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Richardson Financial Services’s United Parcel Service UPS Stock Holding History

Richardson Financial Services’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
Q1 		$134K Buy
1,360
+75
+6% +$8.04K 0.08% 192
2025
Q4 		$127K Sell
1,285
-1,015
-44% -$94.9K 0.04% 205
2025
Q3 		$192K Sell
2,300
-45
-2% -$4.08K 0.12% 149
2025
Q2 		$245K Buy
+2,345
New +$231K 0.16% 137

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Richardson Financial Services's UPS Position: Q1 2026 in Review

Richardson Financial Services increased its United Parcel Service (UPS) stake by 5.8% in Q1 2026, buying an estimated $8.04K and bringing the position to 1,360 shares worth $134K. The position accounts for 0.08% of the portfolio, ranked #192.

Richardson Financial Services first reported a position in UPS in Q2 2025 and has held it in 4 quarters since. The position peaked at $245K in Q2 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Richardson Financial Services held 1,360 shares of United Parcel Service worth $134K as of Q1 2026.
  • Richardson Financial Services bought 75 United Parcel Service shares in Q1 2026, an estimated $8.04K.
  • United Parcel Service made up 0.08% of Richardson Financial Services's portfolio in Q1 2026, its #192 holding.
  • Richardson Financial Services first reported a position in United Parcel Service in Q2 2025 and has held it in 4 quarters since.
  • Richardson Financial Services's United Parcel Service position peaked at $245K in Q2 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.