Root Financial Partners’s United Parcel Service UPS Stock Holding History

Root Financial Partners’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 Q3	$173K	Sell	1,847 -342	-16%	-$35.9K	0.01%	498
2026 Q2	$235K	Buy	2,189 +567	+35%	+$58.9K	0.01%	352
2026 Q1	$160K	Buy	1,622 +127	+8%	+$13.6K	0.01%	393
2025 Q4	$148K	Buy	1,495 +493	+49%	+$46.1K	0.01%	349
2025 Q3	$83.7K	Buy	+1,002	New	+$90.8K	0.01%	501
2025 Q2	–	Sell	-1,869	Closed	-$206K	–	266
2025 Q1	$206K	Buy	+1,869	New	+$223K	0.02%	201

Other funds holding UPS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Root Financial Partners's UPS Position: Q3 2026 in Review

Root Financial Partners reduced its United Parcel Service (UPS) stake by 16% in Q3 2026, selling an estimated $35.9K and leaving 1,847 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #498.

Root Financial Partners first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $235K in Q2 2026. 1,387 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Root Financial Partners held 1,847 shares of United Parcel Service worth $173K as of Q3 2026.
Root Financial Partners sold 342 United Parcel Service shares in Q3 2026, an estimated $35.9K.
United Parcel Service made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #498 holding.
Root Financial Partners first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
Root Financial Partners's United Parcel Service position peaked at $235K in Q2 2026.
1,387 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.