RCM
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Raleigh Capital Management’s United Parcel Service UPS Stock Holding History

Raleigh Capital Management’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 		$107K Sell
991
-21
-2% -$2.18K 0.03% 235
2026
Q1 		$99.6K Buy
1,012
+12
+1% +$1.29K 0.03% 236
2025
Q4 		$99.2K Sell
1,000
-15
-1% -$1.4K 0.04% 233
2025
Q3 		$84.8K Sell
1,015
-5,956
-85% -$539K 0.03% 243
2025
Q2 		$704K Buy
6,971
+195
+3% +$19.2K 0.3% 96
2025
Q1 		$745K Sell
6,776
-381
-5% -$45.6K 0.34% 86
2024
Q4 		$903K Sell
7,157
-57
-0.8% -$7.5K 0.35% 88
2024
Q3 		$984K Sell
7,214
-115
-2% -$15.1K 0.38% 83
2024
Q2 		$1M Sell
7,329
-585
-7% -$83.8K 0.43% 70
2024
Q1 		$1.18M Sell
7,914
-926
-10% -$141K 0.51% 61
2023
Q4 		$1.39M Sell
8,840
-265
-3% -$40.1K 0.65% 44
2023
Q3 		$1.42M Buy
9,105
+1,498
+20% +$259K 0.72% 47
2023
Q2 		$1.36M Sell
7,607
-560
-7% -$99.4K 0.68% 51
2023
Q1 		$1.58M Buy
8,167
+4,180
+105% +$767K 0.78% 38
2022
Q4 		$693K Buy
3,987
+363
+10% +$62.8K 0.36% 85
2022
Q3 		$585K Buy
3,624
+2,250
+164% +$426K 0.34% 91
2022
Q2 		$251K Buy
+1,374
New +$251K 0.14% 154

Other funds holding UPS

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Raleigh Capital Management's UPS Position: Q2 2026 in Review

Raleigh Capital Management reduced its United Parcel Service (UPS) stake by 2.1% in Q2 2026, selling an estimated $2.18K and leaving 991 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #235.

Raleigh Capital Management first reported a position in UPS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.58M in Q1 2023. 601 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Raleigh Capital Management held 991 shares of United Parcel Service worth $107K as of Q2 2026.
  • Raleigh Capital Management sold 21 United Parcel Service shares in Q2 2026, an estimated $2.18K.
  • United Parcel Service made up 0.03% of Raleigh Capital Management's portfolio in Q2 2026, its #235 holding.
  • Raleigh Capital Management first reported a position in United Parcel Service in Q2 2022 and has held it in 17 quarters since.
  • Raleigh Capital Management's United Parcel Service position peaked at $1.58M in Q1 2023.
  • 601 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.