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
2025 Q4	–	Sell	-17	Closed	-$68	–	348
2025 Q3	$68	Sell	17 -1,583	-99%	-$143K	﹤0.01%	284
2025 Q2	$162K	Sell	1,600 -200	-11%	-$19.7K	0.02%	284
2025 Q1	$196K	Buy	+1,800	New	+$215K	0.02%	280
2024 Q4	–	Sell	-4,200	Closed	-$573K	–	363
2024 Q3	$573K	Buy	+4,200	New	+$551K	0.03%	244

Other funds holding UPS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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 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.