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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Richards, Merrill & Peterson's UPS Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its United Parcel Service (UPS) stake by 7.2% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,569 shares worth $169K. The position accounts for 0.05% of the portfolio, ranked #201.

Richards, Merrill & Peterson first reported a position in UPS in Q4 2024 and has held it in 6 quarters since. The position peaked at $276K in Q4 2024. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Richards, Merrill & Peterson held 1,569 shares of United Parcel Service worth $169K as of Q2 2026.
Richards, Merrill & Peterson bought 105 United Parcel Service shares in Q2 2026, an estimated $10.9K.
United Parcel Service made up 0.05% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #201 holding.
Richards, Merrill & Peterson first reported a position in United Parcel Service in Q4 2024 and has held it in 6 quarters since.
Richards, Merrill & Peterson's United Parcel Service position peaked at $276K in Q4 2024.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.