RFS
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RM Financial Services’s United Parcel Service UPS Stock Holding History

RM Financial Services’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 		$1.62M Buy
15,025
+2
+0% +$208 1.2% 22
2026
Q1 		$1.48M Buy
15,023
+433
+3% +$46.4K 1.27% 19
2025
Q4 		$1.45M Buy
+14,590
New +$1.36M 1.28% 20

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 $3.37T AUM 44.26% 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

RM Financial Services's UPS Position: Q2 2026 in Review

RM Financial Services increased its United Parcel Service (UPS) stake by 0.01% in Q2 2026, buying an estimated $208 and bringing the position to 15,025 shares worth $1.62M. The position accounts for 1.2% of the portfolio, ranked #22.

RM Financial Services first reported a position in UPS in Q4 2025 and has held it in 3 quarters since. 2,135 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • RM Financial Services held 15,025 shares of United Parcel Service worth $1.62M as of Q2 2026.
  • RM Financial Services bought 2 United Parcel Service shares in Q2 2026, an estimated $208.
  • United Parcel Service made up 1.2% of RM Financial Services's portfolio in Q2 2026, its #22 holding.
  • RM Financial Services first reported a position in United Parcel Service in Q4 2025 and has held it in 3 quarters since.
  • 2,135 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.