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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Root Financial Partners's UPS Position: Q1 2026 in Review

Root Financial Partners increased its United Parcel Service (UPS) stake by 8.5% in Q1 2026, buying an estimated $13.6K and bringing the position to 1,622 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #393.

Root Financial Partners first reported a position in UPS in Q1 2025 and has held it in 4 quarters since. The position peaked at $206K in Q1 2025. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Root Financial Partners held 1,622 shares of United Parcel Service worth $160K as of Q1 2026.
  • Root Financial Partners bought 127 United Parcel Service shares in Q1 2026, an estimated $13.6K.
  • United Parcel Service made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #393 holding.
  • Root Financial Partners first reported a position in United Parcel Service in Q1 2025 and has held it in 4 quarters since.
  • Root Financial Partners's United Parcel Service position peaked at $206K in Q1 2025.
  • 2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.