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Richwood Investment Advisors’s United Parcel Service UPS Stock Holding History

Richwood Investment Advisors’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 		$663K Buy
6,166
+478
+8% +$49.7K 0.47% 53
2026
Q1 		$560K Buy
5,688
+81
+1% +$8.69K 0.43% 57
2025
Q4 		$658K Sell
5,607
-51
-0.9% -$4.77K 0.47% 53
2025
Q3 		$473K Sell
5,658
-431
-7% -$39K 0.37% 63
2025
Q2 		$615K Buy
6,089
+115
+2% +$11.3K 0.5% 48
2025
Q1 		$657K Sell
5,974
-258
-4% -$30.9K 0.56% 45
2024
Q4 		$786K Sell
6,232
-124
-2% -$16.3K 0.66% 35
2024
Q3 		$867K Buy
6,356
+4,866
+327% +$639K 0.72% 33
2024
Q2 		$204K Sell
1,490
-75
-5% -$10.7K 0.18% 99
2024
Q1 		$233K Sell
1,565
-119
-7% -$18.1K 0.21% 96
2023
Q4 		$265K Sell
1,684
-110
-6% -$16.6K 0.25% 88
2023
Q3 		$280K Sell
1,794
-50
-3% -$8.63K 0.29% 82
2023
Q2 		$331K Sell
1,844
-672
-27% -$119K 0.32% 78
2023
Q1 		$488K Sell
2,516
-191
-7% -$35K 0.49% 56
2022
Q4 		$471K Sell
2,707
-1,137
-30% -$197K 0.47% 61
2022
Q3 		$621K Buy
3,844
+586
+18% +$111K 0.68% 35
2022
Q2 		$595K Hold
3,258
– – 0.6% 44
2022
Q1 		$699K Buy
3,258
+490
+18% +$104K 0.62% 40
2021
Q4 		$593K Buy
+2,768
New +$563K 0.52% 50

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Richwood Investment Advisors's UPS Position: Q2 2026 in Review

Richwood Investment Advisors increased its United Parcel Service (UPS) stake by 8.4% in Q2 2026, buying an estimated $49.7K and bringing the position to 6,166 shares worth $663K. The position accounts for 0.47% of the portfolio, ranked #53.

Richwood Investment Advisors first reported a position in UPS in Q4 2021 and has held it in 19 quarters since. The position peaked at $867K in Q3 2024. 958 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Richwood Investment Advisors held 6,166 shares of United Parcel Service worth $663K as of Q2 2026.
  • Richwood Investment Advisors bought 478 United Parcel Service shares in Q2 2026, an estimated $49.7K.
  • United Parcel Service made up 0.47% of Richwood Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Richwood Investment Advisors first reported a position in United Parcel Service in Q4 2021 and has held it in 19 quarters since.
  • Richwood Investment Advisors's United Parcel Service position peaked at $867K in Q3 2024.
  • 958 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.