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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Frank Rimerman Advisors's UPS Position: Q1 2026 in Review

Frank Rimerman Advisors increased its United Parcel Service (UPS) stake by 0.45% in Q1 2026, buying an estimated $17.7K and bringing the position to 36,899 shares worth $3.63M. The position accounts for 0.24% of the portfolio, ranked #70.

Frank Rimerman Advisors first reported a position in UPS in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.71M in Q4 2024. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

Frank Rimerman Advisors held 36,899 shares of United Parcel Service worth $3.63M as of Q1 2026.
Frank Rimerman Advisors bought 165 United Parcel Service shares in Q1 2026, an estimated $17.7K.
United Parcel Service made up 0.24% of Frank Rimerman Advisors's portfolio in Q1 2026, its #70 holding.
Frank Rimerman Advisors first reported a position in United Parcel Service in Q4 2023 and has held it in 9 quarters since.
Frank Rimerman Advisors's United Parcel Service position peaked at $3.71M in Q4 2024.
2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.