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Romano Brothers & Co’s United Parcel Service UPS Stock Holding History

Romano Brothers & Co’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 		$6.19M Sell
57,626
-575
-1% -$59.8K 0.62% 47
2026
Q1 		$5.73M Sell
58,201
-959
-2% -$103K 0.65% 42
2025
Q4 		$5.87M Sell
59,160
-1,100
-2% -$103K 0.67% 38
2025
Q3 		$5.03M Buy
60,260
+2,046
+4% +$185K 0.58% 48
2025
Q2 		$5.88M Sell
58,214
-1,643
-3% -$162K 0.73% 33
2025
Q1 		$6.58M Buy
59,857
+3,957
+7% +$473K 0.85% 27
2024
Q4 		$7.05M Sell
55,900
-275
-0.5% -$36.2K 0.89% 27
2024
Q3 		$7.66M Buy
56,175
+158
+0.3% +$20.7K 0.95% 23
2024
Q2 		$7.67M Sell
56,017
-1,735
-3% -$248K 1.06% 17
2024
Q1 		$8.58M Sell
57,752
-1,389
-2% -$211K 1.18% 14
2023
Q4 		$9.3M Sell
59,141
-490
-0.8% -$74.1K 1.38% 13
2023
Q3 		$9.29M Buy
59,631
+320
+0.5% +$55.2K 1.45% 10
2023
Q2 		$10.6M Sell
59,311
-400
-0.7% -$71K 1.58% 8
2023
Q1 		$11.5M Sell
59,711
-844
-1% -$155K 1.78% 7
2022
Q4 		$10.5M Buy
60,555
+101
+0.2% +$17.5K 1.6% 7
2022
Q3 		$9.77M Buy
+60,454
New +$11.4M 1.58% 10

Other funds holding UPS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Romano Brothers & Co's UPS Position: Q2 2026 in Review

Romano Brothers & Co reduced its United Parcel Service (UPS) stake by 0.99% in Q2 2026, selling an estimated $59.8K and leaving 57,626 shares worth $6.19M. The position accounts for 0.62% of the portfolio, ranked #47.

Romano Brothers & Co first reported a position in UPS in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.5M in Q1 2023. 882 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Romano Brothers & Co held 57,626 shares of United Parcel Service worth $6.19M as of Q2 2026.
  • Romano Brothers & Co sold 575 United Parcel Service shares in Q2 2026, an estimated $59.8K.
  • United Parcel Service made up 0.62% of Romano Brothers & Co's portfolio in Q2 2026, its #47 holding.
  • Romano Brothers & Co first reported a position in United Parcel Service in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's United Parcel Service position peaked at $11.5M in Q1 2023.
  • 882 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.