Superior Planning, LLC’s United Parcel Service UPS Stock Holding History

Superior Planning, LLC’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	$279K	Buy	+2,989	New	+$314K	0.12%	136

Other funds holding UPS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 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

Superior Planning, LLC's UPS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in United Parcel Service (UPS) in Q3 2026: 2,989 shares worth $279K. The stake represents 0.12% of the portfolio and ranks #136 among its holdings.

1,527 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

Superior Planning, LLC held 2,989 shares of United Parcel Service worth $279K as of Q3 2026.
United Parcel Service was a new Superior Planning, LLC position in Q3 2026.
United Parcel Service made up 0.12% of Superior Planning, LLC's portfolio in Q3 2026, its #136 holding.
1,527 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.