RFM
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Royal Fund Management’s United Parcel Service UPS Stock Holding History

Royal Fund Management’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 		$1.88M Buy
17,489
+2,075
+13% +$216K 0.16% 155
2026
Q1 		$1.52M Buy
15,414
+5,500
+55% +$590K 0.14% 162
2025
Q4 		$983K Sell
9,914
-12,900
-57% -$1.21M 0.09% 181
2025
Q3 		$1.91M Buy
22,814
+1,880
+9% +$170K 0.23% 121
2025
Q2 		$2.11M Buy
20,934
+803
+4% +$79K 0.21% 140
2025
Q1 		$2.21M Sell
20,131
-5,759
-22% -$689K 0.25% 127
2024
Q4 		$3.26M Sell
25,890
-10,842
-30% -$1.43M 0.3% 100
2024
Q3 		$5.01M Buy
36,732
+23,521
+178% +$3.09M 0.3% 92
2024
Q2 		$1.81M Sell
13,211
-2,482
-16% -$355K 0.15% 141
2024
Q1 		$2.33M Buy
15,693
+3,549
+29% +$539K 0.23% 128
2023
Q4 		$1.91M Buy
12,144
+2,154
+22% +$326K 0.21% 133
2023
Q3 		$1.56M Buy
9,990
+791
+9% +$137K 0.21% 127
2023
Q2 		$1.65M Buy
9,199
+469
+5% +$83.3K 0.21% 126
2023
Q1 		$1.69M Buy
8,730
+1,473
+20% +$270K 0.24% 112
2022
Q4 		$1.26M Buy
7,257
+293
+4% +$50.7K 0.2% 112
2022
Q3 		$1.13M Buy
6,964
+358
+5% +$67.8K 0.2% 110
2022
Q2 		$1.21M Buy
6,606
+102
+2% +$18.6K 0.2% 110
2022
Q1 		$1.39M Sell
6,504
-309
-5% -$65.7K 0.2% 106
2021
Q4 		$1.46M Sell
6,813
-3,303
-33% -$672K 0.21% 109
2021
Q3 		$1.84M Buy
10,116
+62
+0.6% +$12.2K 0.27% 101
2021
Q2 		$2.09M Sell
10,054
-24,470
-71% -$4.9M 0.35% 92
2021
Q1 		$5.87M Buy
34,524
+812
+2% +$131K 1.07% 29
2020
Q4 		$5.68M Buy
33,712
+4,379
+15% +$739K 1.2% 20
2020
Q3 		$4.89M Sell
29,333
-1,023
-3% -$149K 1.25% 20
2020
Q2 		$3.38M Buy
30,356
+2,458
+9% +$245K 1.19% 35
2020
Q1 		$2.61M Sell
27,898
-21,392
-43% -$2.22M 1.06% 35
2019
Q4 		$5.77M Buy
49,290
+8,579
+21% +$1.02M 1.47% 25
2019
Q3 		$4.88M Buy
40,711
+36,196
+802% +$4.14M 1.36% 25
2019
Q2 		$466K Buy
4,515
+503
+13% +$52.3K 0.14% 81
2019
Q1 		$448K Buy
4,012
+21
+0.5% +$2.23K 0.14% 77
2018
Q4 		$389K Sell
3,991
-74
-2% -$8.02K 0.16% 77
2018
Q3 		$474K Sell
4,065
-183
-4% -$21.5K 0.15% 81
2018
Q2 		$451K Buy
4,248
+2,200
+107% +$247K 0.15% 78
2018
Q1 		$214K Sell
2,048
-357
-15% -$41.3K 0.08% 117
2017
Q4 		$286K Buy
2,405
+142
+6% +$16.7K 0.1% 91
2017
Q3 		$271K Sell
2,263
-836
-27% -$95K 0.11% 76
2017
Q2 		$342K Sell
3,099
-21
-0.7% -$2.25K 0.15% 68
2017
Q1 		$334K Buy
3,120
+491
+19% +$53.6K 0.16% 64
2016
Q4 		$301K Buy
+2,629
New +$296K 0.17% 58

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

Royal Fund Management's UPS Position: Q2 2026 in Review

Royal Fund Management increased its United Parcel Service (UPS) stake by 13% in Q2 2026, buying an estimated $216K and bringing the position to 17,489 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #155.

Royal Fund Management first reported a position in UPS in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.87M in Q1 2021. 984 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Royal Fund Management held 17,489 shares of United Parcel Service worth $1.88M as of Q2 2026.
  • Royal Fund Management bought 2,075 United Parcel Service shares in Q2 2026, an estimated $216K.
  • United Parcel Service made up 0.16% of Royal Fund Management's portfolio in Q2 2026, its #155 holding.
  • Royal Fund Management first reported a position in United Parcel Service in Q4 2016 and has held it in 39 quarters since.
  • Royal Fund Management's United Parcel Service position peaked at $5.87M in Q1 2021.
  • 984 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.