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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
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

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

Root Financial Partners's UPS Position: Q2 2026 in Review

Root Financial Partners increased its United Parcel Service (UPS) stake by 35% in Q2 2026, buying an estimated $58.9K and bringing the position to 2,189 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #352.

Root Financial Partners first reported a position in UPS in Q1 2025 and has held it in 5 quarters since. 2,139 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Root Financial Partners held 2,189 shares of United Parcel Service worth $235K as of Q2 2026.
  • Root Financial Partners bought 567 United Parcel Service shares in Q2 2026, an estimated $58.9K.
  • United Parcel Service made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #352 holding.
  • Root Financial Partners first reported a position in United Parcel Service in Q1 2025 and has held it in 5 quarters since.
  • 2,139 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.