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Asset Planning Inc’s United Parcel Service UPS Stock Holding History

Asset Planning Inc’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 		$62.4K Sell
580
-293
-34% -$30.5K 0.04% 146
2026
Q1 		$85.9K Sell
873
-114
-12% -$12.2K 0.06% 120
2025
Q4 		$97.9K Sell
987
-232
-19% -$21.7K 0.07% 110
2025
Q3 		$102K Buy
1,219
+16
+1% +$1.45K 0.07% 110
2025
Q2 		$121K Buy
1,203
+3
+0.3% +$295 0.09% 98
2025
Q1 		$132K Buy
1,200
+11
+0.9% +$1.31K 0.1% 93
2024
Q4 		$150K Buy
+1,189
New +$156K 0.11% 87

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Planning Inc's UPS Position: Q2 2026 in Review

Asset Planning Inc reduced its United Parcel Service (UPS) stake by 34% in Q2 2026, selling an estimated $30.5K and leaving 580 shares worth $62.4K. The position accounts for 0.04% of the portfolio, ranked #146.

Asset Planning Inc first reported a position in UPS in Q4 2024 and has held it in 7 quarters since. The position peaked at $150K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Asset Planning Inc held 580 shares of United Parcel Service worth $62.4K as of Q2 2026.
  • Asset Planning Inc sold 293 United Parcel Service shares in Q2 2026, an estimated $30.5K.
  • United Parcel Service made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #146 holding.
  • Asset Planning Inc first reported a position in United Parcel Service in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's United Parcel Service position peaked at $150K in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.