Action Point Financial Planning’s United Parcel Service UPS Stock Holding History

Action Point Financial Planning’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	$410K	Buy	+3,820	New	+$397K	0.04%	293

Other funds holding UPS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's UPS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in United Parcel Service (UPS) in Q2 2026: 3,820 shares worth $410K. The stake represents 0.04% of the portfolio and ranks #293 among its holdings.

2,128 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

Action Point Financial Planning held 3,820 shares of United Parcel Service worth $410K as of Q2 2026.
United Parcel Service was a new Action Point Financial Planning position in Q2 2026.
United Parcel Service made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #293 holding.
2,128 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.