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Roehl & Yi Investment Advisors’s United Parcel Service UPS Stock Holding History

Roehl & Yi Investment Advisors’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 		– Sell
-6,643
Closed -$654K – 204
2026
Q1 		$654K Sell
6,643
-3,456
-34% -$371K 0.25% 84
2025
Q4 		$1M Sell
10,099
-223
-2% -$20.9K 0.4% 51
2025
Q3 		$862K Buy
10,322
+2,672
+35% +$242K 0.38% 57
2025
Q2 		$772K Buy
7,650
+150
+2% +$14.8K 0.4% 57
2025
Q1 		$825K Buy
7,500
+668
+10% +$79.9K 0.45% 50
2024
Q4 		$862K Buy
+6,832
New +$899K 0.47% 50

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

Roehl & Yi Investment Advisors's UPS Position: Q2 2026 in Review

Roehl & Yi Investment Advisors sold out of United Parcel Service (UPS) in Q2 2026, closing a stake of 6,643 shares — an estimated $654K sold.

Roehl & Yi Investment Advisors first reported a position in UPS in Q4 2024 and held it in 6 quarters. The position peaked at $1M in Q4 2025. 2,133 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Roehl & Yi Investment Advisors reported no remaining United Parcel Service position as of Q2 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 6,643 United Parcel Service shares in Q2 2026, an estimated $654K.
  • Roehl & Yi Investment Advisors first reported a position in United Parcel Service in Q4 2024 and held it in 6 quarters.
  • Roehl & Yi Investment Advisors's United Parcel Service position peaked at $1M in Q4 2025.
  • 2,133 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.