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 Q2	$31.4M	Buy	292,555 +14,244	+5%	+$1.48M	0.42%	52
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RiverFront Investment Group's UPS Position: Q2 2026 in Review

RiverFront Investment Group increased its United Parcel Service (UPS) stake by 5.1% in Q2 2026, buying an estimated $1.48M and bringing the position to 292,555 shares worth $31.4M. 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 13 quarters since. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

RiverFront Investment Group held 292,555 shares of United Parcel Service worth $31.4M as of Q2 2026.
RiverFront Investment Group bought 14,244 United Parcel Service shares in Q2 2026, an estimated $1.48M.
United Parcel Service made up 0.42% of RiverFront Investment Group's portfolio in Q2 2026, its #52 holding.
RiverFront Investment Group first reported a position in United Parcel Service in Q3 2019 and has held it in 13 quarters since.
2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

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