-96
-3% -$10K 0.09% 178
2026
Q1 		$285K Buy
2,901
+7
+0.2% +$751 0.11% 170
2025
Q4 		$287K Sell
2,894
-195
-6% -$18.2K 0.11% 162
2025
Q3 		$258K Sell
3,089
-375
-11% -$34K 0.11% 164
2025
Q2 		$350K Sell
3,464
-346
-9% -$34K 0.17% 130
2025
Q1 		$419K Buy
3,810
+19
+0.5% +$2.27K 0.22% 108
2024
Q4 		$478K Sell
3,791
-125
-3% -$16.5K 0.25% 95
2024
Q3 		$534K Sell
3,916
-95
-2% -$12.5K 0.28% 91
2024
Q2 		$549K Hold
4,011
– – 0.31% 81
2024
Q1 		$596K Hold
4,011
– – 0.36% 76
2023
Q4 		$631K Sell
4,011
-100
-2% -$15.1K 0.42% 65
2023
Q3 		$641K Hold
4,111
– – 0.46% 57
2023
Q2 		$797K Hold
4,111
– – 0.58% 47
2023
Q1 		$797K Hold
4,111
– – 0.58% 47
2022
Q4 		$715K Sell
4,111
-25
-0.6% -$4.33K 0.54% 51
2022
Q3 		$668K Hold
4,136
– – 0.53% 48
2022
Q2 		$755K Sell
4,136
-69
-2% -$12.6K 0.55% 46
2022
Q1 		$902K Hold
4,205
– – 0.56% 46
2021
Q4 		$901K Hold
4,205
– – 0.54% 50
2021
Q3 		$766K Buy
4,205
+250
+6% +$49.3K 0.5% 55
2021
Q2 		$823K Hold
3,955
– – 0.57% 47
2021
Q1 		$672K Buy
3,955
+103
+3% +$16.7K 0.5% 59
2020
Q4 		$649K Sell
3,852
-100
-3% -$16.9K 0.54% 55
2020
Q3 		$659K Hold
3,952
– – 0.63% 46
2020
Q2 		$439K Sell
3,952
-362
-8% -$36.1K 0.46% 62
2020
Q1 		$403K Sell
4,314
-913
-17% -$94.6K 0.49% 61
2019
Q4 		$612K Buy
+5,227
New +$619K 0.58% 50

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

S.A. Mason's UPS Position: Q3 2026 in Review

S.A. Mason reduced its United Parcel Service (UPS) stake by 5.2% in Q3 2026, selling an estimated $15.3K and leaving 2,659 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #197.

S.A. Mason first reported a position in UPS in Q4 2019 and has held it in 28 quarters since. The position peaked at $902K in Q1 2022. 612 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • S.A. Mason held 2,659 shares of United Parcel Service worth $248K as of Q3 2026.
  • S.A. Mason sold 146 United Parcel Service shares in Q3 2026, an estimated $15.3K.
  • United Parcel Service made up 0.07% of S.A. Mason's portfolio in Q3 2026, its #197 holding.
  • S.A. Mason first reported a position in United Parcel Service in Q4 2019 and has held it in 28 quarters since.
  • S.A. Mason's United Parcel Service position peaked at $902K in Q1 2022.
  • 612 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.