Richardson Capital Management’s United Parcel Service UPS Stock Holding History

Richardson Capital Management’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	$37.6K	Sell	350 -55	-14%	-$5.72K	0.02%	125
2026 Q1	$39.8K	Buy	405 +46	+13%	+$4.93K	0.02%	118
2025 Q4	$35.6K	Buy	359 +9	+3%	+$842	0.02%	106
2025 Q3	$29.2K	Hold	350	–	–	0.01%	122
2025 Q2	$35.3K	Hold	350	–	–	0.02%	92
2025 Q1	$38.5K	Hold	350	–	–	0.02%	91
2024 Q4	$44.1K	Buy	+350	New	+$46.1K	0.03%	79
2024 Q3	–	Sell	-100	Closed	-$13.7K	–	186
2024 Q2	$13.7K	Hold	100	–	–	0.01%	118
2024 Q1	$14.9K	Buy	+100	New	+$15.2K	0.01%	110

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

Richardson Capital Management's UPS Position: Q2 2026 in Review

Richardson Capital Management reduced its United Parcel Service (UPS) stake by 14% in Q2 2026, selling an estimated $5.72K and leaving 350 shares worth $37.6K. The position accounts for 0.02% of the portfolio, ranked #125.

Richardson Capital Management first reported a position in UPS in Q1 2024 and has held it in 9 quarters since. The position peaked at $44.1K in Q4 2024. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Richardson Capital Management held 350 shares of United Parcel Service worth $37.6K as of Q2 2026.
Richardson Capital Management sold 55 United Parcel Service shares in Q2 2026, an estimated $5.72K.
United Parcel Service made up 0.02% of Richardson Capital Management's portfolio in Q2 2026, its #125 holding.
Richardson Capital Management first reported a position in United Parcel Service in Q1 2024 and has held it in 9 quarters since.
Richardson Capital Management's United Parcel Service position peaked at $44.1K in Q4 2024.
882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.