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 Q3	$36.8K	Sell	393 -11	-3%	-$1.16K	0.03%	232
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Roxbury Financial's UPS Position: Q3 2026 in Review

Roxbury Financial reduced its United Parcel Service (UPS) stake by 2.7% in Q3 2026, selling an estimated $1.16K and leaving 393 shares worth $36.8K. The position accounts for 0.03% of the portfolio, ranked #232.

Roxbury Financial first reported a position in UPS in Q4 2024 and has held it in 8 quarters since. The position peaked at $438K in Q2 2025. 1,388 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Roxbury Financial held 393 shares of United Parcel Service worth $36.8K as of Q3 2026.
Roxbury Financial sold 11 United Parcel Service shares in Q3 2026, an estimated $1.16K.
United Parcel Service made up 0.03% of Roxbury Financial's portfolio in Q3 2026, its #232 holding.
Roxbury Financial first reported a position in United Parcel Service in Q4 2024 and has held it in 8 quarters since.
Roxbury Financial's United Parcel Service position peaked at $438K in Q2 2025.
1,388 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Roxbury Financial's 13F filing for Q3 2026, filed 1 Oct 2026.