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
2025 Q3	$83.7K	Buy
2025 Q2	–	Sell
2025 Q1	$206K	Buy