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Disclosery

Rafferty Asset Management, LLC: UPS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on UPS, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 80,616 UPS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,616 shares
    Change vs previous 13F +27,894 shares

    0.02% of the 13F portfolio, value $8,666,220.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,722 shares
    Change vs previous 13F -22,798 shares

    0.02% of the 13F portfolio, value $5,186,790.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,520 shares
    Change vs previous 13F +899 shares

    0.03% of the 13F portfolio, value $7,490,829.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 74,621 shares
    Change vs previous 13F +2,813 shares

    0.02% of the 13F portfolio, value $6,233,092.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,808 shares
    Change vs previous 13F +10,177 shares

    0.02% of the 13F portfolio, value $7,248,300.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 61,631 shares
    Change vs previous 13F -20,236 shares

    0.03% of the 13F portfolio, value $6,778,794.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 81,867 shares
    Change vs previous 13F +11,322 shares

    0.04% of the 13F portfolio, value $10,323,429.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 70,545 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $9,618,105.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).