Raymond James Financial
UPS icon

Raymond James Financial’s United Parcel Service UPS Stock Holding History

Raymond James Financial’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 		$35K Hold
500
– – ﹤0.01% 5291
2026
Q1 		$35K Sell
500
-100
-17% -$10.7K ﹤0.01% 5159
2025
Q4 		$44.5K Buy
600
+100
+20% +$9.35K ﹤0.01% 5022
2025
Q3 		$35K Buy
+500
New +$45.3K ﹤0.01% 4861

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 $3.38T AUM 44.17% 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

Raymond James Financial's UPS Position: Q2 2026 in Review

Raymond James Financial increased its United Parcel Service (UPS) stake by 5.5% in Q2 2026, buying an estimated $16.9M and bringing the position to 3,108,610 shares worth $334M. The position accounts for 0.09% of the portfolio, ranked #190.

Raymond James Financial first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $394M in Q4 2024. 2,146 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Raymond James Financial held 3,108,610 shares of United Parcel Service worth $334M as of Q2 2026.
  • Raymond James Financial bought 162,125 United Parcel Service shares in Q2 2026, an estimated $16.9M.
  • United Parcel Service made up 0.09% of Raymond James Financial's portfolio in Q2 2026, its #190 holding.
  • Raymond James Financial first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's United Parcel Service position peaked at $394M in Q4 2024.
  • 2,146 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.