Richards, Merrill & Peterson
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Richards, Merrill & Peterson’s United Parcel Service UPS Stock Holding History

Richards, Merrill & Peterson’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 		$150K Buy
1,610
+41
+3% +$4.3K 0.05% 202
2026
Q2 		$169K Buy
1,569
+105
+7% +$10.9K 0.05% 201
2026
Q1 		$144K Sell
1,464
-10
-0.7% -$1.07K 0.05% 196
2025
Q4 		$146K Buy
+1,474
New +$138K 0.06% 182
2025
Q3 		– Sell
-2,179
Closed -$220K – 218
2025
Q2 		$220K Buy
2,179
+5
+0.2% +$492 0.1% 149
2025
Q1 		$239K Sell
2,174
-12
-0.5% -$1.44K 0.12% 139
2024
Q4 		$276K Buy
+2,186
New +$288K 0.14% 124

Other funds holding UPS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Richards, Merrill & Peterson's UPS Position: Q3 2026 in Review

Richards, Merrill & Peterson increased its United Parcel Service (UPS) stake by 2.6% in Q3 2026, buying an estimated $4.3K and bringing the position to 1,610 shares worth $150K. The position accounts for 0.05% of the portfolio, ranked #202.

Richards, Merrill & Peterson first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $276K in Q4 2024. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Richards, Merrill & Peterson held 1,610 shares of United Parcel Service worth $150K as of Q3 2026.
  • Richards, Merrill & Peterson bought 41 United Parcel Service shares in Q3 2026, an estimated $4.3K.
  • United Parcel Service made up 0.05% of Richards, Merrill & Peterson's portfolio in Q3 2026, its #202 holding.
  • Richards, Merrill & Peterson first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's United Parcel Service position peaked at $276K in Q4 2024.
  • 1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q3 2026, filed 19 Oct 2026.