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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
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

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

Rossby Financial's UPS Position: Q2 2026 in Review

Rossby Financial reduced its United Parcel Service (UPS) stake by 21% in Q2 2026, selling an estimated $19K and leaving 704 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #596.

Rossby Financial first reported a position in UPS in Q1 2025 and has held it in 6 quarters since. The position peaked at $86.8K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Rossby Financial held 704 shares of United Parcel Service worth $75.7K as of Q2 2026.
  • Rossby Financial sold 183 United Parcel Service shares in Q2 2026, an estimated $19K.
  • United Parcel Service made up 0.01% of Rossby Financial's portfolio in Q2 2026, its #596 holding.
  • Rossby Financial first reported a position in United Parcel Service in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's United Parcel Service position peaked at $86.8K in Q1 2026.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.