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Frank Rimerman Advisors’s United Parcel Service UPS Stock Holding History

Frank Rimerman Advisors’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 		$3.9M Sell
36,264
-635
-2% -$66K 0.22% 73
2026
Q1 		$3.63M Buy
36,899
+165
+0.4% +$17.7K 0.24% 70
2025
Q4 		$3.64M Buy
+36,734
New +$3.44M 0.23% 71
2025
Q3 		– Sell
-25,933
Closed -$2.62M – 626
2025
Q2 		$2.62M Buy
25,933
+4,907
+23% +$483K 0.18% 94
2025
Q1 		$2.31M Sell
21,026
-8,386
-29% -$1M 0.18% 96
2024
Q4 		$3.71M Buy
29,412
+12,098
+70% +$1.59M 0.27% 58
2024
Q3 		$2.36M Sell
17,314
-539
-3% -$70.8K 0.17% 105
2024
Q2 		$2.44M Buy
17,853
+17,595
+6,820% +$2.52M 0.17% 99
2024
Q1 		$38.3K Sell
258
-137
-35% -$20.8K 0.01% 133
2023
Q4 		$62.1K Buy
+395
New +$59.7K 0.01% 115

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

Frank Rimerman Advisors's UPS Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its United Parcel Service (UPS) stake by 1.7% in Q2 2026, selling an estimated $66K and leaving 36,264 shares worth $3.9M. The position accounts for 0.22% of the portfolio, ranked #73.

Frank Rimerman Advisors first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Frank Rimerman Advisors held 36,264 shares of United Parcel Service worth $3.9M as of Q2 2026.
  • Frank Rimerman Advisors sold 635 United Parcel Service shares in Q2 2026, an estimated $66K.
  • United Parcel Service made up 0.22% of Frank Rimerman Advisors's portfolio in Q2 2026, its #73 holding.
  • Frank Rimerman Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.