Ridgewood Investments’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
Ridgewood Investments's UPS Position: Q2 2026 in Review
Ridgewood Investments increased its United Parcel Service (UPS) stake by 5.9% in Q2 2026, buying an estimated $96.6K and bringing the position to 16,736 shares worth $1.8M. The position accounts for 0.67% of the portfolio, ranked #39.
Ridgewood Investments first reported a position in UPS in Q4 2016 and has held it in 31 quarters since. 2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.
- Ridgewood Investments held 16,736 shares of United Parcel Service worth $1.8M as of Q2 2026.
- Ridgewood Investments bought 929 United Parcel Service shares in Q2 2026, an estimated $96.6K.
- United Parcel Service made up 0.67% of Ridgewood Investments's portfolio in Q2 2026, its #39 holding.
- Ridgewood Investments first reported a position in United Parcel Service in Q4 2016 and has held it in 31 quarters since.
- 2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.
Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.