SAM
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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
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

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

S.A. Mason's UPS Position: Q1 2026 in Review

S.A. Mason increased its United Parcel Service (UPS) stake by 0.24% in Q1 2026, buying an estimated $751 and bringing the position to 2,901 shares worth $285K. The position accounts for 0.11% of the portfolio, ranked #170.

S.A. Mason first reported a position in UPS in Q4 2019 and has held it in 26 quarters since. The position peaked at $902K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • S.A. Mason held 2,901 shares of United Parcel Service worth $285K as of Q1 2026.
  • S.A. Mason bought 7 United Parcel Service shares in Q1 2026, an estimated $751.
  • United Parcel Service made up 0.11% of S.A. Mason's portfolio in Q1 2026, its #170 holding.
  • S.A. Mason first reported a position in United Parcel Service in Q4 2019 and has held it in 26 quarters since.
  • S.A. Mason's United Parcel Service position peaked at $902K in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.