RP
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Rowlandmiller & Partners’s United Parcel Service UPS Stock Holding History

Rowlandmiller & 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 		$5.41M Buy
50,279
+1,543
+3% +$160K 0.99% 25
2026
Q1 		$4.79M Buy
48,736
+353
+0.7% +$37.9K 0.97% 28
2025
Q4 		$4.8M Buy
48,383
+1,646
+4% +$154K 0.93% 28
2025
Q3 		$3.9M Sell
46,737
-644
-1% -$58.3K 0.77% 34
2025
Q2 		$4.78M Buy
47,381
+2,793
+6% +$275K 0.99% 29
2025
Q1 		$4.9M Buy
44,588
+3,007
+7% +$360K 1.03% 25
2024
Q4 		$5.24M Sell
41,581
-105
-0.3% -$13.8K 1.1% 26
2024
Q3 		$5.68M Buy
41,686
+1,650
+4% +$217K 1.15% 25
2024
Q2 		$5.48M Sell
40,036
-527
-1% -$75.5K 1.19% 24
2024
Q1 		$6.03M Buy
40,563
+2,557
+7% +$389K 1.27% 24
2023
Q4 		$5.98M Buy
38,006
+426
+1% +$64.4K 1.37% 23
2023
Q3 		$5.86M Buy
37,580
+2,065
+6% +$356K 1.45% 22
2023
Q2 		$6.37M Sell
35,515
-133
-0.4% -$23.6K 1.5% 22
2023
Q1 		$6.92M Buy
35,648
+647
+2% +$119K 1.68% 21
2022
Q4 		$6.13M Sell
35,001
-44
-0.1% -$7.62K 1.52% 23
2022
Q3 		$5.66M Buy
35,045
+190
+0.5% +$36K 1.53% 23
2022
Q2 		$6.36M Buy
34,855
+271
+0.8% +$49.4K 1.63% 22
2022
Q1 		$7.42M Buy
34,584
+668
+2% +$142K 1.72% 19
2021
Q4 		$7.27M Buy
33,916
+996
+3% +$203K 1.63% 19
2021
Q3 		$3.66M Sell
32,920
-549
-2% -$108K 1.24% 27
2021
Q2 		$6.96M Buy
33,469
+39
+0.1% +$7.8K 1.71% 17
2021
Q1 		$5.68M Buy
33,430
+29
+0.1% +$4.69K 1.49% 21
2020
Q4 		$5.62M Buy
33,401
+441
+1% +$74.4K 1.6% 18
2020
Q3 		$3.08M Buy
32,960
+40
+0.1% +$5.82K 1.23% 27
2020
Q2 		$3.66M Sell
32,920
-40
-0.1% -$3.99K 1.24% 27
2020
Q1 		$3.08M Sell
32,960
-167
-0.5% -$17.3K 1.23% 27
2019
Q4 		$3.88M Buy
33,127
+514
+2% +$60.8K 1.21% 27
2019
Q3 		$3.91M Buy
32,613
+1,503
+5% +$172K 1.32% 27
2019
Q2 		$3.21M Buy
31,110
+470
+2% +$48.9K 1.11% 34
2019
Q1 		$3.42M Buy
30,640
+1,521
+5% +$161K 1.23% 30
2018
Q4 		$2.84M Buy
29,119
+345
+1% +$37.4K 1.15% 31
2018
Q3 		$3.36M Sell
28,774
-175
-0.6% -$20.6K 1.21% 31
2018
Q2 		$3.07M Buy
28,949
+737
+3% +$82.8K 1.19% 29
2018
Q1 		$2.97M Sell
28,212
-196
-0.7% -$22.7K 1.18% 28
2017
Q4 		$3.39M Sell
28,408
-30
-0.1% -$3.53K 1.33% 25
2017
Q3 		$3.42M Sell
28,438
-358
-1% -$40.7K 1.42% 26
2017
Q2 		$3.19M Buy
28,796
+590
+2% +$63.1K 1.35% 28
2017
Q1 		$3.03M Sell
28,206
-94
-0.3% -$10.3K 1.34% 29
2016
Q4 		$3.24M Sell
28,300
-268
-0.9% -$30.2K 1.47% 25
2016
Q3 		$3.12M Sell
28,568
-331
-1% -$36.2K 1.45% 26
2016
Q2 		$3.11M Sell
28,899
-452
-2% -$47K 1.43% 24
2016
Q1 		$3.1M Buy
29,351
+15
+0.1% +$1.46K 1.46% 21
2015
Q4 		$2.77M Sell
29,336
-83
-0.3% -$8.48K 1.41% 24
2015
Q3 		$2.89M Sell
29,419
-2,957
-9% -$292K 1.53% 19
2015
Q2 		$3.14M Sell
32,376
-3,625
-10% -$360K 1.56% 21
2015
Q1 		$3.48M Sell
36,001
-517
-1% -$53K 1.73% 18
2014
Q4 		$4.06M Buy
+36,518
New +$3.85M 1.97% 18

Other funds holding UPS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
MIHAS
Maj Invest Holding A/S Copenhagen K, Denmark $2.2B AUM 25.64% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Rowlandmiller & Partners's UPS Position: Q2 2026 in Review

Rowlandmiller & Partners increased its United Parcel Service (UPS) stake by 3.2% in Q2 2026, buying an estimated $160K and bringing the position to 50,279 shares worth $5.41M. The position accounts for 0.99% of the portfolio, ranked #25.

Rowlandmiller & Partners first reported a position in UPS in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.42M in Q1 2022. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Rowlandmiller & Partners held 50,279 shares of United Parcel Service worth $5.41M as of Q2 2026.
  • Rowlandmiller & Partners bought 1,543 United Parcel Service shares in Q2 2026, an estimated $160K.
  • United Parcel Service made up 0.99% of Rowlandmiller & Partners's portfolio in Q2 2026, its #25 holding.
  • Rowlandmiller & Partners first reported a position in United Parcel Service in Q4 2014 and has held it in 47 quarters since.
  • Rowlandmiller & Partners's United Parcel Service position peaked at $7.42M in Q1 2022.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.