RiverFront Investment Group’s United Parcel Service UPS Stock Holding History

RiverFront Investment Group’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 Q1	$27.4M	Buy	278,311 +32,747	+13%	+$3.51M	0.42%	52
2025 Q4	$24.4M	Buy	245,564 +221,905	+938%	+$20.8M	0.4%	51
2025 Q3	$1.98M	Buy	23,659 +16,718	+241%	+$1.51M	0.03%	120
2025 Q2	$701K	Buy	+6,941	New	+$683K	0.01%	178
2021 Q3	–	Sell	-1,275	Closed	-$265K	–	134
2021 Q2	$265K	Sell	1,275 -72,048	-98%	-$14.4M	0.01%	110
2021 Q1	$12.5M	Sell	73,323 -622	-0.8%	-$101K	0.26%	48
2020 Q4	$12.5M	Sell	73,945 -53,643	-42%	-$9.05M	0.27%	50
2020 Q3	$21.3M	Sell	127,588 -3,729	-3%	-$543K	0.5%	37
2020 Q2	$14.6M	Buy	131,317 +230	+0.2%	+$23K	0.36%	40
2020 Q1	$10.9M	Buy	131,087 +54,409	+71%	+$5.64M	0.42%	36
2019 Q4	$8.98M	Sell	76,678 -2,047	-3%	-$242K	0.22%	49
2019 Q3	$9.43M	Buy	+78,725	New	+$9M	0.23%	52

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RiverFront Investment Group's UPS Position: Q1 2026 in Review

RiverFront Investment Group increased its United Parcel Service (UPS) stake by 13% in Q1 2026, buying an estimated $3.51M and bringing the position to 278,311 shares worth $27.4M. The position accounts for 0.42% of the portfolio, ranked #52.

RiverFront Investment Group first reported a position in UPS in Q3 2019 and has held it in 12 quarters since. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

RiverFront Investment Group held 278,311 shares of United Parcel Service worth $27.4M as of Q1 2026.
RiverFront Investment Group bought 32,747 United Parcel Service shares in Q1 2026, an estimated $3.51M.
United Parcel Service made up 0.42% of RiverFront Investment Group's portfolio in Q1 2026, its #52 holding.
RiverFront Investment Group first reported a position in United Parcel Service in Q3 2019 and has held it in 12 quarters since.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.