Richardson Financial Services
UPS icon

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
Q3 		$150K Buy
1,601
+251
+19% +$26.4K 0.08% 194
2026
Q2 		$145K Sell
1,350
-10
-0.7% -$1.04K 0.08% 194
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 $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

Richardson Financial Services's UPS Position: Q3 2026 in Review

Richardson Financial Services increased its United Parcel Service (UPS) stake by 19% in Q3 2026, buying an estimated $26.4K and bringing the position to 1,601 shares worth $150K. The position accounts for 0.08% of the portfolio, ranked #194.

Richardson Financial Services first reported a position in UPS in Q2 2025 and has held it in 6 quarters since. The position peaked at $245K in Q2 2025. 1,795 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Richardson Financial Services held 1,601 shares of United Parcel Service worth $150K as of Q3 2026.
  • Richardson Financial Services bought 251 United Parcel Service shares in Q3 2026, an estimated $26.4K.
  • United Parcel Service made up 0.08% of Richardson Financial Services's portfolio in Q3 2026, its #194 holding.
  • Richardson Financial Services first reported a position in United Parcel Service in Q2 2025 and has held it in 6 quarters since.
  • Richardson Financial Services's United Parcel Service position peaked at $245K in Q2 2025.
  • 1,795 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Richardson Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.