Roxbury Financial’s United Parcel Service UPS Stock Holding History

Roxbury 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	$43.4K	Sell	404 -1,222	-75%	-$127K	0.03%	210
2026 Q1	$160K	Sell	1,626 -301	-16%	-$32.3K	0.14%	109
2025 Q4	$191K	Sell	1,927 -1,188	-38%	-$111K	0.17%	96
2025 Q3	$260K	Sell	3,115 -1,225	-28%	-$111K	0.24%	74
2025 Q2	$438K	Buy	4,340 +2,658	+158%	+$262K	0.43%	55
2025 Q1	$200K	Sell	1,682 -32	-2%	-$3.83K	0.2%	84
2024 Q4	$233K	Buy	+1,714	New	+$226K	0.22%	80

Other funds holding UPS

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Roxbury Financial's UPS Position: Q2 2026 in Review

Roxbury Financial reduced its United Parcel Service (UPS) stake by 75% in Q2 2026, selling an estimated $127K and leaving 404 shares worth $43.4K. The position accounts for 0.03% of the portfolio, ranked #210.

Roxbury Financial first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $438K in Q2 2025. 683 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Roxbury Financial held 404 shares of United Parcel Service worth $43.4K as of Q2 2026.
Roxbury Financial sold 1,222 United Parcel Service shares in Q2 2026, an estimated $127K.
United Parcel Service made up 0.03% of Roxbury Financial's portfolio in Q2 2026, its #210 holding.
Roxbury Financial first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
Roxbury Financial's United Parcel Service position peaked at $438K in Q2 2025.
683 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.