RI
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Ridgewood Investments’s United Parcel Service UPS Stock Holding History

Ridgewood Investments’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 		$1.6M Buy
17,127
+391
+2% +$41.1K 0.59% 47
2026
Q2 		$1.8M Buy
16,736
+929
+6% +$96.6K 0.67% 39
2026
Q1 		$1.56M Buy
+15,807
New +$1.7M 0.64% 47
2025
Q3 		$1.3M Sell
15,535
-585
-4% -$53K 0.55% 59
2025
Q2 		$1.63M Buy
16,120
+1,449
+10% +$143K 0.7% 34
2025
Q1 		$1.61M Buy
14,671
+1,045
+8% +$125K 0.75% 27
2024
Q4 		$1.72M Buy
13,626
+756
+6% +$99.5K 0.83% 24
2024
Q3 		$1.75M Buy
12,870
+1,227
+11% +$161K 0.88% 18
2024
Q2 		$1.59M Buy
11,643
+2,482
+27% +$355K 0.8% 23
2024
Q1 		$1.36M Buy
9,161
+1,688
+23% +$257K 0.72% 40
2023
Q4 		$1.18M Buy
7,473
+2,944
+65% +$445K 0.69% 39
2023
Q3 		$706K Buy
4,529
+4,131
+1,038% +$713K 0.46% 73
2023
Q2 		$71.3K Hold
398
– – 0.04% 278
2023
Q1 		$77.2K Buy
+398
New +$73K 0.05% 278
2021
Q2 		– Sell
-2,050
Closed -$349K – 208
2021
Q1 		$349K Sell
2,050
-1,971
-49% -$319K 0.21% 135
2020
Q4 		$670K Hold
4,021
– – 0.53% 59
2020
Q3 		$670K Sell
4,021
-4,872
-55% -$709K 0.52% 60
2020
Q2 		$989K Buy
8,893
+2,128
+31% +$212K 0.82% 27
2020
Q1 		$632K Buy
6,765
+1,392
+26% +$144K 0.64% 42
2019
Q4 		$629K Hold
5,373
– – 0.45% 71
2019
Q3 		$644K Sell
5,373
-273
-5% -$31.2K 0.5% 60
2019
Q2 		$583K Buy
5,646
+1,385
+33% +$144K 0.46% 63
2019
Q1 		$476K Buy
4,261
+140
+3% +$14.8K 0.39% 72
2018
Q4 		$481K Hold
4,121
– – 0.38% 73
2018
Q3 		$481K Buy
4,121
+11
+0.3% +$1.29K 0.38% 73
2018
Q2 		$437K Buy
4,110
+124
+3% +$13.9K 0.39% 77
2018
Q1 		$417K Buy
3,986
+98
+3% +$11.3K 0.38% 76
2017
Q4 		$463K Buy
3,888
+82
+2% +$9.64K 0.41% 74
2017
Q3 		$457K Sell
3,806
-55
-1% -$6.25K 0.44% 64
2017
Q2 		$427K Buy
3,861
+460
+14% +$49.2K 0.43% 65
2017
Q1 		$365K Buy
3,401
+1,236
+57% +$135K 0.39% 69
2016
Q4 		$248K Buy
+2,165
New +$244K 0.29% 93

Other funds holding UPS

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
AIMA
Ables Iannone Moore & Associates Savannah, Georgia $193M AUM 19.45% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Ridgewood Investments's UPS Position: Q3 2026 in Review

Ridgewood Investments increased its United Parcel Service (UPS) stake by 2.3% in Q3 2026, buying an estimated $41.1K and bringing the position to 17,127 shares worth $1.6M. The position accounts for 0.59% of the portfolio, ranked #47.

Ridgewood Investments first reported a position in UPS in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.8M in Q2 2026. 34 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Ridgewood Investments held 17,127 shares of United Parcel Service worth $1.6M as of Q3 2026.
  • Ridgewood Investments bought 391 United Parcel Service shares in Q3 2026, an estimated $41.1K.
  • United Parcel Service made up 0.59% of Ridgewood Investments's portfolio in Q3 2026, its #47 holding.
  • Ridgewood Investments first reported a position in United Parcel Service in Q4 2016 and has held it in 32 quarters since.
  • Ridgewood Investments's United Parcel Service position peaked at $1.8M in Q2 2026.
  • 34 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.