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Ritholtz Wealth Management’s United Parcel Service UPS Stock Holding History

Ritholtz Wealth Management’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
2021
Q1 		– Sell
-500
Closed -$14K – 497
2020
Q4 		$14K Buy
+500
New +$84.4K ﹤0.01% 403

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ritholtz Wealth Management's UPS Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its United Parcel Service (UPS) stake by 26% in Q2 2026, selling an estimated $589K and leaving 16,395 shares worth $1.76M. The position accounts for 0.03% of the portfolio, ranked #454.

Ritholtz Wealth Management first reported a position in UPS in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.45M in Q4 2025. 2,147 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Ritholtz Wealth Management held 16,395 shares of United Parcel Service worth $1.76M as of Q2 2026.
  • Ritholtz Wealth Management sold 5,666 United Parcel Service shares in Q2 2026, an estimated $589K.
  • United Parcel Service made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #454 holding.
  • Ritholtz Wealth Management first reported a position in United Parcel Service in Q3 2020 and has held it in 24 quarters since.
  • Ritholtz Wealth Management's United Parcel Service position peaked at $2.45M in Q4 2025.
  • 2,147 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.