Rossby Financial
UPS icon

Rossby Financial’s United Parcel Service UPS Stock Holding History

Rossby Financial’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 		$93.1K Buy
997
+293
+42% +$30.8K 0.01% 725
2026
Q2 		$75.7K Sell
704
-183
-21% -$19K 0.01% 596
2026
Q1 		$86.8K Buy
887
+221
+33% +$23.7K 0.02% 577
2025
Q4 		$66K Buy
666
+185
+38% +$17.3K 0.02% 495
2025
Q3 		$40.6K Buy
481
+36
+8% +$3.26K 0.01% 572
2025
Q2 		$44.9K Buy
445
+110
+33% +$10.8K 0.02% 514
2025
Q1 		$32.8K Buy
+335
New +$40.1K 0.01% 543

Other funds holding UPS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Rossby Financial's UPS Position: Q3 2026 in Review

Rossby Financial increased its United Parcel Service (UPS) stake by 42% in Q3 2026, buying an estimated $30.8K and bringing the position to 997 shares worth $93.1K. The position accounts for 0.01% of the portfolio, ranked #725.

Rossby Financial first reported a position in UPS in Q1 2025 and has held it in 7 quarters since. 1,568 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Rossby Financial held 997 shares of United Parcel Service worth $93.1K as of Q3 2026.
  • Rossby Financial bought 293 United Parcel Service shares in Q3 2026, an estimated $30.8K.
  • United Parcel Service made up 0.01% of Rossby Financial's portfolio in Q3 2026, its #725 holding.
  • Rossby Financial first reported a position in United Parcel Service in Q1 2025 and has held it in 7 quarters since.
  • 1,568 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.