DBRC
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D.B. Root & Company’s United Parcel Service UPS Stock Holding History

D.B. Root & Company’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 		$283K Sell
2,635
-19
-0.7% -$1.98K 0.06% 169
2026
Q1 		$261K Buy
2,654
+595
+29% +$63.8K 0.06% 165
2025
Q4 		$204K Buy
+2,059
New +$193K 0.05% 187
2024
Q3 		– Sell
-2,802
Closed -$383K – 200
2024
Q2 		$383K Sell
2,802
-4,273
-60% -$612K 0.13% 133
2024
Q1 		$1.05M Sell
7,075
-404
-5% -$61.4K 0.36% 75
2023
Q4 		$1.18M Sell
7,479
-114
-2% -$17.2K 0.43% 67
2023
Q3 		$1.18M Buy
7,593
+141
+2% +$24.3K 0.46% 58
2023
Q2 		$1.34M Buy
7,452
+259
+4% +$46K 0.51% 44
2023
Q1 		$1.4M Buy
7,193
+413
+6% +$75.8K 0.55% 42
2022
Q4 		$1.18M Buy
6,780
+428
+7% +$74.1K 0.5% 52
2022
Q3 		$1.03M Sell
6,352
-1,455
-19% -$275K 0.47% 52
2022
Q2 		$1.43M Buy
7,807
+390
+5% +$71.1K 0.61% 35
2022
Q1 		$1.59M Buy
7,417
+177
+2% +$37.6K 0.59% 35
2021
Q4 		$1.55M Buy
7,240
+1,640
+29% +$334K 0.56% 33
2021
Q3 		$1.02M Buy
5,600
+58
+1% +$11.4K 0.4% 57
2021
Q2 		$1.15M Buy
5,542
+142
+3% +$28.4K 0.43% 53
2021
Q1 		$917K Buy
5,400
+613
+13% +$99.2K 0.36% 74
2020
Q4 		$806K Buy
+4,787
New +$808K 0.32% 80

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

D.B. Root & Company's UPS Position: Q2 2026 in Review

D.B. Root & Company reduced its United Parcel Service (UPS) stake by 0.72% in Q2 2026, selling an estimated $1.98K and leaving 2,635 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #169.

D.B. Root & Company first reported a position in UPS in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.59M in Q1 2022. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • D.B. Root & Company held 2,635 shares of United Parcel Service worth $283K as of Q2 2026.
  • D.B. Root & Company sold 19 United Parcel Service shares in Q2 2026, an estimated $1.98K.
  • United Parcel Service made up 0.06% of D.B. Root & Company's portfolio in Q2 2026, its #169 holding.
  • D.B. Root & Company first reported a position in United Parcel Service in Q4 2020 and has held it in 18 quarters since.
  • D.B. Root & Company's United Parcel Service position peaked at $1.59M in Q1 2022.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.