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Disclosery

MAI Capital Management: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on UPS, newest first. How the timeline and the estimate are built.

MAI Capital Management held 257,506 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,506 shares
    Change vs previous 13F +4,008 shares

    0.11% of the 13F portfolio, value $27,681,928.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 253,498 shares
    Change vs previous 13F +95,858 shares

    0.14% of the 13F portfolio, value $24,939,087.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 157,640 shares
    Change vs previous 13F +113,002 shares

    0.09% of the 13F portfolio, value $15,636,277.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 44,638 shares
    Change vs previous 13F +3,741 shares

    0.02% of the 13F portfolio, value $3,728,622.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,897 shares
    Change vs previous 13F -10,513 shares

    0.03% of the 13F portfolio, value $4,128,130.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 51,410 shares
    Change vs previous 13F -9,256 shares

    0.04% of the 13F portfolio, value $5,654,552.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 60,666 shares
    Change vs previous 13F +3,482 shares

    0.06% of the 13F portfolio, value $7,649,945.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,184 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $7,796,494.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).