RFN
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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
Q3 		$360K Sell
3,854
-279
-7% -$29.3K 0.08% 180
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
JPWM
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

RDA Financial Network's UPS Position: Q3 2026 in Review

RDA Financial Network reduced its United Parcel Service (UPS) stake by 6.8% in Q3 2026, selling an estimated $29.3K and leaving 3,854 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #180.

RDA Financial Network first reported a position in UPS in Q1 2019 and has held it in 31 quarters since. The position peaked at $613K in Q1 2022. 260 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • RDA Financial Network held 3,854 shares of United Parcel Service worth $360K as of Q3 2026.
  • RDA Financial Network sold 279 United Parcel Service shares in Q3 2026, an estimated $29.3K.
  • United Parcel Service made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #180 holding.
  • RDA Financial Network first reported a position in United Parcel Service in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's United Parcel Service position peaked at $613K in Q1 2022.
  • 260 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.