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RDA Financial Network’s United Parcel Service UPS Stock Holding History

RDA Financial Network’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 		$444K Buy
4,133
+9
+0.2% +$936 0.1% 179
2026
Q1 		$406K Buy
4,124
+97
+2% +$10.4K 0.1% 182
2025
Q4 		$399K Sell
4,027
-717
-15% -$67.1K 0.1% 177
2025
Q3 		$396K Buy
4,744
+145
+3% +$13.1K 0.1% 181
2025
Q2 		$464K Buy
4,599
+147
+3% +$14.5K 0.13% 149
2025
Q1 		$490K Buy
4,452
+355
+9% +$42.4K 0.15% 135
2024
Q4 		$517K Buy
4,097
+290
+8% +$38.2K 0.15% 135
2024
Q3 		$519K Sell
3,807
-130
-3% -$17.1K 0.16% 135
2024
Q2 		$539K Sell
3,937
-72
-2% -$10.3K 0.18% 129
2024
Q1 		$596K Buy
4,009
+651
+19% +$99K 0.2% 118
2023
Q4 		$528K Buy
3,358
+496
+17% +$75K 0.2% 121
2023
Q3 		$446K Sell
2,862
-42
-1% -$7.25K 0.19% 120
2023
Q2 		$521K Hold
2,904
– – 0.22% 106
2023
Q1 		$563K Buy
2,904
+38
+1% +$6.97K 0.26% 95
2022
Q4 		$498K Sell
2,866
-50
-2% -$8.65K 0.25% 96
2022
Q3 		$471K Sell
2,916
-4
-0.1% -$757 0.26% 99
2022
Q2 		$533K Buy
2,920
+63
+2% +$11.5K 0.27% 96
2022
Q1 		$613K Buy
2,857
+68
+2% +$14.4K 0.26% 99
2021
Q4 		$598K Sell
2,789
-18
-0.6% -$3.66K 0.24% 101
2021
Q3 		$511K Buy
2,807
+9
+0.3% +$1.78K 0.23% 106
2021
Q2 		$582K Hold
2,798
– – 0.26% 91
2021
Q1 		$476K Hold
2,798
– – 0.2% 116
2020
Q4 		$471K Hold
2,798
– – 0.21% 110
2020
Q3 		$466K Sell
2,798
-65
-2% -$9.46K 0.21% 111
2020
Q2 		$318K Buy
2,863
+20
+0.7% +$2K 0.16% 138
2020
Q1 		$266K Buy
2,843
+155
+6% +$16.1K 0.16% 137
2019
Q4 		$311K Hold
2,688
– – 0.13% 175
2019
Q3 		$324K Buy
2,688
+25
+0.9% +$2.86K 0.14% 158
2019
Q2 		$271K Hold
2,663
– – 0.12% 179
2019
Q1 		$303K Buy
+2,663
New +$282K 0.14% 157

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

RDA Financial Network's UPS Position: Q2 2026 in Review

RDA Financial Network increased its United Parcel Service (UPS) stake by 0.22% in Q2 2026, buying an estimated $936 and bringing the position to 4,133 shares worth $444K. The position accounts for 0.1% of the portfolio, ranked #179.

RDA Financial Network first reported a position in UPS in Q1 2019 and has held it in 30 quarters since. The position peaked at $613K in Q1 2022. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • RDA Financial Network held 4,133 shares of United Parcel Service worth $444K as of Q2 2026.
  • RDA Financial Network bought 9 United Parcel Service shares in Q2 2026, an estimated $936.
  • United Parcel Service made up 0.1% of RDA Financial Network's portfolio in Q2 2026, its #179 holding.
  • RDA Financial Network first reported a position in United Parcel Service in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's United Parcel Service position peaked at $613K in Q1 2022.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.